See your portfolio in a whole new light.
Connect your portfolio. Get deep, AI-powered analysis that goes beyond the standard brokerage view.
A layer of analysis on top of your portfolio.
Three things every serious investor wants — all in one place, alongside the broker you already trust.
AI-powered analysis
Ask anything about your portfolio. Concentration risk, factor exposure, sector tilt — answered in plain English, not buried in a PDF.
One-click brokerage connect
Connect Fidelity, Schwab, Robinhood and more in seconds. Live holdings — no manual CSVs, no copy-paste from monthly statements.
Deeper portfolio insights
Cost basis drift, real performance after fees, hidden sector overlaps — the kind of analysis that usually takes a spreadsheet.
From sign-up to insight in 60 seconds.
- 1
Connect
Sign up and link your brokerage in seconds — securely, via SnapTrade.
- 2
Analyze
Prometra pulls your live holdings and runs deep, AI-powered analysis.
- 3
Decide
Get plain-English insights you can actually act on.