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Investment products model securities. Solon models the investor. Tell Solon why you own what you own, once. The filings, the earnings, the headlines and your rivals' launches are then graded against your reasons, every night after.
Solon never executes trades, moves funds, or touches your money.
Positions and cost basis arrive complete and stay current on their own.
Talk it out or type it, the way you would tell a friend why you own something. There is no form to fill in. The more of your reasoning it hears, the sharper the claim it writes back.
Solon writes in its own color, so you can always tell its words from yours. You approve the claim. Then you hear nothing from it until something changes.
Your positions are read overnight: filings, earnings, headlines, rival launches. Almost none of it matters, and you never see it.
What reaches you pressed a claim you wrote. It arrives with the reason you bought and your exit plan beside it.
You needed this to stay true, and it broke: data-center revenue growth stays at or above 40%. The print came in at 31%.
The CUDA moat keeps pricing power intact while the hyperscalers build out.
Exit half if growth prints under 40% two quarters running.
Holding through this?
Either answer is recorded, with the date.
Two agents found nothing worth your attention. That is the usual night, and you never see it.
Weeks later the call comes back in your own words, next to what happened to the claim you made.
Solon keeps every one: the holds, the exits, and the entries you passed on. After a year you can see which of your instincts pay.
Data-center revenue growth returns above 40% next print.
It printed 47%. You were right about the company. The price has not caught up.
“The moat outlasts one soft quarter. I am not selling a franchise on a guide.”
Would you make the same call today?
Nine times a claim broke and you chose to hold. Seven of those theses came back. That is a hit rate, on the decision, not on the ticker.
You did not buy three utilities. You bought one argument about power demand, three ways. Pick one.
Datacenter load forces new baseload, and the people who already own it get paid for it.
+42% since bought+6% past monthWhile you sleep, your agents work on your behalf, each on its own schedule and its own surface: filings, headlines, rival launches, the calendar. They decide what reaches you, and one will add a rival you never listed, with its reason. The verdict engine reads nothing at all: it takes what they bring back and rules on it against the claims you wrote, computing the grade from facts rather than asking a model for an opinion.
“Current remaining performance obligations grew 14.2% year over year, compared with 13.6% in the prior quarter.”
Your bar is 12%. Read out of the document rather than out of a headline about the document, and the claim is graded the moment it lands.
An AI that has read your portfolio, on every page: it answers from your own positions, claims, record and rivals rather than from the internet's general knowledge of a ticker. It edits with you too, and nothing lands until you apply.
Seat pricing is the claim under pressure, and Thursday's print tests it.
Ecosystem agent: OpenAI shipped enterprise agent workflows, which press seat pricing.
What would have to happen for this thesis to break?
Seat pricing is the one carrying the risk: OpenAI shipped into it last night, and your 12% floor gets tested Thursday. Your horizon says 24 months, which is longer than the question you are actually asking.
Horizon 24 mo 12 mo
Nothing is written until you apply.
Last night, OpenAI shipped agent workflows competing directly with ServiceNow.
No sector file puts an AI lab next to workflow software. Solon draws this map from what investors hold.
Solon never trades, never moves funds, and never holds your brokerage password.
What Solon drafts renders in a different color, so a verdict is always judging your conviction rather than ours.
Every figure comes from a filing or a market feed, and anything Solon drafted says so.
Solon admits new members by referral from existing members. A member's code signs you in directly; without one, leave an email and we will write to you when we can bring you in.