AI-Native Investing

Research deeper.
Act faster.

Create stock universes, run AI research across every position, build strategies, and automate execution — in one structured workspace.

Get early access See it in action ↓
The platform

One workspace. Every edge.

From first question to final trade — structured, intelligent, and fast.

Aero — Semiconductor Thesis
What are you researching today?
⏎ to create table
Semiconductor Thesis
+ New
Ticker
Company
Price
1D %
YTD %
Signal
01
NVDA
NVIDIA Corporation
$892.40
+2.4%
+18.7%
BUY
02
ASML
ASML Holding
$1,024
+0.8%
+12.3%
BUY
03
TSM
Taiwan Semiconductor
$178.60
−0.3%
+8.1%
HOLD
04
KLAC
KLA Corporation
$812.50
+0.5%
+1.4%
BUY
05
MRVL
Marvell Technology
$98.20
+1.8%
+4.2%
WATCH
Add Column
Enrich your table with data, signals, and AI
✕
POPULAR
INDICATORS
STRATEGIES
AI COLUMN
FORMULA
INTEGRATIONS
Revenue Growth (3Y avg)
3-year average revenue growth rate
Added by 3,841 users
Insider Buying 30D
Net insider purchases last 30 days
Added by 2,143 users
Congress Trades 30D
Congressional buy/sell activity
Added by 1,892 users
Reddit Sentiment Score
Weighted sentiment from WSB & subs
Added by 1,654 users
AI Prompt
Research

Augment every cell
with intelligence.

AI columns that run prompts. Formulas that compose signals. Integrations that plug into institutional sources.

Research Demo
Semiconductor Thesis
Filter
Sort
+ Add Column
Ticker
Company
Price
Mkt Cap
Rev Growth
01
NVDA
NVIDIA
$892
$2.2T
+122%
02
ASML
ASML Holding
$1,024
$420B
+34%
03
TSM
TSMC
$178
$920B
+26%
04
KLAC
KLA Corp
$812
$112B
+18%

Add Column

Enrich your table with data, signals, strategies and AI

POPULAR
INDICATORS
STRATEGIES
★ AI COLUMN
FORMULA
INTEGRATIONS
COLUMN PROMPT
SUGGESTIONS
DATA SOURCE
OUTPUT TYPE
RUN SETTINGS
ONE-TIME
DAILY
WEEKLY
CONDITIONAL
Semiconductor Thesis
Filter
Sort
+ Add Column
Ticker
Company
Moat
Sentiment
Rev Rank
01
NVDA
NVIDIA
94
92
#1
02
ASML
ASML
97
84
#2
03
TSM
TSMC
88
62
#3
04
KLAC
KLA
82
76
#4

Add Column

Enrich your table with data, signals, strategies and AI

POPULAR
INDICATORS
STRATEGIES
★ AI COLUMN
FORMULA
INTEGRATIONS
MANUAL BUILDER
AI-ASSISTED
DESCRIBE YOUR FORMULA
Semiconductor Thesis
Filter
Sort
+ Add Column
Ticker
Company
Price
Mkt Cap
Rev Growth
01
NVDA
NVIDIA
$892
$2.2T
+122%
02
ASML
ASML Holding
$1,024
$420B
+34%
03
TSM
TSMC
$178
$920B
+26%
04
KLAC
KLA Corp
$812
$112B
+18%

Add Column

Enrich your table with data, signals, strategies and AI

POPULAR
INDICATORS
STRATEGIES
★ AI COLUMN
FORMULA
INTEGRATIONS
Data Providers
FactSet
Financial data & analytics
Benzinga
News & sentiment
AlphaSense
Enterprise intelligence
+ Add integration
FactSet
Institutional-grade financial data
● CONNECTED
Fundamental
Analyst Rating
Consensus buy/hold/sell from FactSet-aggregated analyst coverage
Texte.g. BUY • 18 analysts
Price Target (Consensus)
12-month consensus price target with high/low range
Currency
EPS Estimate Revision
Direction of analyst EPS estimate revisions over last 30 days
Text
0 columns selected
AI Chat

Ask anything about
your portfolio.

Chat directly with your data. Ask questions, get answers, and take action — all in plain English.

which semis in my watchlist have the strongest momentum?
✦
Based on your Semiconductor Watchlist, NVDA, MRVL, and KLAC are leading on momentum — all three are up YTD, carry BUY signals, and have AI scores above 76. NVDA is the standout at 91 with +8.2% YTD and accelerating revenue growth.
any of them near a 52-week high?
✦
KLAC is trading within 4% of its 52-week high at $812.50 vs. a high of $847. NVDA is ~18% below its high but still in a strong uptrend. MRVL is about 12% off its high — positive but not stretched.
add a 52W High % column to the table
✦
Done — 52W High % column added to your Semiconductor Watchlist. KLAC shows −4.1%, NVDA −18.2%, MRVL −11.8%. Column is set to auto-refresh daily.
Ask anything about your portfolio...
Create

Build tables from
any source.

