You do the investing. You deserve the intelligence.

While you're at work, your secretary monitors your portfolio, tracks earnings, watches for insider moves, and delivers everything you need — before you think to ask.

Meet your secretary See how it works ↓

Sound familiar?

The Fed signaled a rate change last Wednesday. You heard about it Friday — from a colleague at lunch.

A company you've been watching reported earnings last night. You found out this morning.

You spent 45 minutes researching a stock move that your secretary could have explained in 30 seconds.

You work hard for your money. Your intelligence should work just as hard.

Investment Secretary runs in the background — monitoring, analyzing, and briefing you — so you can focus on the decisions that matter.

Briefed before you ask

Every morning, your watchlist is ready. Every earnings report, previewed 7 days ahead. Every insider trade, flagged the moment it's filed.

The depth you deserve

Not headlines. Not noise. Real analysis — analyst consensus, institutional moves, macro context, and the kind of insight that used to require a Bloomberg terminal.

Built around your schedule

You choose when, how often, and how deep. Your secretary adapts to you — not the other way around.

Everything your research used to take hours to find.

Now delivered.

Earnings Intelligence

Preview, reminder, and full post-earnings report. Automatically.

Insider Activity

Know when executives buy or sell — and whether it was planned or discretionary.

Daily Briefings

Your watchlist. Summarized. In your inbox. Before the market opens.

Stock Screener

Describe what you're looking for. Your secretary finds the candidates.

Institutional Holdings

See who owns what — and whether the smart money is buying or selling.

Deep-dive Chat

Ask anything about any stock. Your secretary has the full context.

Macro & Investor Digest

What Buffett, Dalio, and the Fed are doing — weekly, in plain English.

Price & Insider Alerts

Real-time notifications when something moves that matters to you.

Built by an investor, for investors.

Investment Secretary was created by a Finance Business Controller who was tired of spending evenings researching what a good secretary could have prepared in minutes. Every feature exists because a real investor needed it.

An investment in your investment process.

Less than a dinner out. More valuable than most financial subscriptions you're already paying for.

Basic

Early Bird — First 50 users only

$151/year

$12.58/mo — 30% off

Regular pricing

$18/month

or $179/year ($14.92/mo — 17% off)

Everything you need to stay informed without the research grind.

Watchlist & portfolio tracking
Daily email briefings
Earnings previews & alerts
Insider & price alerts
30 reports / month
20 deep-dive chat sessions / month

Start with Basic

Your portfolio is working 24/7. Shouldn't your intelligence?

Join investors who stopped researching and started deciding.

Meet your secretary

Setup takes less than 5 minutes.