Rallies: AI Financial Copilot

Blotter Ltd

Rallies is your AI-powered stock research app built for clarity, speed, and trust. Ask questions in plain English, get data-backed answers, and work directly from live charts and fundamentals. Connect your portfolio to see what drove performance, where risk concentrates, and how to improve diversification—without juggling tabs or spreadsheets. WHAT YOU CAN DO • Chat about any ticker or your portfolio. Examples: “Why did my portfolio dip today?”, “Rank holdings by contribution this month,” “Is CRM expensive vs peers?”, “Show support and resistance for NVDA.” Answers cite the numbers they rely on so you can verify. • Work from the chart. Live candles with common ranges (1D, 5D, 1M, 6M, 1Y, All) and popular indicators (20/50 MA, RSI, MACD). Tap Analyze with AI to turn the view into context and next steps. • Research companies in depth. Clear pages for revenue, margins, profitability, cash flow, returns, valuation, ownership, and estimates—plus concise bull vs bear takeaways you can scan quickly. • Follow the market in one place. A fast Markets view with Overview, News, Market Data, Earnings, and Insights keeps key context one tap away. • Find ideas with the Screener. Filter by Price, Market Cap, EPS, P/E, Rating, Revenue, Gross Profit, Target, Shares, and more. Shape or refine screens using natural language. • Keep your research trail. Save watchlists and revisit conversations, company pages, and comparisons any time. PORTFOLIO INTEGRATION • Overview. See net worth, performance by period, and contribution by holding. • Attribution. Identify top/bottom contributors and understand what changed over your chosen window. • Diversification & overlap. Sector/industry mix, concentration flags, and name overlap so you don’t double-stack risk. • Risk & sensitivity. View volatility context and which names drive swings when a sector moves. • Earnings exposure. See which holdings report this week/next and jump into research pages to prepare. • Ask the portfolio. “Which positions are near support?”, “Who has negative estimate revisions?”, “Summarize today by winners/losers and common themes.” ADVISOR LENSES Switch lenses inspired by classic styles—value, growth, quality, momentum—to see how a thesis shifts when priorities change. Each lens emphasizes the metrics it cares about most so tradeoffs are explicit. HOW IT WORKS Type a question or open a tool. Rallies fetches fresh market data, analyzes what matters (fundamentals, technicals, news, fund/ownership context), and replies in plain English with links, numbers, and charts. With your portfolio connected, the same loop runs across your holdings so drivers, risks, opportunities, and follow-ups are immediately clear. EXAMPLE PROMPTS • “Compare revenue growth, margins, and valuation for GOOG vs AMZN.” • “Explain today’s move across my portfolio and list top three drivers.” • “What changed in semiconductors today? Give me the key themes.” • “Show CRM’s historical revenue and profitability, then summarize the last two earnings.” DESIGN FOR RESEARCH Readable typography, consistent layouts, and quick navigation keep long sessions comfortable. From a chart you can jump to fundamentals; from a table to peers; from a market brief straight to relevant tickers—without losing context. PRIVACY & CONTROL You decide what to connect and what to keep local. Manage portfolio connections and visibility in Settings. Rallies is a research tool and does not execute trades. DISCLAIMER Rallies provides market information and research tools for educational purposes only and does not provide financial, investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Terms of Use: https://rallies.ai/terms Privacy Policy: https://rallies.ai/privacy-policy