About
AI portfolio intelligence for individual investors
Tomcrest connects to your brokerage (read-only via Schwab OAuth), builds a picture of your holdings, and helps you research positions, track dividends, and ask questions grounded in your actual portfolio — not generic market chatter.
What we do
- Morning brief and portfolio-aware alerts
- Company research, fundamentals, and news in one place
- AI chat that knows your positions and watchlist context
- Dividend and allocation views tied to your holdings
What we don't do
- Place trades or move money — read-only access only
- Provide personalized financial, tax, or legal advice
- Guarantee accuracy of third-party market or company data
Contact us with questions, or read our Privacy Policy, Terms of Service, and security overview. Sign in to open the app.