Describe what you're tracking. Aero creates a structured, live table from prompts, channels, feeds, and more.

|
Results limited to US equities. Data from last annual filing. Max 1000 results per query.
A
Follow @TomNash on YouTube and list all stocks he mentions with his sentiment
✦
Connected to @TomNash. Scanning last 30 videos for stock mentions...
TickerSentimentVideoDateViews
PLTRBullish"PLTR is about to EXPLODE"2d ago142K
SMCIBearish"I was WRONG about SMCI"5d ago98K
IONQBullish"Quantum breakthrough changes everything"1w ago201K
CRWDNeutral"Is CrowdStrike still worth it?"2w ago76K
Auto-updates when new videos are posted.
A
Follow r/wallstreetbets and capture all stocks mentioned with sentiment and mention count
✦
Connected to r/wallstreetbets. Analyzing top posts from last 24 hours...
TickerSentimentTop PostMentionsUpvotes
GMEBullish"Short interest at 24% and rising"1,2472.4K
TSLABearish"Margins declining, puts printing"8921.8K
SOFIBullish"Just turned profitable, huge tailwind"341956
AAPLNeutral"iPhone sales flat but services growing"5671.2K
Auto-refreshes every hour. Tracks mentions across all post types.
Strategy

Build strategies
with AI.

Describe your logic in plain English. Aero parses it into structured, backtestable strategies.

Strategies
Reusable decision engines — scoring models, probability forecasts, and signals.
NAMETYPEOUTPUTSTATUS
Undervalued Momentum Score
Score stocks 0-100 using value (40%), momentum (35%)...
SCORE0–100 ScoreACTIVE
50%+ Return Probability
Predict which growth stocks will deliver 50%+ returns...
PROBABILITY0–1 ProbACTIVE
Breakout Signal v2
BUY when price breaks above 20-day high with 150%+ volume...
SIGNALBUY/SELL/HOLDACTIVE
Earnings Beat Predictor
Predict earnings beats based on guidance history...
PROBABILITY0–1 ProbDRAFT
Create Strategy
STEP 1 OF 3 — SELECT TYPE
What kind of strategy do you want to build?
Each type produces a different output and uses a different builder.
⚖
Score / Ranking
Rank assets 0–100 using weighted multi-factor logic.
0-100 SCORE
📊
Probability / Forecast
Predict likelihood of a specific outcome using ML models.
0-1 PROBABILITY
📈
Trading Signal
Generate BUY / SELL / HOLD with entry/exit logic.
BUY/SELL/HOLD
⇄
Import / Translate
Paste Pine Script, Google Sheets, or pseudocode.
Score / Ranking
STEP 3 OF 3 — BUILD
⊕ AI STRATEGY BUILDERSCORE
NAME —
ORIGINAL PROMPT
—
Describe your strategy in plain English.
Include factors, weights, and thresholds.
≡ CALCULATION FORMULA
Describe your strategy on the left
and click GENERATE to build the formula.
{} JSON OUTPUT
Structured JSON generates alongside
the formula — ready to copy.
🔔 ALERTS & ACTIONS
Fire when output value
is >75
NOTIFY VIA
🔔 Push 💬 SMS ✉ Email
Execute

Strategies run
inside your table.

Click any strategy to expand its backtested columns directly into the table. See P&L, drawdown, and signals per asset — side by side.

Semiconductor WatchlistAUTO
11 ASSETS
FILTERS Sector = Semiconductors AI Score > 70 Mkt Cap > $10B EDIT CRITERIA
MACD BREAKOUT BACKTESTED ▲ 50%+ RETURN PROB AI MODEL ▲
TICKER ↕PRICE ↕1D % ↕YTD % ↕AI SCORE ↕SIGNAL ↕P/E ↕THESIS ↕ P&L ↕DRAWDOWN ↕TRADES ↕ PROBABILITY ↕CONF ↕HORIZON ↕
Automation

Turn insight
into action.

Close the loop. Research to strategy to execution — automated triggers, alerts, and portfolio actions.

Research

AI identifies opportunity

AI columns flag stocks matching your thesis criteria across the universe.

Moat score > 80
Revenue growth > 15%
Strategy

Strategy generates signal

Active strategy evaluates against entry rules and position sizing.

RSI < 30 ✓
Signal: BUY
Action

Automated execution

Trigger orders, rebalance, send alerts, or queue for review.

Buy 200 shares NVDA
Alert sent
Portfolio Intelligence

Most portfolios are worse
than their owners think.

Hidden overlap, sector concentration, stranded losses — Aero surfaces every blind spot and tells you exactly how to fix it.

