What Brix does
Trained end-to-end for your needs - Brix handles the full workflow so you don't have to.
Portfolio Analysis
Real-time breakdown of your holdings - performance attribution, sector concentration, correlation, and unrealized P&L.
Stock Screening
Filter 10,000+ stocks by fundamental, technical, or custom criteria. Brix surfaces the opportunities that match your strategy.
Earnings Intelligence
Instant summaries of earnings calls, beat/miss analysis, and forward-guidance interpretation - before the market fully prices it in.
Market Sentiment
Aggregates news, analyst commentary, and social signals to give you a clear read on market sentiment for any ticker or sector.
Risk Assessment
Identifies concentration risk, volatility exposure, downside scenarios, and correlation breakdowns in your portfolio.
Investment Thesis Generation
Brix builds structured bull/bear theses for any position - with supporting data, comparable analysis, and key risk factors.
How Brix works
Connect your portfolio or watchlist
Link your brokerage account or manually enter holdings. Add any tickers, ETFs, or indices you want Brix to monitor.
- Supports major US brokerages and manual entry
- Add unlimited watchlists by theme or strategy
- Set up automatic monitoring and alert conditions
- Works for individual stocks, ETFs, options, and crypto
Ask any market question
Talk to Brix like a senior analyst. Ask about specific stocks, compare positions, request a sector overview, or trigger a full portfolio review.
- Plain-language questions - no syntax or formulas
- Drill into earnings, technicals, or macro factors
- Request side-by-side comparisons of any tickers
- Ask 'what's my biggest risk right now' and get a real answer
Act on institutional-grade insight
Receive clear, data-backed analysis with specific observations and a summary of the key decision points - so you can move with confidence.
- Structured reports you can save or share
- Sources cited for every data point
- Alerts when a position hits defined trigger conditions
- Brix learns your strategy over time and refines its output
Who uses Brix
Access the same quality of analysis that institutional desks pay millions for. Brix levels the playing field for individual investors managing their own portfolios.
Automate the research layer so your analysts focus on decisions, not data gathering. Brix handles screening, monitoring, and initial thesis generation.
Generate personalized portfolio commentary, prepare for client reviews, and monitor holdings for risks - across all your client accounts at once.
Get real-time sentiment, technical breakdowns, and catalyst analysis fast enough to inform intraday decisions - without pulling you off the screen.