Your portfolio-aware CIO on demand.

×Paste holdings into a chatbot every session

You copy positions from your broker or a spreadsheet before you can ask anything useful about risk or sizing.

→Brokerage-connected context on every turn

Connect your account once. Copilot reads your live book, cost basis, and exposure on every question.

×Generic answers with no memory of your plan

Each conversation starts cold. What you told the model last week about trimming tech or rolling puts is gone.

→Persistent strategy memory and follow-ups

Thesis keeps your stated goals and open threads so follow-ups stay tied to the plan you already laid out.

×Options questions answered without your book

You check a chain in one window and mentally map strikes to the shares and margin you actually hold.

→Greeks, rolls, and payoff math in context

Copilot sizes spreads, covered calls, and rolls against your underlying shares, cash, and open legs.

×Charts and notes in separate tools

You screenshot a chart or switch tabs to describe a level, a break, or how a name traded into earnings.

→Price history in the same thread

When the answer depends on how price traded, Copilot can show the chart in the conversation itself.