Built for individual investors managing $500K–$10M+ portfolios
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AI Investment Analyst

Morning briefings.
Zero manual research.

DealPulse is your autonomous AI analyst. It monitors your holdings overnight, scans for new opportunities, and drops a concise briefing on your desk before markets open — every single day.

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Sample Briefing

Here's what lands in your inbox — every morning

Real briefings are personalized to your holdings. This is a representative sample.

📊 DealPulse Morning Briefing Tuesday, April 22, 2026 · Sample Portfolio
Portfolio Pulse

Your portfolio gained $1,847 (+1.23%) overnight, outperforming the S&P 500 which closed flat at −0.03%. Total value: $152,340. The move was driven by tech holdings responding to strong signals from semiconductor peers after TSMC raised its Q2 fab capacity outlook.

Notable Movers

NVDA +3.2% — Nvidia surged on TSMC's upgraded capacity guidance (+8%), signaling sustained AI chip demand. Your 40-share position gained $743. Watch for follow-through at open.

AAPL −1.4% — Declined ahead of next week's earnings. Morgan Stanley trimmed PT to $198 citing iPhone cycle fatigue. Position still +14% from cost basis — no action needed.

JPM +0.8% — Lifted by rate curve expectations after Fed minutes showed two members favoring a June pause. Financials broadly +0.6%.

Watch List

MSFT approaching 52-week high at $497 — currently $492. Has failed this level twice this month. Watch for resistance or breakout.

GOOGL earnings Thursday pre-market. Street expects $1.83 EPS. Position at cost basis — decide whether to hold through.

XLF showing 2.3× average volume on a quiet session — often precedes a catalyst.

Action Items

Consider trimming NVDA by 20% if it gaps up more than 2% at open — locks in gains while maintaining exposure.

Set a MSFT alert at $497 to evaluate a breakout entry or partial hedge.

What DealPulse does

01

Portfolio Monitoring

Watches your positions around the clock. Price movements, earnings surprises, insider trades, regulatory filings. You get flagged on what matters.

02

Deal Scanning

Actively hunts for opportunities matching your criteria across public markets, real estate, and private deals. New leads in your inbox before coffee.

03

Morning Briefings

Every morning, a concise briefing: what moved, what matters, what to watch. No noise. No 47-page reports. Just the signal.

04

Due Diligence on Demand

Point it at a company, a property, or a deal. Get a structured analysis back: financials, risks, comps, thesis. In minutes, not weeks.

Why DealPulse

The math is obvious

Manual Research Enterprise Tools DealPulse
Monthly cost Your time $833–$2,500+ $19/mo
Hours/week spent researching 4–6 hours 2–3 hours ~15 minutes
Morning briefings You write them Generic newsletters Your portfolio, daily
Due diligence speed Days to weeks Hours Minutes
Portfolio coverage Limited by your time Requires IT setup Entire portfolio
Overnight monitoring None Alerts only Full analysis, every night
Setup time No setup, just hours of work Weeks of integration 5 minutes
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FAQ

Common questions

How does the AI actually work?

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DealPulse uses large language models (Claude, from Anthropic) connected to real-time financial data sources. Each night, it pulls your portfolio holdings, scans relevant news and filings, checks price action, and synthesizes everything into a structured briefing — formatted for fast reading, not academic journals. The AI doesn't hallucinate data: it cites sources and flags uncertainty explicitly.

Is my portfolio data secure?

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Yes. You provide read-only access to your portfolio positions — DealPulse never touches your brokerage account directly or holds trading credentials. Your data is encrypted at rest and in transit. We don't sell your data, period. You can delete your account and all associated data at any time from your settings.

What kind of investors is this built for?

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DealPulse is built for self-directed investors — typically managing $500K to $10M across equities, real estate, and alternative assets. You're sophisticated enough to understand a financial analysis, but don't want to spend 4-6 hours a week manually tracking everything. Think: busy professionals, small family offices, angel investors, and active traders who've outgrown manual spreadsheets.

Can I cancel anytime?

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Yes, cancel from your account settings in 30 seconds — no calls, no forms, no "retention specialist." You'll keep access until the end of your billing period. We don't do dark patterns. If DealPulse isn't worth $19/mo to you, you should cancel.

The best investors will have AI analysts. The rest won't.

DealPulse is building the future of investment research. Autonomous, always-on, always sharp.

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