Everything you need to research, build, and run a portfolio
One AI partner across the entire investing journey — from a first question to a fully automated strategy.
Research anything, in plain English
Ask about any stock, ETF, or your whole portfolio and get context-aware, research-backed answers — with the numbers to back them up.
- ✓Knows the asset you're viewing and tailors every answer
- ✓Cites real data and compares against peers
- ✓Streams responses in real time
A portfolio built around you
Warren generates a diversified portfolio matched to your risk appetite, goals, and time horizon — fully transparent, never a black box.
- ✓Risk-matched allocation across sectors
- ✓Clear reasoning behind every position
- ✓Rebalances as your goals change
Set the rules. Let agents trade them
Deploy price-fenced buy and sell agents that watch the market 24/7 and execute to your mandate — so you don't have to stare at charts.
- ✓Conditional price fences for entries and exits
- ✓AI proposals you approve before anything runs
- ✓Full worklog of every decision and fill
Bring your real portfolio
Securely link your brokerage to sync holdings and execute trades, or import a portfolio to analyze — bank-grade and read-only by default.
- ✓Connect leading brokers in a few taps
- ✓Sync live holdings automatically
- ✓Import statements to analyze instantly
Know your risk before the market does
Track diversification, sector concentration, and volatility with clear, actionable monitoring that flags issues early.
- ✓Live volatility and drawdown tracking
- ✓Concentration and diversification scoring
- ✓Plain-language alerts when risk shifts
Stay ahead of what's moving
Market movers, corporate events, and a personalized news feed — everything that matters to your holdings, in one place.
- ✓Top gainers and losers at a glance
- ✓Earnings, dividends, IPOs and splits
- ✓News filtered to what you actually own