Your investment co-pilot

You have the insight. Edward makes it an investment.

Execute your insights like a seasoned investor. Edward handles strategy, monitoring and execution.

Get early access

Not investment advice.

Starts from your insight
Plans the entry and the exit
Monitors relevant events
Trades only with your approval

Everything after the insight.

Smart investors always have a plan. Edward builds yours for you.

Build a plan.

Edward uses your insight and feedback to build a customized investment plan:

A clear and articulated thesis
Specific companies and assets
An entry and exit strategy
Metrics to follow

You can change any part of it, and nothing trades without your approval.

In practiceFrom “sticky SaaS is oversold” to three companies, and the reasons for each.

Your insight2026-11-03 08:02 ET

“I think sticky SaaS companies are oversold.”

Edward asks

Which matters more to your thesis: customers staying, or revenue growing?

Customers stayingRevenue growing

Read 3 annual reports, 12 earnings calls and 214 headlines

Your plan · Ready to review

Sticky SaaS is oversold

Buying: QLST, FNWK and LDGR
Why these: Customers renew at 94% or better, yet each is down over 20% since June
Passed on: Two others in the group whose renewals are slipping
As: Shares, not options: the thesis has no deadline

ModifyReview plan

Put the plan in your context.

Smart investing means thinking about the bigger picture. Edward shapes the investment plan around your personal situation:

Your overall portfolio
Your risk appetite
Correlation to your other positions
Tax implications

The outcome is a trade size and strategy that make sense for you.

In practiceA plan suited to how you should be investing.

Position size

$12,70415% of your portfolio

Your limit for one insight · 20%

If the thesis is wrong: −$1,906−2.3% of portfolio
Funded from: Cash first

Selling your Halden Energy shares to fund this would cost about $2,140 in short-term tax. Edward uses your cash instead.

Know when to exit.

Selling is the hardest part of investing. When you’re up, you want to keep riding it. When you’re down, you don’t want to lock in the loss. When it’s flat, you tell yourself it just hasn’t played out yet. Edward sets the exit while your head is clear, and when a target arrives, it reminds you of the plan you made and, with your approval, carries it out.

In practiceA disciplined exit strategy that takes emotions out of the equation.

Exit planIn thirds

Sell ⅓ at 120% of today’s price, ⅓ at 130% and ⅓ at 140%.

Today100%

120%Sell ⅓

130%Sell ⅓

Back to Jan 1 prices

140%Sell ⅓

Double downOnly if they fall

Add 50 shares each if a price falls another 10%.

QLST50 @ 52.33FNWK50 @ 24.47LDGR50 @ 37.54

Edward keeps watch, so you don’t have to.

Edward watches everything, from leading indicators like prediction markets, job postings, and even the weather to lagging indicators like prices, earnings, filings, and headlines. When something matters, it comes to you with what happened, and how it might impact your plan.

In practiceYou stop refreshing. Edward starts the conversation.

Needs you2026-11-03 07:12 ET

Ledgerline took a one-time charge

An acquisition charge pushed LDGR’s P/E to 41. Your thesis rests on customer retention, which hasn’t changed. Edward suggests holding.

LDGR41.71−3.80%

HoldSee the research

You’re covered2026-11-03 14:00 ET

The Fed held rates steady

None of your three plans depend on rates. Nothing to do.

Source new ideas.

Get new ideas relevant to your areas of interest.

New ideas, matched to what you already believe.

Edward looks for ideas related to the ones you hold, drawn from filings, the news and investor forums. It always asks what you believe before it builds anything.

In practiceOne good idea tends to lead to the next.

New idea for you2026-11-06 08:30 ET

If software holds up, so does its cloud

Your SaaS plan bets that AI won’t replace business software. If that’s right, the cloud and data center operators that host it should keep growing, and these three move less with AI stocks than the rest of the sector. Do you see it that way?

Cloud and data center operators, and each one’s correlation with AI stocks
Operator	Correlation with AI stocks
Cloudmere	0.31
Vaultwell Data	0.36
Harborstack	0.42
Sector average	0.74

Seen in: 4 annual reports, 2 earnings calls, investor forums

Tell me moreNot for me

Find the best ideas from other smart investors.

