Daily research brief · Private beta · by invitation only
A short morning brief on the stocks and funds you own
News, SEC filings, and upcoming events for your holdings, summarized in plain English with a source for every item. Ready on your dashboard every trading day, with an optional email heads-up.
Educational information only — not investment, tax, or legal advice.
How it works
- 01
Add what you own
Search for tickers or import a CSV export from Fidelity, Schwab, or Robinhood. No brokerage logins, ever.
- 02
Tell us how you like to read
Your experience level, preferred length and tone, and the topics you care about shape how each brief reads.
- 03
Read your brief each morning
Your brief is ready on your dashboard each trading morning, with news, filings, and upcoming events for your holdings. Past briefs stay in your archive.
Built to inform, not to push
Only what's relevant
Your holdings decide which companies appear, and the most significant news comes first. Quiet days stay short.
Sources on every item
Each summary links to the filing, press release, or article it's based on, so you can check the details yourself.
Everything in one place
Read today's brief, look back through past briefs, and ask follow-up questions in chat. Want a heads-up? Get an optional short summary by email. Text alerts are coming soon.
Explanations at your level
Beginners get the terms defined; experienced investors get straight to the point.
What Investing Brief doesn't do
We don't tell you what to buy, sell, or hold, predict prices, or manage your money. We explain what happened and why it may matter, so you can make your own decisions or have better conversations with a licensed professional. Read the full disclaimer.
Market commentary
This part of the brief is coming soon.