Stop checking
charts.
CERTO is an email-first portfolio agent. Forward your statements, and receive a single, deductive weekly briefing. No noise, just signal.
Free for early adopters. Privacy focused.
Weekly Briefing
OCT 14To: emily@example.com
Portfolio Intelligence
Your Tech allocation successfully hedged the energy sector downturn. While XOM fell -2.1%, your heavy NVDA position (+4.2%) kept you net positive.
Drivers
Agent Action
"I've flagged 3 tax-loss harvesting opportunities in your Energy holdings. Reply 'Review' to see them."
Fintech promised clarity, but gave us homework.
We have more dashboards than ever, yet we feel less informed. It's time to outsource the analysis.
The Status Quo
The Certo Way
"Your Tech exposure increased by 4%..."
Your AI analyst team.
A coordinated team of specialist agents researches, analyzes, and synthesizes insights tailored to your portfolio.
The Orchestrator
"What do you need to know right now?"
Research Team
Scans markets, earnings calendars, and macro events. Powers 'The Week Ahead' briefings so you're never surprised.
Analysis Team
The Deductive Engine. Doesn't just track changes—explains WHY your portfolio moved and what it means.
Synthesis Team
Transforms complex data into clear, personal narratives. No jargon, just clarity.
Weekly Briefing
Insights on autopilot.
From raw statements to weekly clarity. Here's how it works.
Upload Your Statements
Drop your brokerage PDF or CSV. We support all major broker formats and handle the parsing automatically.
AI Connects the Dots
Our agents research news, earnings, and macro trends—then cross-reference with YOUR holdings to find what matters.
Weekly Briefings, No Effort
A clear, actionable email lands in your inbox. Know exactly what happened and why—without logging into anything.
Ready for clarity?
Join the waitlist and be first to experience AI-powered portfolio insights.
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