Give your portfolio a superbrain.

Research. Watch. Test. In your texts.

Whatever you want to understand, track, or test.

Just text Phi.

Deep research
dig into MU vs SNDK for me
on it. checking SEC filings, earnings, memory pricing + analyst estimates
MU is cheaper with more HBM exposure. SNDK is more of a pure NAND bet
btw, you're already 22% exposed to memory. anything else you wanna dig into?
Mirror public trades
mirror pelosi's trades with 200 bucks
done. shadowing her disclosures with $200 from here
i'll keep you posted on the orders to place
Proactive monitoring
trump just tweeted this. could hit NVDA, and maybe GM too given the tariff angletruthsocial.com/@realDonaldTrump/...
you've got $2.6k in GM with similar exposure
lmk if either drops 5%
got you. watching them
Run strategies
yo phi, i wanna mess around with options
run the wheel on NVDA with $20k paper cash
done. i'll keep it running + track it against just holding NVDA
Rebalance in plain English
i feel like i'm way too heavy in tech rn
yeah, you're at 43%
can we get that down to 30%?
yep. mapping out the trades now
Ask your portfolio
show me what actually made me money this year
NVDA+$2,840 (54%)
MSFT+$1,410 (27%)
AAPL+$620 (12%)
SNDK+$390 (7%)
Other-$540 (-10%)
Never loses context
thinking about buying more TSLA
wait lol, you're about to break your own rule
in may you said you wouldn't let it get above 15% of your portfolio. you're at 14.7% rn
bruh i forgot
i didn't

Research that runs 24/7

Filings, earnings, markets, news, social, and more. Phi keeps digging even when you’re not.

φ0%
reading filings
φPhi
microsoft's q4 call is out. azure beat, but they guided margins lower for next quarter
EarningsMSFT Q4 call transcript
pelosi disclosed a new semi position 20 min ago. want me to shadow it?
CongressPelosi new transaction disclosed

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FAQ

YOU
is phi a financial advisor?
PHI
no, phi gives you research, analysis, monitoring, and tools to help you understand your investments
it doesn’t provide personalized financial advice or make investment decisions for you
you remain in full control of all decisions
YOU
how does phi understand my investments?
PHI
you connect your brokerage with read only access
phi can then understand what you own, how your portfolio changes, and what news, filings, earnings, and market events actually matter to you
YOU
can phi move money or place trades?
PHI
not right now, phi is read only
it can help you research a trade, test it in a paper portfolio, or tell you exactly what to place
you stay in control of execution
YOU
how is phi different from a chatbot like chatgpt?
PHI
a chatbot like chatgpt waits for you to ask. phi connects to your portfolio and texts you first on what moves your money, earnings, news, big moves, and what it means for you
it’s trained to think like an equity analyst, with access to research and data a general chatbot can’t touch
and it does things chatgpt can’t, like spinning up paper trades to test an idea, and it remembers everything across your holdings and research
YOU
do i need to download an app?
PHI
no, phi lives in your texts
connect your portfolio once, then talk to it like any other contact
YOU
which platforms is phi available on?
PHI
phi works best on iMessage, which is end-to-end encrypted
it also works over SMS if you’re not on iMessage
YOU
is my data safe with phi?
PHI
security is core to phi. we connect to your brokerage through snaptrade, an industry-standard provider trusted across fintech, using bank-level encryption and read-only access
phi never sees your login credentials and can’t move money or place trades
you stay fully in control of your accounts
YOU
will phi spam me with messages?
PHI
no, phi is designed to text you when something actually matters, not every time the market moves
you can also tell it what you want to watch and how often you want updates
YOU
what’s next for phi?
PHI
the free beta is launching soon
join the waitlist and we’ll text you when your spot is ready