Cue reads your portfolio the way a research desk would: fundamentals, earnings quality, institutional flows, sector positioning, then turns it into a long-term strategy you can actually understand. No jargon. No black box.
Most investors are stuck picking one: blind trust, the herd, or years of self-teaching. Cue combines institutional-grade research with a real read on what the market's actually talking about, built into one diversified, fully transparent plan.
Fundamentals, earnings data, and institutional flow signals, translated into a plain-English "why" behind every move.
Built around your whole portfolio's long-term plan. Individual picks serve the plan: they don't replace it.
Every call shows its reasoning: upside, earnings quality, institutional accumulation, sector gap. Learn as you go, or don't: it's optional.
The strategy runs itself. Nothing is a black box: open any recommendation and see exactly what's behind it.
Here's how Cue stacks up against the ways people actually invest today.
| Traditional advisor | Social media / forums | DIY self-study | Cue | |
|---|---|---|---|---|
| Research quality | Institutional-grade | Unverified, trend-driven | Depends on you | Institutional-grade |
| Personalized to your holdings | Sometimes | Never | If you do the work | Always |
| Explains its reasoning | Rarely, in jargon | Rarely | N/A | Every time, plain English |
| Time required | Low | Low (but risky) | High | Low |
| Transparency | Black box | N/A | Full (it's your work) | Full — see every input |
Cue meets you wherever you're starting from.
You have money in the market and no time to track earnings calls. Cue watches it for you and tells you when something actually matters.
You already do your own research. Cue is the second opinion that checks your blind spots against institutional data.
You know you should be investing. You just don't know where to start. Cue builds the plan and explains every step in plain English.
You're not trying to beat the market this week. Cue is built for the multi-year plan, not the daily trade.
Whether you're funding your first account or you've been holding stocks for years, Cue meets you where you are.
A CSV, an Excel export, or just a photo of your positions — no brokerage login needed. Or start with Market Data if you're not ready to share a portfolio yet.
Cue analyzes your holdings against institutional-grade fundamentals and surfaces a long-term allocation plan, with reasoning for every recommendation.
Cue tracks earnings, institutional flows, and sector shifts continuously, and explains what changed and why every time you check back.
Cue's engine blends the same quantitative discipline institutional research desks run on with a language model built to explain it in plain terms, so the rigor doesn't stay locked in a black box. Here's what feeds every recommendation, without pulling back the curtain on the exact scoring logic itself.
Every holding is screened against trailing and forward fundamentals: earnings, margins, balance-sheet health, and valuation multiples relative to sector peers, not in isolation.
Flags whether a company is beating, meeting, or missing estimates, and whether the beat is coming from real revenue growth or one-time items that won't repeat.
Reads quarterly ownership filings to see whether large institutions are accumulating or distributing a position: visibility retail investors rarely get on their own.
Every idea is scored on what it does to your specific portfolio: closing sector gaps, managing concentration, matching your stated risk tolerance.
Cue's screening draws on decades-old, peer-reviewed factor-investing research: the value, quality, and momentum factors that underpin most institutional asset management, applied consistently to every holding, every time. No headlines, no emotion, no chasing what's trending.
A language-reasoning layer sits on top of the scoring engine and turns the underlying signals into a specific, plain-English narrative for your situation, never a generic template. If Cue can't explain a recommendation in a sentence you'd trust from a smart friend, it doesn't surface it.
Cue doesn't predict the market or promise returns: no one honestly can. What it offers is a consistent, documented framework applied identically to every recommendation, with the reasoning shown so you can judge it for yourself instead of taking it on faith.
During the MVP, Cue doesn't connect to any brokerage at all — there's no login to hand over and no account for anyone to touch. You upload a snapshot of what you hold; Cue reads it, analyzes it, and nothing more.
Cue never asks for a brokerage login or account credentials — there's nothing to connect, so there's nothing that can move money or place a trade.
Your CSV, Excel file, or photo is processed to extract your holdings and isn't kept afterward.
Delete your account and everything in it, anytime, no questions asked.
Every Cue plan shows exactly how your allocation shifts, and what that's worth in real dollars over time.
| Today | Optimized | Difference | |
|---|---|---|---|
| 1yr | $108,000 | $114,000 | +$6,000 |
| 3yr | $125,971 | $148,154 | +$22,183 |
| 5yr | $146,933 | $192,541 | +$45,608 |
Once you've uploaded your holdings, the AI Portfolio Agent knows them, your plan, and the reasoning behind every recommendation. Ask it anything, in plain English.
Both are free to use, with no brokerage login required — pick the one that fits.
Cue provides general, educational market information. This is not personalized investment advice.
No. During the MVP, Cue doesn't connect to any brokerage at all. Portfolio Optimizer works from a CSV, an Excel export, or a photo of your holdings — no login, no credentials, nothing to authorize.
Cue provides general, educational market information and portfolio analysis to inform your decisions. It does not place trades on your behalf, and every recommendation is yours to accept or ignore.
Start with Market Data — ticker research and Cue's daily pick, no upload required. Come back to Portfolio Optimizer once you have holdings to analyze.
No. Cue doesn't have brokerage access at all during the MVP, so there's nothing it could execute even if it wanted to. Every insight is yours to act on or ignore.
Robo-advisors mostly rebalance you into a generic model portfolio, and need account access to do it. Cue builds a plan around your specific holdings from a snapshot you control, and explains the reasoning behind every recommendation in plain English.
Ticker search with institutional-grade research, sector context, and Cue's daily pick, in plain English — no upload or account connection required.
No finance degree required, just a willingness to let the data do the talking.
Start your strategy →