set the rules
The agent reads the rules and holdings you can see. It does not get a secret version of your portfolio.
when the tabs stop helping
Get to a decision.
Keep the final say.
Tell the room what you care about. An agent compares the shortlist, drafts one watchlist move, and stops so you can review it.
safe to try.
No login, broker, trade, or money movement. Approval only changes this browser's watchlist and alert.
02 · put the question on the page
Compare the shortlist
no shortlist yet
the agent reads the same rules you see
the question
2–5 tickers · if live data is unavailable, this demo uses a dated snapshotYour comparison will show up here.
Ask your agent to run it, or click compare them to try the same step yourself.03 · your call
One watchlist plan
The agent can suggest one move. You get to change it or say no.
A draft never touches your watchlist. Approve only when the ticker, reason, evidence, and alert look right.why this feels safe to use
The agent can help. You stay in charge.
show me the case
Scores and concentration trade-offs appear on the page before the agent gets a result.
ask before saving
The save tool is missing until you approve. Edit anything and the approval expires.