Watchlists
Named lists, live quotes, notes. Keep what you’re watching next to what you own.
AI-assisted investment management.
Financials. Filings. Fundamentals.
Models that read your book — holdings, statements, filings, markets — and help you decide. You still place the trade.
Private for now. Write if you want in.
AI
Intelligence on your book — not the open web.
Scheduled research agents watch dividends, earnings, scores, movers, and filings. Findings land on tear sheets. An email agent calls tools against platform data and replies in-thread.
Assist the decision. Don’t replace it. Not personalized investment advice.
Portfolios & trading
The book, connected.
Named portfolios, income and yield, tax lots, capital gains, pins, and access grants. Connect Charles Schwab: sync positions, orders, transactions, and margin — then place, cancel, and replace live orders from Valivra.
Schwab first. Trading is your broker. Valivra is the cockpit.
Everything else the desk needs.
Markets
Price movements, indices, treasuries, commodities, global hours, gainers and losers.
Filings & fundamentals
EDGAR, multi-period statements, estimates, valuations, dividend scores, catalysts, news.
The Daily
A weekday briefing from your positions and lists — on screen, in print, or by email.
Built by Carson Cole.
Valivra is private. If you want access, a walkthrough, or to talk about the product, email him.