AI Financial Companion
Private banking intelligence.
No membership required.
Circlet analyses every position against your personal goals — not a generic benchmark someone else decided was relevant. The intelligence your advisor had. Without the fees. Without the meeting. Without the SUV in the car park.
AAPL
vs your goals
Growth & horizon
Strong long-term compounding track record.
Sector alignment
Core tech holding matches your stated interests.
Income & dividends
Yield ~0.5% — modest against your income goal.
Valuation risk
Premium multiple warrants caution at entry.
ESG compatibility
Top-quartile ESG. Carbon neutral by 2030.
Circlet analysis. Not financial advice.
“Croesus was the richest man in the world.
He still needed an Oracle to make sense of it.
Now everyone has one.”
Private banking used to require €500,000 in assets just to get through the door. The advice you got was the same advice they gave everyone else — shaped by their incentives, not your goals. Circlet changes that.
What Circlet does
Three things your advisor had. Now yours.
01
Goal-relative analysis
Tell Circlet what you're building toward in plain language. Every position is scored against your goals — not a generic benchmark. Your 20-year horizon and low-risk mandate shape every insight.
02
Event intelligence
Earnings dates, ex-dividend dates, shareholder meetings, AGM agendas. The calendar your advisor kept to themselves, delivered to you automatically.
03
Deep signals
Legal dockets, SEC filings, regulatory proceedings. The kind of intelligence that used to require a Bloomberg terminal or a well-connected advisor. Now available at Pro tier.
Simple, honest pricing
No hidden fees. No management percentage. No advisor taking a cut of your returns.
Free
AI analysis from built-in knowledge
- ✓Goal intake in plain language
- ✓Heat map for any stock
- ✓1 goal-matched suggestion
- ✓Portfolio coherence view
- ✓AI companion analysis
Standard
Live data and calendar intelligence
- ✓Everything in Free
- ✓Live market data
- ✓Dividend & earnings calendar
- ✓Shareholder meeting dates
- ✓3 goal-matched suggestions
- ✓Enriched fundamentals
Pro
Deep signals and specialist intelligence
- ✓Everything in Standard
- ✓Legal docket monitoring
- ✓SEC filing alerts
- ✓Geopolitical risk signals
- ✓Analyst consensus overlay
- ✓5 goal-matched suggestions
- ✓Macro stress-test
Your goals. Your signals.
Your call.
No minimum balance. No meeting. No SUV in the car park. Just the intelligence you need to make informed decisions about your financial future.
Start for free — no card required →