Portfolio Score
LIVE
—
—
Diversif.
—
Risk Mgmt
—
Tax Effic.
—
Overlap
—
31 positions · $1.11M
Last updated: just now
Issues Found
4 CRITICAL
ETF Overlap Crisis — 91% Redundancy
VOO + VTI + ITOT + SCHB are near-identical. You're paying 4× fees for one position's exposure.
CRITICAL
Tech Overweight — 68% Single Sector
Portfolio correlates 0.91 with NASDAQ-100. A 20% tech drawdown hits you at −13.6% net worth.
HIGH RISK
$10,767 Harvestable Losses — Unharvested
IONQ, QBTS, QUBT are underwater with no tax-loss harvest applied. Recoverable via wash-sale rules.
OPTIMIZE
Zero International Exposure
100% US equities. No VXUS, EFA, or EM. Missing 50% of global market cap and significant diversification alpha.
MISSING
ETF Overlap Matrix
▓ >50% overlap flagged
6 ETFs · $892K combined
VOO
VTI
ITOT
SCHB
SCHD
QQQ
VOO
—
94%
93%
91%
38%
82%
VTI
94%
—
97%
96%
35%
78%
ITOT
93%
97%
—
98%
34%
77%
SCHB
91%
96%
98%
—
33%
76%
SCHD
38%
35%
34%
33%
—
22%
QQQ
82%
78%
77%
76%
22%
—
>70% critical
30–70% moderate
<30% acceptable
✦ Aero recommends
VOO + VTI + ITOT + SCHB are functionally identical. Consolidate into VOO only — eliminate $278K in redundant exposure, save ~$420/yr in fees.
✦ AI Recommendations
Score 67 → 84
SELL
ITOT $136,754 · full position
92–98% overlap with VOO. Realise $74K LTCG, redirect capital to international exposure.
−$136K
free capital
TRIM
SCHD $288K → $144K · reduce 50%
26% portfolio in one dividend ETF. Trim to $144K, deploy proceeds to healthcare and defense sectors.
−$144K
redeployed
ADD
VXUS $60K target · new position
Zero intl exposure. VXUS covers 8,000 non-US stocks. Drops NASDAQ correlation from 0.91 → 0.64.
+$60K
allocated
HARVEST
IONQ + QBTS + QUBT
$10,767 in unrealised losses. Harvest to offset gains, reinvest after 31-day wash-sale window.
$10,767
harvested
Implementing all 4 actions raises your score to 84 and frees ~$165K in deployable capital.
Impact Summary
Score
67
before
→
84
after
Capital freed
~$165K
Net tax impact
~$8K
Losses harvested
$10,767
Annual fee saved
$1,840
NASDAQ corr.
0.91 → 0.64
News affecting your portfolio
All
Bullish
Bearish
High Impact
Bullish Catalysts
3
Potential upside drivers
Bearish Risks
4
Active headwinds
Watch Items
1
Monitor · no clear direction
Biggest Upside
+15%
NVDA GTC backlog confirmed
▼
Fed hawkish hold — only 1 cut forecast for 2026
Powell: Iran war makes inflation "uncertain". S&P 500 broke 200-day MA. Stagflation scenario compresses QQQ/SMH multiples most.
QQQ ↓SMH ↓SCHD ↓
−8% headwind
▲
NVDA GTC: $1 trillion chip order backlog through 2027
Jensen Huang doubled prior $500B forecast. 38/43 analysts Strong Buy. Consensus target $274 (+50%). Your position is only $916 — massively underweighted.
NVDA ↑SMH ↑QQQ ↑
+15% upside
▼
Brent crude hit $119 this morning — Qatar LNG struck
Iran struck Qatari LNG (17% regional output). S&P futures down again. Oil shock = inflation = delayed cuts = multiple compression for growth stocks.
QQQ ↓SMH ↓FANG →GLD ↑
−5% headwind
▲
Gold at record highs — JPM targets $6,300/oz by year-end
Central bank buying structural (China, Russia diversifying $). War safe-haven bid + dollar diversification. Your GLD is only 1.2% of portfolio.
GLD ↑
+12% upside
◆
AI Infrastructure Surge — $700B hyperscaler capex in 2026
NVDA $1T backlog. Micron HBM demand +40%/yr. AI is accelerating. Mixed impact: benefits NVDA/SMH, headwind for legacy tech MSFT/ORCL.
NVDA ↑SMH ↑ORCL ↓
Mixed
Position Scores ✦ AI SCORED
Growth · Value · Momentum · 5Y · 10Y trajectory
Symbol
Type
Value
YTD
Growth
Value
NOW
5Y
10Y
NOW
5Y
10Y
Scores blend Piotroski F-Score, Altman Z-Score, earnings growth trajectory, sector mean-reversion, and moat durability. Updated quarterly.

One workspace.
Every edge.

Join the waitlist for early access to the AI-native investing platform built for serious investors.

Get early access Read the docs