✓Read-only brokerage access · Cancel anytime

Get all the news personalized to your portfolio.

CPTL connects to your brokerage and follows every headline, SEC filing, earnings report and sector move tied to the stocks you own. When something affects your portfolio, you get one clear text: what happened, why, and what it means for your position.

Coming soon on iPhone See how it works
$19/month · Read-only access · Cancel anytime
9:41●●● ▮
CPTLText message · Today 10:42 AM
NVDA −5.8%: The US proposed new limits on AI chip exports to China, about 15% of NVDA's sales. NVDA is 22% of your portfolio. Reply MORE for details.
why is my portfolio down today?
Mostly NVDA on the export news. Tech is 40% of your portfolio and the sector is down 2.2% today. Your other holdings are roughly flat.
Heads up: JPM reports earnings Wednesday after the close.
AAPL: Apple's CFO sold 12,000 shares under a pre-planned trading plan (SEC Form 4). AAPL is 18% of your portfolio.
Example data
How it works

Three steps. Then just texts.

01

Connect your brokerage

Robinhood, Schwab, Fidelity and more. Read-only: CPTL can see what you own, but can never trade or move money. Or add stocks yourself.

02

Add your phone number

We'll send a code to confirm it's you. That's where your alerts go.

03

Get the texts that matter

Each one says what happened, why, and how much of your money it touches. Reply to ask a follow-up.

What's in every text

The move, the reason, and your stake.

  • What happenedThe stock and how much it moved.
  • WhyThe story, filing or earnings report behind it, in plain English.
  • What it means for youHow big that position is in your portfolio.
  • Room for questionsReply MORE for details, or ask anything about your portfolio.
NVDA −5.8%: The US proposed new limits on AI chip exports to China, about 15% of NVDA's sales. NVDA is 22% of your portfolio. Reply MORE for details.
Example text
Sources

Everything behind every stock you own.

Each item is scored against your holdings and position sizes. A minor story about a small position doesn't make the cut. A big one about your largest does.

Company newsHeadlines from major outlets
SEC filings8-Ks, quarterly and annual reports
Insider tradesExecutives buying and selling
EarningsDates ahead and results
Sector movesWeighted by your exposure
Pricing

$19 a month. Everything included.

Billed monthly through Apple. Cancel anytime in your Apple ID settings.

Monthly$19
  • Texts when something affects your portfolio
  • Plain-English explanation of every move
  • Daily briefing in the app
  • Text back with questions, anytime
  • Risk and diversification check
FAQ

Questions

Can CPTL trade or move my money?

No. The brokerage connection is read-only. CPTL can see which stocks you hold and how many shares, nothing more.

Does CPTL tell me what to buy or sell?

No. CPTL explains what happened and how it relates to your portfolio. It never recommends trades and isn't investment advice.

How many texts will I get?

As many as matter, and no more. CPTL texts you whenever something important affects your portfolio and stays quiet the rest of the time. Busy days may bring several; quiet days, none.

Which brokerages work?

Most major US brokerages, including Robinhood, Schwab, Fidelity, Vanguard and E*TRADE. You can also add your stocks by hand.

Can I ask questions?

Yes. Reply to any text, for example "why is my portfolio down today?", and CPTL answers based on your holdings and today's news.

How do I cancel?

Your subscription is billed through Apple. Cancel anytime in Settings → your name → Subscriptions. To stop texts, reply STOP.

Every headline that matters to your portfolio, in one text.

Coming soon on iPhone