The whole desk in your pocket.
Your books, the model portfolios, the nightly screen, forty-six themes and every letter, with an alert when a position moves or one of your own names does. The app shows the books you hold and nothing you do not.
- Alerts on the names you hold or watch, and on the lists you follow
- Sign in with a one-tap link. No passwords, ever
- Your own book beside the model portfolios, X-rayed every night
Five tabs. Everything the membership is.
These are screens of the shipped app, shown with sample data. Names and figures on them illustrate the interface and are not recommendations or results.
Today
The latest letter, every open position, the strongest themes of the session and your watchlist. The ninety seconds before your first meeting.
Every pick, with its reasoning
Tap a position for the whole write-up: the chart since entry, the entry, the weight, the thesis, and what would change my mind. The note I write at the close lands in the same place.
Model portfolios, line by line
The mandate, the returns against the benchmark with the drawdown shaded, the full composition, and the log of every rebalance with the reason for it.
Your own book beside mine
Add what you actually hold and read it X-rayed every night: beta, the sector lean, the pairs that move together, what reports next, and how much of each theme you own. Mirror a portfolio into your book in a few taps.
The nightly screen
Fourteen hundred names, one score each, most stretched first. Named screens, a quality floor, a theme filter and your own names in one tap. Search any ticker and see where it sits before you do anything about it.
Forty-six themes, each priced
Nuclear, AI power, robotics, water. Every list against the S&P 500 over the window you pick, with its breadth and the two names that moved it. Follow one and its names join your screener and your alerts.
A second opinion on any name
Look up any name the desk prices: how it ranks against its book on price and quality, the move its next report usually brings, the themes it sits in, the house view if there is one, and every letter that mentions it.
The letters, made for reading
The Morning Chronicle and the long-form research, in a clean serif reader. No feed, no comments, nothing competing with the page.
And on the web, the same membership.
Everything in the app is on the web too, with the archive as a full sortable table: every closed position, its dates, its prices and how it did against the index.
