U.S. stock portfolio discipline for retail investors

Institutional discipline for retail investors.

SoloTerminal helps self-directed investors manage U.S. stock holdings with a repeatable process: thesis, sizing, catalysts, risk checks, AI persona second opinions, factor exposure, tax-loss harvesting, Congress trades, and 13F flows.

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Persona PanelTerminal
$NVDA · illustrative
BuffettBullishDurable moat, owner earnings compound — but only at a sane price.
BurryBearishMultiple is pricing perfection. Where's the margin of safety?
DruckenmillerBullishLiquidity tailwind + earnings momentum. Ride it, size up.
WoodBullishS-curve adoption. The market is anchoring on the wrong TAM.
TalebHedgeFat-tail exposure. Own convexity, not the consensus.
ConsensusConstructive · 3 bull / 1 bear / 1 hedge

The edge a retail account never had

Eight tools that turn a watchlist into a research desk.

AI Persona Panel
Five investor archetypes score every holding and surface the consensus — and the dissent.
Bull / Bear Debate
A live adversarial debate that stress-tests your thesis before the market does.
Reasoning Ledger
An auditable trail of every signal and why it fired. No black boxes.
Algorithmic Trend
Trend detection + break-of-structure alerts on the names you actually own.
Factor Exposure
Z-scored size / value / momentum / quality tilts. Know what's really driving your P&L.
Congress + 13F Flows
Track Congressional disclosures, institutional 13F holdings, and dark-pool prints.
Tax-Loss Harvesting
Automated lot-level scans that find tax alpha you're leaving on the table.
Monthly PDF Statement
A private-banking-grade statement of your portfolio, delivered every month.
Free
See your book
$0

The bookkeeping value: track holdings, watch tickers, read your daily brief and catalyst inbox. Enough to make the tool a habit.

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Most popular
Analyst
Decide with data
$15/mo

Adds deeper review on real holdings: factor exposure, trend and signal context, tax-loss harvesting, options risk context, Congress and 13F flow context, plus a three-persona AI second opinion on a stock you are already researching.

Choose Analyst
Founding member
Terminal
Run the desk
$25/mo$39
Founding rate — locked for life. Rises to $39/mo after beta.

Adds the fuller desk workflow: a daily AI memo across your book, proactive alerts, five AI personas, hedge tooling, portfolio X-ray, and monthly statements in the terminal workspace.

Go Terminal
Free tier forever 30-day trial on paid No card to start Manage renewal anytime
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See what the panel says about your portfolio.

Add your first ticker in 30 seconds. Free, no card.

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