10 AI Agents · Buffett · Burry · Ackman · Damodaran + 6 more · Powered by Claude

Upload your portfolio. Get a full investment committee verdict in 60 seconds.

Does Your Portfolio
Pass the Investment
Committee?

Every position in your portfolio — stress-tested by 9 legendary investor archetypes simultaneously. Structured votes, conviction levels, risk flags, and a clear action plan. The same rigor your private banker charges thousands for.

✓ No account required✓ Your data never leaves your browser✓ Works with Schwab, Fidelity, Merrill

Import from Schwab, Fidelity, Excel, or CSV · Your data never leaves your browser

Meet the committee
The Challenge

Your Portfolio. Under the Microscope.

Most investors never have their assumptions challenged. The IC changes that.

⚡

Your top holding gets stress-tested by 9 different investment philosophies simultaneously.

🎯

Every position is cross-examined: Is the thesis intact? Is the sizing appropriate? Is the macro aligned?

🔥

Hard No votes trigger a veto. Your committee will tell you which positions don't belong.

💡

Walk away with a specific action plan: what to add, trim, hedge, and exit.

The Investment Committee

9 Legends. One Boardroom. Your Portfolio.

Each agent brings a distinct philosophy. They disagree. They debate. They vote. That tension is where the insight lives.

Investment Committee — In Session
🏦
Value Compounder
Buffett & Munger
📊
Data Driven
Cohen & Greenblatt
🔍
Contrarian
Burry & Klarman
🚀
Innovation
Wood & Thiel
💪
Activist
Ackman & Icahn
📚
Fundamentalist
Graham & Templeton
🧮
Valuation
Damodaran
📈
Technical
Yamada & Minervini
🌍
Macro
Druckenmiller & Dalio
⚙️
Options Strategist
Advisory
🟢
Initiate Tranche 1
5+ buy votes
🚀
Full Position
7+ buy votes
🚫
Veto
3+ hard no votes
How It Works

From Portfolio to Verdict in Minutes

📂
01

Load Your Portfolio

Import from Schwab, Fidelity, or any brokerage export. Or use our $5M demo portfolio to see the committee in action.

🏛️
02

Convene the Committee

All 9 voting agents review your holdings simultaneously. Each brings a distinct investment philosophy and asks hard questions.

📋
03

Receive Your Verdict

Get a structured memo: per-position votes, conviction levels, risk flags, options strategies, and a clear action plan.

Demo Portfolio

$5M Real-World Portfolio — Ready to Present

We've built a realistic $5 million investor portfolio: blue-chip tech, energy majors, a primary residence, an investment condo, gold, Bitcoin, and Treasuries. Load it instantly and watch the committee tear it apart.

💻
Large Cap Technology
AAPL · MSFT · NVDA · GOOGL · AMZN
⚡
Energy — Oil, Gas & Nuclear
XOM · CVX · CEG
🏠
Real Estate Holdings
Lincoln Park Home · Miami Condo
🏆
Alternatives & Fixed Income
GLD · BTC · SGOV

Everything Your Committee Delivers

Hedge-fund-quality analysis. Individual investor pricing.

Weekly Committee Session
Full portfolio review with structured votes from every agent
Security Analysis
Deep-dive memo on any ticker with scenarios, risks & options play
Daily Brief
Morning & evening briefings with market context and portfolio alerts
Privacy First
Your portfolio never leaves your browser. Zero data storage.

The Committee Is Ready.
Are You?

Present your portfolio. Get the verdict. Know exactly what to do next.

Schwab · Fidelity · Excel · CSV · Manual entry · Your data stays in your browser

Open source · MIT License · Educational only · Not financial advice