Discover ideas, research with specialist agents, and stay on top of your portfolio. Market intelligence, monitoring, and a conversation with Mack—all connected to what matters to you.
For individual investors. Private beta, by invitation.A daily perspective.
A longer-term point of view.
Start with the developments that matter to what you own.
Bring the latest company results back to your original reason for owning Microsoft.
Does the new evidence support your long-term view?
Illustrative preview · Example scenarios, not current research.
Your portfolio as context
Evidence you can inspect
A memory for your thesis
The market gives you more information.
MackAI helps you put it in perspective.
A daily view of portfolio developments, upcoming events, and research that deserves your attention.
Connect filings, earnings, company research, and market context without starting from scratch each time.
The business. The setup. The open questions.
Preserve the reason you invested. Revisit it as the evidence changes, with your original thinking close at hand.
From the first idea to the next portfolio review.
The tools—and the context—stay together.
Ask about a company, a portfolio move, or the research you’re reading. Mack brings your holdings, cash, watch plans, and saved research into the conversation, with current search when needed.
“What’s driving my portfolio today?”
“What could challenge my view on this company?”
“How does this idea compare with what I own?”
Run a focused investigation or coordinate a Holding Review across fresh developments, financials, and technical levels. Save the report, inspect its sources, and ask follow-up questions.
Full Portfolio Audit, Earnings Analysis, Ripple, Supply Chain, Hidden Angle, Framework Analysis, and the Opportunity Pipeline extend the research across your portfolio and beyond.
Completed reports stay in history, with a dedicated report chat for follow-up questions.
Look beyond the names you already follow, with the company case and the questions still worth asking.
Bring price, positioning, and company evidence into the same research process.
Connect what you own, how it is performing, and the evidence that could challenge your thinking.
Turn a collection of stocks into a research routine with priorities, watch plans, and timely reminders.
Next Dollar for capital-allocation research, Portfolio Copilot for a combined portfolio review, and themed portfolios. These workspaces currently have internal-only access.
A useful answer should leave you better informed. Follow the source, understand the interpretation, and see what remains unresolved.
MackAI supports your research. The perspective—and the decision—stays yours.
Read the quarterly filing and earnings release. Check the reporting period before comparing results.
Quarterly filing Primary source typeCompare the new information with the growth, margins, and risks your investment case depends on.
Record the evidence you still need. A clear uncertainty is more useful than borrowed confidence.
Your portfolio, your research, your reasoning.
Bring them together with MackAI.