the calm behind every decision.

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Link your brokerage · read only

Robinhood Schwab Fidelity Interactive Brokers Moomoo PNC Public TIAA TradeStation Tradier Trading 212 Transamerica Upstox US Bank Vanguard US Wealthsimple Webull Canada Webull US Wells Fargo

He shows his work

Every read comes with the evidence.

Say a name and marlo puts the story on screen as he tells it. You see where the money is going, what people are saying, what the business earns, what the economy is doing and what the chart shows.

marlo

Analyst

Try asking

  • How is the market doing today?

Tap to call

Uses your microphone. Calls last three minutes. Headphones work best.

Call

Call marlo, and just talk.

Your personal investment partner to talk through your ideas, pull up research and numbers in seconds, and remind you of old trades so you don’t make the same mistake twice.

A woman holds her phone to her ear and talks to marlo while looking at her brokerage holdings on her laptop.

Alerts

He speaks up when it matters.

Link your brokerage and marlo keeps an eye on what you hold. When something needs a decision, he sends you a notification, so you can call him before you act, not after.

  • When it goes your wayHe helps you stick to your plan.
  • When it dropsHe’s there before the panic is.
  • Only when action is neededNo noise the rest of the time.

Call marlo.

About a ticker, your book, or the trade you can’t stop thinking about. Call before you press anything.