Lattice - AI Stock Research

Lattice puts an AI research team in your pocket. Connect your brokerage, ask questions in plain English, and let Lattice watch the market for you — so you always know what is happening with the companies you own, and why it matters.

MEET PRISM, YOUR AI ANALYST Ask anything, the way you would ask a colleague: "Why is my portfolio down today?" "Compare AMD and Nvidia side by side." "What moved Tesla this week?" Prism researches across live market data, SEC filings, earnings transcripts, and breaking news — then answers in seconds with clear explanations, cited sources, and interactive charts you can explore.

YOUR PORTFOLIO, UNDERSTOOD Securely link your brokerage accounts — Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, Webull, Interactive Brokers, and many more — with read-only access. Lattice can never move your money or place trades. See everything in one place: balances across accounts, today's moves, total gains, allocation by sector, and the concentration risks hiding in your mix. Prefer not to link? Add holdings manually and get the same analysis.

OPTIMIZE WHAT YOU ALREADY OWN The Portfolio Optimizer analyzes your actual holdings using a Black-Litterman model and shows how a rebalanced mix could change your projected risk and return — sector by sector, with the trade-offs spelled out in plain language. No new money required; it works with what you have.

ALERTS THAT WATCH THE WHOLE WORLD • Price alerts — target levels and percentage moves, delivered as push notifications the moment they trigger • Event alerts — tell Lattice to watch for a real-world event ("alert me when…") and AI monitors the news, verifies it across credible sources, and notifies you when it actually happens • Earnings, filings, and market-moving headlines connected to the stocks you hold

NEWS THAT KNOWS YOUR PORTFOLIO My Feed ranks market news, SEC filings, earnings, IPOs, and macro events by what you actually own, what you watch, and the industries you care about — so the first thing you read is the thing that affects you. Tell Lattice your interests once and the feed, alerts, and Prism's explanations all adapt to your experience level and focus areas.

ALWAYS ON, BUILT FOR FOCUS A clean, dark, distraction-free interface. Real-time quotes and charts. A market screener, economic calendar, and watchlists that surface what changed — not a wall of noise.

WHO LATTICE IS FOR • Long-term investors who want to understand their holdings, not just stare at tickers • Busy people who want the market watched for them 24/7 • Anyone doing real due diligence who is tired of reading filings line by line

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Disclaimer: Lattice provides analytical tools, information, and research insights only. It does not provide personalized investment advice, does not execute trades, and is not a broker-dealer.