You're the portfolio manager. Ask Ascend is your AI analyst. Ascend is the desk where your whole book lives.
Book, watchlists, research, theses, and risk in one terminal. The AI does the legwork and cites every source — but it never trades and never recommends. You make every call.
The desk is wide — thirteen surfaces and counting. These four are where the day actually happens: the analyst that reads, the book that thinks, the brief that briefs, and the hub that turns every earnings print into a verdict.
Ask Ascend reads your research, the latest earnings, the news, and the live tape. It drafts thesis updates and answers in plain language — and every claim links back to the line it came from. It’s conversational by design: argue back, ask it to re-read a 10-Q, draft a counter-thesis.
Every position is tagged by bucket, conviction, weight, and lifetime contribution. Each carries the thesis you wrote when you bought — with criteria that auto-resolve at earnings, so you see drift the moment the numbers say your reasons changed. Every decision is journaled.
At 7am, Ascend composes an audio briefing and digest of your book: what moved, what’s at risk, what prints today, and one thing worth your attention. Listen on the commute; the full digest and every source is waiting on the desk when you sit down.
The hub watches the calendar for every holding and watchlist name. Before a print, it arms an Earnings Update with the criteria your thesis says to check. The morning after, Ascend reads the release and the call and resolves each one — intact, wobbling, or broken — so you see drift the moment the numbers land.
Everything else on the desk falls into three: stay ahead of what's coming, decide with the real data, and manage the book you have.
Calendar, call recordings, and auto-coverage the moment a name you hold prints.
A daily triage of movers, risks, and coaching — ranked for your book.
Surfaces new names that fit your style, with a one-tap starter dossier.
Quarterly revenue, margins, EPS, FCF with Street estimates and YoY.
Overview, thesis, valuation, and research in one pop-out.
Five lenses: concentration, sector tilt vs S&P, thesis, earnings-event, conviction-vs-sizing.
Price rungs to stage adds, trims, and caution by proximity to the live quote.
Every buy, trim, and thesis change becomes a track record you can read back.
The whole desk in your pocket — briefs, book, and Ask on the go. In testing now.
The hard part of an AI analyst isn't the answer — it's trusting it. So Ascend draws the line in the product, not the fine print: it shows every source, it never moves your money, and the decision is always yours.
Every figure Ask Ascend gives you links to the filing line or transcript timestamp it came from. Hover a number, see its source. No hand-waving, no invented data.
Drafts are drafts. Ask Ascend proposes a thesis edit or a ladder rung; you accept, edit, or dismiss. Nothing is applied to your book without you.
Ascend surfaces, organizes, and reasons. It does not tell you to buy or sell, and it has no path to place a trade. Broker links are read-only by default.
The same terminal, built native for iOS — in testing now, launching soon. Your Morning Brief plays on the commute, your book updates on the live tape, and Ask Ascend is a tap away — cited, read-only, yours. Web and pocket stay in lockstep.
10-Ks · 10-Qs · 8-Ks · earnings transcripts · the live tape. No blog scraping, no message boards.
Each number Ask Ascend surfaces links back to the filing line or transcript timestamp it came from.
Broker links are read-only by default and we never store your broker credentials. Write access — where a broker even offers it — is opt-in per account.
Built by people who run their own books and got tired of stitching the terminal together by hand.
Signup is open — no waitlist, no invite. Create your account in two minutes, connect a broker read-only or start with manual entry.