Instant alerts
You get an instant text when anything unexpected happens, like a 3am trade, a ticker you have never touched, or a position five times your normal size.
Independent, read-only monitoring across all your brokerage accounts, built for the agent era.
Planned pricing: $12 per month
What you get
Instant alerts
You get an instant text when anything unexpected happens, like a 3am trade, a ticker you have never touched, or a position five times your normal size.
Tax trap detection
Cross-account tax traps are caught before and after they happen: wash sales including the IRA version, long-term dates with the dollar difference shown, and a running estimate of what you will owe in April.
Your limits, logged
Your own limits become alerts, such as telling you when more than $500 trades in a day, and every agent action lands in a permanent log.
How it works
Connect your accounts read-only in minutes.
Set two or three plain-number limits.
Receive texts, a weekly digest, and a tax summary before April.
Pricing
Planned pricing
Early access
Drop your email and we will reach out when this is ready to use.