All your portfolios and accounts in one place. Review holdings across accounts, check concentration, and ask AI research questions using your portfolio data. Connect supported accounts through Plaid or import a CSV or PDF statement.
Illustrative sample data.
Connect the accounts you already have
Institutions Plaid supports connect automatically. For anything else, import a CSV or PDF statement. Interactive Brokers also syncs trade-level detail through Flex Reports. Coverage depends on each institution.
Five specialist agents study a position at the same time. A sixth, Synthesis, reads all five reports and writes one clear view.
Ask about your holdings, lots and accounts. Pick a scenario or watch them rotate.
Full Review, Risk Assessment, Allocation Drift, Tax-Loss Review, Entry Levels and Exit Scenarios. Pick a mode or type your own question.
Write down why you bought. The AI checks each position against that thesis and flags where it may have drifted.
One screen each morning: portfolio value, the major indices and alerts on your holdings.
Sample output with illustrative numbers. AI features run on your own Anthropic API key, sent from your browser directly to Anthropic. JuvinEdge never sees those requests. AI output is for research and information only. It is not investment advice or a recommendation to buy or sell any security.
Connect Fidelity, Charles Schwab, Vanguard, Merrill, Interactive Brokers, Robinhood and other Plaid-supported institutions, or import a CSV or PDF statement. Equities, options, bonds and cash appear in one place. Refresh timing depends on your institution and connection method.
Compare daily and year-to-date performance by position and broker, with unrealized and realized gains.
Plaid refreshes balances and holdings on the schedule your institution allows. Interactive Brokers Flex Reports sync overnight. Timing varies by institution.
Sector weights, concentration and beta, plus custom groupings you define across accounts.
See short-term and long-term lots, unrealized losses you may want to review, and an earnings calendar for the names you hold.
Search transaction history from your connected accounts and imported statements. Keep a trade journal for your reasoning, and export it any time.
JuvinEdge earns money from subscriptions only. We don't sell or share portfolio data, and there are no ads. Where your data lives depends on the deployment you choose.
Individual or Professional, billed monthly or annually. AI features require your own Anthropic API key, with usage billed separately by Anthropic.
14-day trial on both plans · No credit card to start · Cancel any time
Savings compare each annual price with 12 monthly payments.