No black box. For each feature: when it runs, exactly what data it sees, what it produces, and which model does the work. If it isn't on this page, the AI doesn't do it.
Broker keys can see positions, never trade, never move money. The AI inherits the same limit: it proposes, you execute.
Portfolio data is never used to train models. Encrypted at rest (AES-256-GCM), exportable any time, deleted on request.
Every AI call is metered against your tier's limit and shown in your usage, with no silent background spend.
Every feature on this page runs on Anthropic's Claude, one of the most capable and safety-focused AI model families available. Free and Pro run on Claude Sonnet 4.6; Pro+ and Premium get Claude Opus 4.8 for deeper analysis. Each feature has a purpose-built prompt with structured instructions, scoring frameworks, and output constraints. Your portfolio data stays between you and the AI. We never train on your data.
The scheduled core — runs on your cadence, not the news cycle.
Four analyst lenses produce an exact allocation for your budget: specific tickers, specific amounts, differentiated conviction, at least one honest "consider reducing". Machine-validated before display.
A short pre-market read on your book: overnight moves, earnings surprises, analyst changes, today's catalysts, what to ignore.
Your week ahead, delivered before the market opens: top movers, action alerts, the key risk to watch, earnings dates.
Every trade or allocation the AI ever suggests is logged with the price at the time and its reasoning, so you can hold the desk accountable and see how its calls played out.
Each costs one AI call against your limit.
Ask anything about your book. The desk fetches before it speaks: live movers, cited headlines, analyst changes, portfolio beta. It remembers the whole conversation and tells you when the right move is nothing.
A full thesis review on any holding: valuation, fundamentals, technicals, peer comparison, catalysts, and whether your original reason to own it still stands.
The next 30-60 days of dated events across your holdings and watchlist: earnings, Fed decisions, launches, regulatory actions, so nothing ambushes you.
How a stock stacks against an AI-selected peer set on valuation, growth and margins, with a plain-English verdict: premium or discount, and whether the gap is justified.
The strongest honest bear case on any stock you own. Adversarial by design: attacks valuation, fundamentals, positioning and sizing, with drawdown estimates and a thesis durability score.
Tone analysis across two consecutive earnings calls: conviction, guidance language, Q&A evasiveness, hedging patterns. Catches shifts 1-2 quarters before the numbers do.
Scores every position on fundamentals, technicals, and theme fit (1-10 each, with defined bands so everything doesn't cluster at 7), a quick health grid for the whole book.
Describe a theme in plain English and get 5-8 candidate stocks; then, for anything on the list, an entry read: buy zone, wait, or walk away, with suggested size.
The discipline that sits across every surface.
One persona across chat, sessions, briefs, and alerts: anchored to your locked plan, required to give two-sided answers, allergic to FOMO. Tone changes by surface; discipline doesn't.
A back-and-forth session that ends in a concrete plan. Every proposal is machine-checked against your sector caps, exclusions, and position limits before you see it.
The same disciplined desk, in your pocket. Ask about your book from anywhere: same data, same rules, shorter answers.
Product questions only: how features work, where things live, what tiers include. Never touches your portfolio.
Pulled from your connected broker via read-only API. Holdings, cost basis, P&L, dividends, account value. Encrypted at rest with AES-256-GCM.
Live fundamentals, analyst ratings, earnings calendar, and company news from Finnhub. Refreshed on each analysis run.
Your goals, risk tolerance, themes, budget, and AI preferences from onboarding. Personalises every analysis. Editable anytime in Settings.
DeskFi is not authorised or regulated by the FCA. All AI-generated content is for informational and educational purposes only and does not constitute financial advice or a personal recommendation. Capital at risk. See our Risk Disclosure and Terms.
AI-generated research, not financial advice — and every word of it accountable.
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