Edward investors are a thoughtful group, and their best ideas are worth seeing. Browse the theses they’re following, how each plan is built and how it has played out. Borrow a plan and make it your own.

In practiceShare and leverage unique insights to broaden your portfolio.

Theses other Edward investors are following
Thesis	Following	Since start
Regional banks recover as rates fall3 stocks · exit in thirds	214	+6.2%
Grid equipment demand outruns supply4 stocks · hold 12 months	388	+11.8%
Luxury travel cools in 20272 stocks · exit at −8%	97	−1.4%

Borrow a plan →

How it works

From an insight to a plan in about fifteen minutes.

You bring the insight. Edward does the rest, with you in charge.

Step 1
Give Edward your context.
Tell Edward how big your portfolio is, what you already own, how much you’re ready to invest and how your account is taxed. All of it is optional, but the more you share, the better the plans: Edward can size each one properly and spot when a new position overlaps with something you hold.
About youAll optional
Portfolio size
$84,700
Ready to invest
Up to $15,000
What you own
12 holdings, linked
Tax situation
Taxable, 24%
Step 2
Tell it what you see.
Say it the way you’d say it to a friend: “I think sticky SaaS companies are oversold.” Edward asks a few questions to sharpen the thesis, then reads the filings, earnings and news that bear on it.
Step 3
Get a clear plan.
Edward proposes one specific plan: what to buy, how much, when to add, when to sell, and what would tell you you’re wrong. You can change any part of it.
Step 4
Approve, and Edward places the trades.
Nothing is bought until you say so. Once you approve, Edward places the orders in your brokerage account and confirms each one.
Step 5
Know whether you were right.
Edward follows the plan step by step and tracks two things: how the position is doing, and whether your thesis is holding up. Whenever you want to talk through how it’s playing out, Edward is there.

Your plan · Draft

Sticky SaaS is oversold

“I want to invest in sticky SaaS companies.”

EntryToday

Buy 100 shares each of QLST, FNWK and LDGR.

QLST−23%
Quillstack
58.14×100
FNWK−22%
Fennwick Systems
27.19×100
LDGR−24%
Ledgerline
41.71×100

About $12,704 at today’s prices.

Double downOnly if they fall

Add 50 shares each if a price falls another 10%.

QLST50 @ 52.33FNWK50 @ 24.47LDGR50 @ 37.54

Exit planIn thirds

Sell ⅓ at 120% of today’s price, ⅓ at 130% and ⅓ at 140%.

Today100%

120%Sell ⅓

130%Sell ⅓

Back to Jan 1 prices

140%Sell ⅓

MonitoringEvery day

Customer attritionYou hear right away
PricesAt each step of the plan
Revisit the planIn 6 months, either way

Nothing is bought until you approve.

ModifyApprove plan

What it watches

The whole market, filtered down to what touches your plans.

Edward reads more in an hour than most people read in a month, and only interrupts you for the part that matters.

QLST 58.14 −0.6%
10-Q filed · FNWK
CPI 2.9% y/y
LDGR earnings call · 16:30 ET
10Y Treasury 4.21%
Analyst note · Quillstack raised to buy
Brent crude 71.40 −1.2%
Jobs report · 187k
8-K filed · Ledgerline
FNWK 27.19 +0.4%
Investor forums · “SaaS is dead” mentions +38% w/w

Leading indicators

Signals that tend to move before prices do.

Prediction markets
The odds traders put on what happens next
Job postings
Who’s hiring, who’s slowing down, and for what
Investor chatter
What forums and analysts are saying

Lagging indicators

What has already happened, as soon as it’s public.

Prices
Every move in what you own and what you’re watching
Filings
Annual and quarterly reports, and the surprise ones
Earnings
Results and what management says on the call
Headlines
Business and world news, as it breaks
The economy
Rates, inflation, jobs and growth

The tools you need.

Until now, investing this way meant doing it full time, or paying a team of wealth managers a percentage of everything you own. Edward gives you the whole desk: an analyst, a risk manager and a trader, working on your plans around the clock.

