Daily Financial Digest
One trading-day briefing, shared with every reader
Selects 20 stocks, reuses daily research and charts, and publishes a summary with the complete report. Confirmed subscribers receive the same public edition with their own unsubscribe links.
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Index Research
Sector sentiment, at scale
Builds a sentiment and volatility map across an index and its sectors. The heavy work runs across every sector at once, then composes into one interactive heatmap.
Macro
What's moving the world, and what it means for you
Reads the world’s news, works out which current events actually matter, then checks each one against the instruments that would move if it were real — and maps the survivors onto what you actually own.
Stock Research
A grounded, self-learning read
Researches a single name end to end: company data, prices, news, technicals, sentiment, and a forecast. Most of the work is deterministic and statistical; a model is used only to summarize at the end.
Financial Goal
From an idea to a funded plan
Turns a plain-language goal into a budgeted plan with vision art and milestone reminders. The person stays in the loop, adjusting inputs and seeing the plan recalculate before they commit.
Personalized Goal Images
A generic capability the goal flow opts into
A user's own photo can condition a goal's inspiration images so they preserve the person's likeness. The upload, storage, and generation are generic platform capabilities; the goal flow simply opts in, self-only and consent-gated.
Financial DNA
A behavioral risk profile
A guided assessment that reads how someone actually behaves with money, then produces a persona and risk profile. The path adapts to answers, skipping prompts that no longer apply.
Advisor Review
Drift to a governed recommendation
For licensed advisors within an authorized enterprise. Watches a portfolio for drift from its target allocation and drafts a rebalancing recommendation for the responsible licensed advisor’s independent review and approval. This workflow does not provide investment advice directly to the public.
Enterprise Onboarding
Register, approve, provision
A prospective organization registers, the request is routed to a platform administrator for approval, and on approval the new tenant and its owner are provisioned with a single-use invite.
Guided Intake & Safety-First Triage
From a hard moment to a clear next step
Captures a legal or life problem with the minimum operational detail, puts safety ahead of any process step, and enters the matter into a scoped triage queue with a reference and a next step.
Deadline Calculator
The date on a notice becomes a response window
Turns the date on a notice into the exact response window from verified rules (an eviction answer date, an EEOC charge limit, a debt-suit answer date), and never guesses when a rule is not verified.
Find Help Near Me
Real local providers, no account needed
A public, no-login search that matches a ZIP and situation to one directory of legal aid plus food, housing, and crisis lines, with an eligibility estimate and a plain view of likely cost after free help.
Smart Routing
A matter to the right person, with a clock
Suggests the right queue and the best available person for each matter, matching issue to specialty and preferring a shared language and open capacity, then creates a real assignment with a service deadline.
Referral Packet & Wallet Card
One click hands the client something real
From any case, one click composes a printable PDF referral packet (ranked local providers, the verified deadline, and a matter-specific what-to-bring checklist, crisis contacts first), plus a pocket-sized wallet card.
Career DNA
A skills and readiness profile
A guided assessment that reads how someone works, what they can do, and how ready they are to move. It produces a persona, a skill-gap map, and a readiness score that personalize every other career flow. The same assessment pattern proven by Financial DNA, aimed at a career.
Layoff Triage
The first 72 hours, made calm
For someone who was just laid off. It quantifies how long their money lasts from their savings (their real linked-account cash if they have a bank connected), burn, and any severance, checks the benefits and deadlines they can act on, drafts the messages they need, and turns it all into a dated plan routed as tracked tasks and dropped on the calendar. Money and career in one flow, which a résumé tool cannot do and a budgeting app cannot do.
Land Your Next Role
Target, prepare, apply, track
Turns a target role into a prep plan, generated materials, and a tracked application pipeline. It writes résumés, outreach, and brand visuals for review, produces a personalized interview-prep video, and lands every deadline on the calendar. This is where image and video generation earn their place.
Reskill Pathway
An adaptive path that learns
An adaptive learning path into a new field, ordered by prerequisites, that measures mastery and adapts to it. Every quiz is ground truth, so the engine learns which paths actually build the skill, and weak spots get a personalized lesson video. The tightest continuous-learning loop in the domain.