AI-generated, human-augmented wealth management, personalized for your portfolio.
The $10,000 portfolio report that takes wealth managers 4+ hours — delivered by AI in minutes, for $10/month. Aggregate all your brokerage accounts into one view, get institutional-grade analysis across your entire financial picture, and receive real-time signals from X and Truth Social filtered to your exact holdings. The same intelligence that built generational wealth for the top 1%, now accessible to everyone.
Professional-grade tools transformed into an accessible experience—built for any portfolio size.
Your Complete Financial Picture
Real-Time Signals Filtered to Your Holdings
Institutional Metrics for Your Portfolio
Professional-Grade Protection — Coming Soon
Transform Idle Holdings into Cash Flow — Coming Soon
Strategic Harvesting — Coming Soon
Real screenshots from the Luminate AI platform — available on desktop, iOS, and Android.
AI-powered daily briefing with market indices, social signals from X and Truth Social, and sentiment analysis
Chat with Lumi about your portfolio — ask questions, learn strategies, and get plain-English explanations of your holdings
Real-time Trump and Elon posts with sentiment analysis and affected stock tickers — push notifications coming soon
Portfolio allocation breakdown by asset class, sector, and region with concentration analysis
Connect brokers via SnapTrade or upload PDF/XLSX. Group portfolios across multiple brokerages for a complete picture of your finances — we may be the only platform that does this
AI-generated market insights, strategy recommendations, and analysis tagged by category
Curated CNBC and financial news with summaries and links to original sources
Sentiment-scored market stories with bull/bear signals and ticker tags relevant to your holdings
Live S&P 500 sector heatmap with AI search, quick actions, and market summary
Wall Street price targets from Goldman Sachs, Morgan Stanley, JP Morgan and more with investment theses
Prediction markets for politics, crypto, economy, and earnings — powered by Polymarket data
Portfolio health score with diversification, risk balance, tax efficiency, and income generation ratings
Sharpe ratio, beta, volatility, and diversification scores — institutional metrics for your portfolio
Stress-test your portfolio: market crashes, 2008 replay, bull rallies, or custom scenarios with AI analysis
Track Nancy Pelosi, Trump family, and other political stock trades and business dealings in real-time
See the ladybug? Tap it anytime to report issues directly to our team — we fix bugs fast so your experience keeps improving
Screenshots from the Luminate AI beta. For informational purposes only — not investment advice.
Everything you need to know about Luminate Intelligence.
Robo-advisors manage money and provide generic allocations. Luminate provides institutional-grade analysis of your specific holdings, revealing strategies used by elite investors. You maintain complete control.
Luminate provides institutional-grade portfolio analysis and intelligence. We show you what sophisticated investors would do with your holdings. You make your own investment decisions.
Analysis begins immediately upon portfolio upload. Full results are typically ready within 5–10 minutes.
Bank-level encryption protects all data. We never sell your information. You can delete your data at any time. Read-only broker connections ensure we cannot execute trades.
Any size. Whether you have $10,000 or $10 million, you receive the same institutional-grade analysis. No minimums, no restrictions.
Yes. Start with our free tier to experience the platform. Upload your portfolio and receive basic analysis immediately. Upgrade anytime for complete intelligence.
For illustrative purposes only. This is not investment advice. Investing involves risk of loss.
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