Tools that turn information into decisions
Each tool is designed to impose discipline on one part of your investing process.
Conviction Tracker
Separate price moves from thesis changes
The Conviction Tracker forces you to articulate your thesis for every position and rate your confidence independently of price action. When the stock drops but your thesis holds, you know the difference. When the thesis breaks, you know it is time to act.
Who it's for
Any investor who wants to reduce emotional decisions and build a documented process.
How it works
- 1Add tickers you follow or own
- 2Set your thesis and conviction level (0–100)
- 3Review weekly — update based on thesis changes, not price
- 4Track your conviction history over time
Services growth + buybacks
AI monetization underway
Data center dominance
AWS margin expansion
Portfolio Health Check
See your risk at a glance
Get a clear picture of your portfolio's concentration risk, sector balance, time horizon alignment, and overall diversification. The health score tells you where your portfolio is strong and where it's vulnerable.
Who it's for
Investors who want to know if their portfolio matches their actual risk tolerance and goals.
How it works
- 1Input your current positions and allocations
- 2The system analyzes concentration, correlation, and balance
- 3Get a composite health score from 0 to 100
- 4Receive specific suggestions for improvement
Earnings Risk Radar
Know what is coming before it hits
See which positions in your portfolio face upcoming earnings reports, their historical post-earnings volatility, and how to prepare. Never be blindsided by an earnings announcement again.
Who it's for
Active investors who want to manage event risk proactively instead of reactively.
How it works
- 1Syncs with your tracked tickers
- 2Shows upcoming earnings dates on a calendar heatmap
- 3Displays historical post-earnings volatility for each name
- 4Flags positions with the highest event risk
AI Investment Assistant
Your personal investment analyst
An AI chatbot specifically trained with Equity Intel strategy and psychology. Ask questions about stocks, get help analyzing companies, understand market dynamics, and learn investing concepts. It's like having an investment mentor available 24/7.
Who it's for
Any investor who wants real-time guidance while researching, learning, or making decisions.
How it works
- 1Ask questions about specific stocks or market concepts
- 2Get analysis based on Equity Intel methodology
- 3Learn investment psychology and discipline strategies
- 4Receive guidance aligned with long-term investing principles
What should I look at when analyzing NVDA's earnings?
Focus on data center revenue growth, GPU demand trends, and guidance for next quarter...