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
Give your portfolio a superbrain.
Research. Watch. Test. In your texts.
9:41
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Phi
iMessage
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?
Proactive monitoring
TSLA just dropped 7%. trump posted about new EV tariffs 20 min ago + it looks relatedtruthsocial.com/@realDonaldTrump/...
you've also got $2.6k in GM with similar exposure
lmk if GM drops 5% too
got you. watching it
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.
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reading filings
φPhi
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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
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?
PHI
chatbots wait for you to ask, phi already knows your portfolio and continuously watches what matters
it can proactively text you when something changes, instead of waiting for a prompt
it also has deep investment research integrations and long term financial memory across your portfolio, research, and paper trades
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 with iMessage
it also supports SMS fallback, so you can use phi through regular text messages too
YOU
is my data safe with phi?
PHI
phi uses snaptrade to connect to your brokerage securely
your brokerage credentials aren’t shared with phi, and access is read only
phi can’t move money or place trades
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 beta is launching for free soon
join the waitlist and we’ll send you a text when it’s ready to try