Connect in 90 seconds
Link your brokerage read-only. CurrentBase sees your holdings and never moves your money.
CurrentBaseFinance.
Your own professional fund research team, at your fingertips.
Dabbling is easy. Doing it well is hard. CurrentBase Finance learns your holdings and your views, then hands you a few researched moves each market morning, with the reasoning behind each one. You make every trade, and you get sharper as you go.
How it works
One loop. Ten seconds a morning.
Connect your brokerage once. After that, each market morning brings a short briefing: what to consider, why it matters, and the steps to act. We already run this loop live on a real account, scored in the open.
Read the morning briefing
A few researched moves, with the reasoning behind each one.
Check the thinking
Drill into the research, the risk checks, and a second model's take before you decide.
You place the trade
Execute in your own broker. CurrentBase never trades for you.
Your strategy
One engine. Your playbook.
Tell CurrentBase how you want to invest. A lens is a named way of reading the market, like Value, Momentum, or Quality. Pick one, or choose Balanced and let the desk blend them. Every morning’s research runs through your strategy, not a generic model.
Your lens
BalancedValueMomentumQuality
Balanced blends every lens for you. Want more say? Lean the mix toward value or momentum with one slider. Your limits never move.
Your rules
- Max 5% in any one stock
- Never trim my winners
- No oil, no tobacco
- Keep 10% in cash
Personal to you
Your picks, shaped by your views.
A newsletter hands everyone the same tickers. CurrentBase Finance runs each morning’s research through your holdings, your rules, and the views you’ve told it, so the moves fit your portfolio and your convictions, not the consensus. It remembers what you believe, and pushes back when the evidence disagrees.
Under the hood
This is CurrentBase.
The same personal context layer behind everything we build, pointed at your portfolio. Your views compound into a base that makes every morning sharper.
Why you can trust it
We don’t predict the market. We run a process.
Four layers turn an AI guess into a decision you can actually trust. Finance is where AI trust is hardest, so the work is built to be inspected.
Your rules
Your limits on any one stock, theme, or bet, plus rules like never selling your winners. Every idea is checked against them.
Hard risk math
Concentration and exposure checked with plain math, not a language model. Reliable, auditable numbers.
A second opinion
A different AI model attacks every call and tries to refute it. You see what holds up and what is disputed.
An honest scorecard
Every call is logged with its reasoning and graded over time. The track record is public, and it compounds into trust.
Public information only
We work strictly from public data. We never touch inside information. Full stop.
You approve every trade
CurrentBase never holds your money and never trades for you. Every order is yours to place or skip.
We grade ourselves
We write it down first. Then we score it.
Anyone can sound right after the fact. So before the market moves, we commit every call to writing with a clear test and a deadline, then grade it honestly. Nothing gets quietly forgotten.
Logged in advance
Before the market moves, each call is written down with a clear test and a deadline.
Graded against its own test
When the deadline hits, we mark it right, wrong, or too early. No moving the goalposts.
Scored in public
The running record stays open for anyone to check, wins and misses together.
Where it fits
Deeper than a chatbot. Lighter than a brokerage.
A chatbot is one model guessing. Robos and copy-trading take the wheel. CurrentBase Finance is a team of specialized agents that research your holdings, run the risk math, and argue the other side, then hand the decision to you. That is the empty middle, and almost nobody is there.
You stay in controlIt takes the wheelBlind to your accountKnows your accountGeneric AI & newslettersRobos & copy-tradingCurrentBase Finance
The boundaries
The control story is the trust story.
Do I have to hand over my money?
No. You connect read-only, stay in your own broker, and place every trade yourself. CurrentBase never holds assets or auto-trades.
Is this financial advice?
No. It is decision-support: research, risk checks, and a second opinion. The decision is always yours.
I am not an expert. Can I still use it?
That is exactly who it is for. Every move comes with the reasoning and the exact steps, so you get better as you go.
Security
Your data stays yours.
- Read-only. We can see your holdings to do the research, but we can’t place a trade or move your money. You do that yourself.
- The AI never sees who you are. It works from market data and numbers, not your name, login, or account details. We use zero data retention, so nothing is kept or trained on.
- Encrypted and isolated. Your account data is encrypted, kept to your account, and never sold or shared.
- Yours to delete. Disconnect your brokerage and remove your data anytime.
Finance beta
Get good at investing, with a team behind you.
We are opening CurrentBase Finance to self-directed investors who want a real process for the part of their portfolio they actively manage. No custody, no auto-trading. You make every call.
- Connect read-only in 90 seconds
- Researched moves every morning
- You make every trade