Your research analyst
Reads the filings, earnings calls and headlines behind every plan, in minutes rather than days.
Your risk manager
Sizes each position against everything you own, so no single call can sink you.
Your tax check
Shows what a trade is likely to cost you in tax before you make it, so a good call doesn’t turn into a surprise bill.
Your trader
Places the orders once you approve, and sells on the schedule you set on day one.
Your night shift
Follows prices, filings and leading indicators while you sleep, and reaches out only when something matters.
Your strategist
Brings you new insights related to the ones you hold, and shows what investors like you are acting on.

Edward is the investment co-pilot you’ve always wished you had.

How Edward thinks

A few principles we don’t bend.

Know why you own it.
Every position should rest on a thesis you can state in a sentence, and on a clear sense of what would prove it wrong. Edward writes both down before you buy.
Maintain discipline.
In the short run, the market is a voting machine, and in the long run it’s a weighing machine. Edward’s monitoring and analysis help you separate short-term swings in sentiment from fundamental shifts in your thesis.
Expect the unexpected.
No one is clairvoyant, and the world is unpredictable. Edward builds negative possibilities into the plan. Investment sizing, tranches and partial exits help manage your risk.
Good process beats good outcomes.
Monkeys throwing darts can make money sometimes. Win or lose on a trade, you want a solid decision process that gets better with time. Edward helps you learn from wins and losses with post-mortem analysis.

Early access

Bet on what you know.

Edward is currently invite only. Leave your email and we’ll write when your spot is ready.

Operator

Correlation with AI stocks

Cloudmere

0.31

Vaultwell Data

0.36

Harborstack

0.42

Sector average

0.74

Thesis

Following

Since start

Regional banks recover as rates fall3 stocks · exit in thirds

214

+6.2%

Grid equipment demand outruns supply4 stocks · hold 12 months

388

+11.8%

Luxury travel cools in 20272 stocks · exit at −8%

−1.4%

A few principles we don’t bend.

Know why you own it.

Every position should rest on a thesis you can state in a sentence, and on a clear sense of what would prove it wrong. Edward writes both down before you buy.

Maintain discipline.

In the short run, the market is a voting machine, and in the long run it’s a weighing machine. Edward’s monitoring and analysis help you separate short-term swings in sentiment from fundamental shifts in your thesis.

Expect the unexpected.

No one is clairvoyant, and the world is unpredictable. Edward builds negative possibilities into the plan. Investment sizing, tranches and partial exits help manage your risk.

Good process beats good outcomes.

Monkeys throwing darts can make money sometimes. Win or lose on a trade, you want a solid decision process that gets better with time. Edward helps you learn from wins and losses with post-mortem analysis.

You have the insight. Edward makes it an investment.

Build a plan.

Put the plan in your context.

Know when to exit.

Edward keeps watch, so you don’t have to.

New ideas, matched to what you already believe.

Find the best ideas from other smart investors.

Give Edward your context.

Tell it what you see.

Get a clear plan.

Approve, and Edward places the trades.

Know whether you were right.

The whole market, filtered down to what touches your plans.

Prediction markets

Job postings

Investor chatter

Prices

Filings

Earnings

Headlines

The economy

Your research analyst

Your risk manager

Your tax check

Your trader

Your night shift

Your strategist

A few principles we don’t bend.

Know why you own it.

Maintain discipline.

Expect the unexpected.

Good process beats good outcomes.

Bet on what you know.

Build a plan.

Put the plan in your context.

Know when to exit.

Edward keeps watch, so you don’t have to.

New ideas, matched to what you already believe.

Find the best ideas from other smart investors.

Give Edward your context.

Tell it what you see.

Get a clear plan.

Approve, and Edward places the trades.

Know whether you were right.

The whole market, filtered down to what touches your plans.

Prediction markets

Job postings

Investor chatter

Prices

Filings

Earnings

Headlines

The economy

Your research analyst

Your risk manager

Your tax check

Your trader

Your night shift

Your strategist

A few principles we don’t bend.

Know why you own it.

Maintain discipline.

Expect the unexpected.

Good process beats good outcomes.

Bet on what you know.