Investor 2.0

An investor app with
an agent at the heart of it.

No dashboards to decode

Open the app.
It's already read your portfolio.

Your total value, today's move, and what actually drove it — told to you in one line, the moment you arrive.

Total value
$35,500.00
3.21%Today
Markets were calm today. Your diversification strategy is performing as expected.
Trade Create goal
Review my performance
how can I assist you today?

Ask in plain words

"How am I doing this year?"
Gets a real answer.

Returns, volatility, drawdowns — analysed and explained like a private banker would, in seconds.

+1.53%
YTD return
10.5%
Volatility
−5.05%
Max drawdown
＋
16:02
How am I doing this year?
950.1K
Return+1.53%
Volatility10.5%
Max drawdown−5.05%
Year to date return is +1.53%. Portfolio value moved from 1.00M to 1.02M, with a max drawdown of −5.05% and a Sharpe ratio of 0.73.
how can I assist you today?

From words to a live order

"Buy $100 of AAPL."
See the impact first.

The agent builds the full order ticket — estimated cost, cash impact, even the shift in your portfolio risk — before you approve a thing.

Buy $100 of AAPL
AAPLBuy
Shares−0.3429+
Order type
Market
Limit
Estimated price
$291.67
Estimated cost
$100.00
Cash impact
-$100.00
Risk impact
AAPL weight
0.1% → 0.2%
Change
+0.01%
Deny
Approve
how can I assist you today?

Hands full? Just talk

The same agent,
listening.

Ask about your portfolio, place an order, or set a goal — out loud. The orb breathes while it thinks.

≡✕
Tap the mic to start
Listening…
"How's my portfolio looking today?"

Goals, not jargon

Tell it what the money
is actually for.

Retirement, a home, education — the agent turns a life goal into an investment plan, step by step.

＋
Create a new goal
I'll help you set up a new goal. Let's start — what is this goal for?
Wealth growthLong-term investing without a fixed purchase
RetirementIncome for later in life
Home purchaseBuying a property
EducationFund future learning costs
how can I assist you today?

It doesn't wait to be asked

Watching your portfolio
so you don't have to.

Concentration creeping up? The agent spots it and brings a rebalancing recommendation to your home screen — before it becomes a problem.

MR
S&P 500 +0.8%ADX −0.8%Gold −0.4%
Total value
$35,500.00
+$2,002.20 (3.21%) All time
FOR YOU
View all
Recommendation · Rebalance
Rebalancing your Retire Comfortably portfolio due to increased tech concentration
View recommendation →
⌂ HomePortfolio ExploreActivity

Every strategy, one place

Self-managed, robo, or
advisor-led — together.

Run an execution account, a goal-based robo portfolio, and an advisor-managed mandate side by side — the agent watches across all of them.

MR
Total value
$35,500.00
+$2,002.20 (3.21%) All time
PORTFOLIOS & CASH
+ New
ExecutionSelf managed
$80,000.00+1.2%
Retire ComfortablyRobo advisory
$200,000.00+3.4%
Strategic IncomeAdvisor managed
$90,000.00+0.9%
⌂ HomePortfolio ExploreActivity

A market worth exploring

Curated collections,
not endless tickers.

Themed baskets like AI Growth Leaders and Dividend Income, an economic calendar of what's moving, and every stock, ETF, and bond — one tap from a trade.

MR
Search
OverviewStocksETFsMutual fundsBonds
Collections
AI Growth Leaders

Top companies driving AI innovation and expansion

25 assets
Dividend Income

Stable stocks with cash dividends

15 assets
Economic calendar See all
6Jul
JPMorgan Chase & Co.
Dividend
14Jul
JPMorgan Chase & Co.
Earnings call
⌂ HomePortfolio ExploreActivity

Wealth that talks back.

Chat. Voice. Real analysis. Real orders.

Play · 66 sec
00:00 / 01:22
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