Live tracking across the public book, cash, and total NAV. Add a position, tag its conviction, and watch the development as it moves.
Conviction is earned through research. Track names you're working through before they earn capital. Send any straight to Lense, or promote to the book.
A structured read on a single name: entry timing now, fundamentals and valuation, the bull and bear case, catalysts, and sizing against your live mandate.
Enter a name. Lense returns a full read — timing call, valuation, financial health, moat, catalysts, and how it should be sized in the portfolio.
Account, security, data connections, and portfolio preferences. Connection state reflects your live backend; keys are held server-side and never shown here.