Give your portfolio a superbrain.

Research. Watch. Test. In your texts.

Private beta · rolling access

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, and analyst estimates.
MU is cheaper with more HBM exposure. SNDK is more of a pure NAND play.
You're already 22% exposed to memory. Anything else you'd like to explore?
Mirror public trades
mirror pelosi's trades with 200 bucks
Done. Shadowing her disclosures with $200 from here.
I'll keep you updated on the orders to place.
Proactive monitoring
Trump just posted this. It could affect NVDA, and possibly GM given the tariff exposure.truthsocial.com/@realDonaldTrump/...
You have $2.6k in GM with similar exposure.
lmk if either drops 5%👀
Understood. Monitoring both.
Paper trade strategies
yo phi, i wanna mess around with options
run the wheel on NVDA with $20k paper cash
Done. I'll keep it running and track it against simply holding NVDA.
Rebalance in plain English
i feel like i'm way too heavy in tech rn
Yes, you're at 43%.
can we get that down to 30%?
Yes. 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%)
Remembers everything
thinking about buying more TSLA
That would put you above your own limit.
In May, you said you wouldn't let it exceed 15% of your portfolio. You're at 14.7% now.
bruh i forgot
That's what I'm here for.❤️

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 expectations, but they guided margins lower for next quarter.
EarningsMSFT Q4 call transcript
Pelosi disclosed a new semiconductor position 20 min ago. Would you like me to shadow it?
CongressPelosi new transaction disclosed

Phi remembers everything that matters.

Over time, Phi builds a model of you as an investor, not just a record of your portfolio.

your ruleDon’t let any single position get above 20%
your thesisYou’re bullish on AI infrastructure long term
your watchlistYou keep checking AMD but haven’t bought yet
your patternYou tend to sell too quickly after sharp drops
your lifeJob interview on Thursday
φPhi
NVDA’s down 7% on the chip headline. You tend to sell too quickly on drops like this, but your AI infrastructure thesis runs 5 years and you’re still under your 20% cap. AMD, which you’ve been watching, is lower too. Focus on your interview Thursday. I’ll monitor this.

Secure portfolio connections powered by SnapTrade

Read-only access across leading brokerages in Canada and the United States

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 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 about earnings, news, major moves, and what they mean for your investments.
It’s trained to think like an equity analyst, with access to research and data a general chatbot can’t access.
It also does things ChatGPT can’t, like running paper trades to test an idea, and it remembers everything across your holdings and research.
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 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
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 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 private beta is rolling out now.
Join the waitlist and we’ll text you when your spot is ready.