1:08Work / Finance & trading
Your money. A clearer picture.
Understand connected accounts, net worth, holdings, and spending with a plain-English financial brief. For trading, create a strategy, backtest your assumptions, practice with paper money, and deploy through supported broker connections with your approval and limits.
The useful details
What you can do.
- Strategy building and saved versionsWatch the explanation ↗
- Explicit costs and assumptionsWatch the explanation ↗
- Historical backtesting and benchmarksWatch the explanation ↗
- Drawdowns and execution evidenceWatch the explanation ↗
- Separate paper account and simulated fillsWatch the explanation ↗
- Approved strategy deployment with limitsWatch the explanation ↗
- Watcher-managed exitsWatch the explanation ↗
- Connected accounts, holdings and spending briefsWatch the explanation · 0:11 ↗
- Conversational Strategy StudioWatch the explanation · 0:11 ↗
- Research, watchlists and market moversWatch the explanation · 0:11 ↗
- Portfolio allocation and monthly reviewWatch the explanation · 0:22 ↗
- Earnings rules and event playbooksWatch the explanation · 0:22 ↗
- Timed orders and settlement visibilityWatch the explanation · 0:32 ↗
- Futures research proposalsWatch the explanation · 0:45 ↗
- Approved daily recap productionWatch the explanation · 0:45 ↗
- Bias-contextualized world newsWatch the explanation · 0:23 ↗
- Entity relationships and sentiment historyWatch the explanation · 0:23 ↗
- Prediction-market probability and risk viewsWatch the explanation · 0:34 ↗
Setup & availabilityThe finance screenshot uses Plaid demonstration data. Account views and briefs depend on configured connections. Backtests and paper fills are simulations, not guaranteed returns. Live execution depends on supported brokers, accounts, permissions, and strategy limits; optional market-intelligence products are separate capabilities.
A closer look
See the features.
Meet your connected workspace