Supercharge
Your Investments

Conversational AI (like ChatGPT) trained on your investment portfolio with alerts that flag opportunities and risks

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Personal AI portfolio assistant

No graphs or financial jargon. Our AI reads all available info on the companies in your portfolio and becomes your plain-language financial assistant.

Jargon

Sources

PayPal, which you own, just showed some red flags — top executives are selling shares. Want me to show you what this could mean and whether it's smart to hold or sell?

Yes please

Three senior executives sold nearly $4.5M worth of PayPal shares this month. That's the largest cluster of insider selling in over a year — and there haven't been any insider buys since early 2023.

You could:
• Sell some or all of your shares and move into a fintech stock with stronger momentum (like Visa or Square)
• Or hold and track it — I can notify you if risks increase or sentiment shifts

Want to see other rotation ideas or set an alert?

Ask anything...

Custom, fact-based notifications

Jargon is always tracking what's going on in your portfolio so that you don't have to. Simple, real-time alerts that are easy to understand.

Before Jargon

Pfizer files 8-K

New Form 8-K filed with the SEC. Open to view the filing.

With Jargon

Pfizer 8-K = Price Jump?

Pfizer's new vaccine worked in late-stage trials, with final approvals set for next quarter. The stock has historically climbed in the days after these announcements. Want to buy in or set a reminder?

Make more money on opportunities you may have missed

Before Jargon

JPM Ex-Dividend Date Approaching

Ex-dividend date for JPM is July 9. Record date is July 10.

With Jargon

Buy JPMorgan to qualify for the dividend

JPMorgan is about to issue dividends— a small cash payment just for owning the stock. Dividends are a nice bonus if you plan to hold long term. Want to double-check you’re set to receive it?

Understand when to sell based on historical performance

Before Jargon

NFLX up more than 30%

NFLX up 31% over 10 trading rays. RSI = 78.6. Potential overbought conditions.

With Jargon

Your Netflix stock is on a roll

Netflix is up 31% in just two weeks — that's a huge jump. When stocks rise this fast, they sometimes fall just as quickly. Want to check if it's smart to take a little profit or just keep riding it out?

Track when and what company executives are buying and selling

Before Jargon

TSLA SEC Filing

New Form 4 filed with the SEC. View here.

With Jargon

TSLA executives are buying

One of the top executives at Tesla just bought stock with their own money. That usually means they believe the company's future looks good. Want to check what they might be seeing?

Keep an eye on downward stock activity

Before Jargon

INTC 52-week low

INTC reached a new 52-week low of $28.37 amid macroeconomic headwinds and ambiguous sales forecasts.

With Jargon

Your Intel stock keeps sliding

Intel's stock just hit its lowest price in a year. Sometimes this can happen for good reasons, sometimes not. Want help understanding what's going on and whether it's worth holding or selling?

Avoid losses by tracking approaching risks

Before Jargon

Meta Files 10-Q

New Form 10-Q filed with the SEC. View here.

With Jargon

Meta 10-Q Unveils Risk

Meta disclosed that it may face fines in Europe that could hurt its profits. Want to set a watch alert or learn how this could affect your shares long-term?

Get alerted for buy opportunities

Before Jargon

Shopify Earnings

Shopify released Q2 earnings. View here.

With Jargon

Shopify may be a buy opportunity

Shopify's price is dropping today – even though it actually did better than anticipated this quarter. This may be a chance to buy low. Want to set a dip-buy alert or compare it to similar stocks?

Our Process

Setup takes 30 seconds. Link your portfolio and we'll watch over it for you.

Link your portfolio

Choose your notification preferences

Check in and ask questions

Your data is end-to-end encrypted via Plaid

We only see your holdings – we cannot make trades

Matches your investment portfolio or watchlist

Save time while keeping up on your investments

Highly complex portfolio analysis made simple

Customized, real-time, and personalized

Welcome back, John

Ask anything about your portfolio...

Catch me up
on my investments

Send me an outline
of recent press releases

Pricing

Jargon is free to use. Try it out for yourself.

Basic

Free

This plan includes:

Portfolio linking

Custom conversational agent

Up to 30 insights/month

Pro

$10/month

This plan includes:

Everything in the Basic plan

Advanced alerts (exposure, risk warnings, etc.)

Unlimited insights/month

Frequently Asked Questions

What does Jargon actually do?

Jargon connects to your investment portfolio and acts as a smart assistant for your stocks with an always-on conversational agent that is trained on your investments (think ChatGPT but built just for you and updated in real-time).

It tracks everything that is publicly available — like earnings calls, press releases, and SEC Filings — and gives you simple, personalized alerts and insights that explain what's happening in your portfolio and what you might want to do.

Why was Jargon created?

The stock market is not an easy thing to invest in, but everyone and their mother invests in it! In order to act confidently, you either need to hire a financial advisor or spend a significant amount of time every day/week to understand what you're doing.

People don't need another trading platform, they need more knowledge. Knowledge that is to the point, no financial jargon, just pure facts presented in a way that makes sense to everyone.

Jargon was created for the semi-active semi-passive investor who does not have time, or care, to read a 100-page SEC filing or listen to a 45 minute earnings call.

It's built to make everyone's lives easier, more informed, and prosperous.

Do I need to be a financial expert to use it?

Not at all. We say the app is built for every other day investors — those of us who don't have a finance degree or just don't feel like using it. We translate complex financial news into plain English, and help you understand how it affects your money.

Can the app tell me what to buy or sell?

We don't tell you what to do, but we keep a close eye on your holdings, company developments, macroeconomic landscape, and help identify areas of improvement that you may not have noticed.

How do you know what’s in my portfolio?

You securely connect your brokerage account through Plaid. We never access your account directly — we just read your holdings and monitor events that affect your specific stocks and ETFs. This allows us to offer a customized experience that is tied to your portfolio's real-world performance.

Is my financial data safe?

Yes. Your data is encrypted end-to-end and we never sell or share it. We only use your portfolio information to generate personalized insights — and you can disconnect at any time.

Is Jargon a broker?

No. You cannot make transactions in our app and we do not provide investment advice. We integrate with other brokers and strictly share fact-based insights about your portfolio.

Free & easy-to-use

Get smarter about your portfolio – without the jargon.

Download

Supercharge Your Investments

Jargon

Welcome back, John

Jargon

Supercharge
Your Investments