Introducing the AI Council
Samuel Batista · July 6, 2026
Most "AI investing" tools give you one model, prompted once, answering in a vacuum. We built something different: a Council — several AI portfolio managers, each with its own persona and investing philosophy, that you can talk to individually or put in a room together.
Grounded, not generic
The single most important design decision behind the AI Council is that it never reasons about the market in the abstract. Every conversation is grounded in your actual portfolio — your real positions, weights, and performance — pulled straight from your synced or imported holdings. Ask a portfolio manager what it thinks of your allocation, and it's answering about your allocation, not a hypothetical one.
Two ways to use it
- 1:1 chat — pick one advisor and talk through an idea, a position, or a question, the way you would with a single analyst.
- Debate mode — hand the whole Council a trade idea or a question and let them argue it out from their different perspectives before returning a synthesized recommendation. Disagreement is the point; it's how you find the weak spots in an idea before you act on it.
You're the one who tunes it
Every advisor's system prompt — what we call its "SOUL" — is editable in the app. Don't like how aggressively one advisor weighs momentum? Adjust it. Want a fourth advisor with a completely different philosophy? Add one. Every edit is versioned so you can always see exactly what changed and roll back if a tweak didn't land the way you expected.
The AI Council is part of the Pro and Ultimate plans, which activate at public launch — during early access every account runs on the Free tier. See pricing for details, or read how it works in the docs.