Shine a light on your investments. Keep your hands on the wheel.

Pip finds what changed on the stocks you own and sets it beside your own reason for owning them, with the filing linked where there is one, giving you back control over your investments.

The first invites go out when the dashboard opens.

Mon, Oct 6New on 5 of your holdings today.
HLDN
A director sold 12,000 shares.📎 SEC Form 4 · Oct 3Since added to Pip (Sep 4)
▇▃▃▁ -5.2% · more than market
Why you own it:a strong business
Clear facts. Back in your hands.
OVLE
Services revenue rose 14% from a year earlier.📎 10-Q filingSince added to Pip (Jul 21)
▁▃▅▇ +9.8% · more than market
Why you own it:what they stand for
TBLN
Fell 4.1% today.📎 Checked — no filing or headline dated to the session that moved.Since added to Pip (Aug 12)
▅▃▂▂ -3.1% · less than market
Why you own it:a strong business
MRWK
Named a new CFO, starting January 1.📎 SEC 8-KSince added to Pip (Jun 30)
▃▃▄▅ +4.0% · less than market
Why you own it:the dividend
KSTB
Raised its quarterly dividend by 8%.📎 Company releaseSince added to Pip (Aug 1)
▂▃▅▆ +6.3% · more than market
Why you own it:the dividend
Sample briefing · fictional companiespoint at a stock · rest to see your reasonscroll or tap a stock to look closer

How it works

Set it up once. Stay in control after.

You know why you own them. Pip keeps up with them.

01

Add your stocks, and why you own each.

Type in your tickers. No brokerage link. Say why you own each one, and change it any time.

02

Every weekday, one short email.

It leads with what's new on your holdings, beside your reason, with links to the filings behind it. On quiet days it says so.

03

Read the full briefing. Change anything.

The full briefing will be on your dashboard. Edit a stock or a reason there, and Pip will pick it up.

Sample briefing · fictional companies

Facts, not opinions

What happened, and where it's from.

Pip reads the filings on your stocks and reports what they say, in plain English. You'll get what changed, with the filing usually one tap away, so the thinking stays yours.

Quiet days will still arrive, and say so. Pip only writes that line when it has checked every holding.

New on HLDN today.
HLDNA director sold 12,000 shares.📎 SEC Form 4 · Oct 3Form 4 · Table I · 12,000 shares · transaction code S (sale) · Oct 3Why you own it: a strong business
Nothing on your 5 holdings needed flagging today.
Unsubscribe in one click

Pip writes this line only after checking every holding.

New on OVLE and MRWK today.
OVLEServices revenue rose 14% from a year earlier.📎 10-Q filing10-Q · Services net sales, three months ended · +14% year over yearWhy you own it: what they stand for
MRWKNamed a new CFO, starting January 1.📎 SEC 8-K8-K · Item 5.02 · appointment of Chief Financial Officer, effective January 1Why you own it: the dividend
Nothing on your 5 holdings needed flagging today.
Unsubscribe in one click

Pip writes this line only after checking every holding.

New on KSTB today.
KSTBRaised its quarterly dividend by 8%.📎 Company release8-K · Exhibit 99.1 press release · quarterly common dividend raised by 8%Why you own it: the dividend
Sample briefing · fictional companies

Built to protect you

Everything Pip keeps fits on one card.

Pip will build your briefing around the tickers you type in and why you own each. Your reasons and your email will be stored encrypted, and you can delete everything, any time.

Signal levelBalanced
Email briefing
Sign out everywhereSign out
Delete accountDelete…
We'll email you a link to confirm. Then your data is erased, on the site and on Pip's side.

What Pip keeps about you

  • Your email
  • Your tickers
  • Why you own each encrypted
  • Your Signal level
  • The price on the day you added each stock
  • Your briefings
  • Your 👍 / 👎 counts
  • When you were last active
That's all of it.

Never: share counts or position size · cost basis · access to your brokerage or your money · tracking pixels in our emails.

Illustration of Jonathan Toledano, Pip's founder
Jonathan ToledanoFounder

From the founder

I kept asking one question about the stocks I own: what changed, and where does it say so?

Building fintech products for people investing their own money, I saw how they actually make those decisions. So Pip starts from your own reason for owning each stock.

Leading a product team at an AI company, I learned that a result is only as good as the evidence behind it. My own AI tools taught me to make software show its work. So Pip shows you where it says so.

Pip is my answer. The decisions stay yours.

Invite-only for now

Request an invite.

The first invites go out when the dashboard opens. When yours arrives, you'll set up your stocks and your reasons there.

Questions people ask.

Questions

Does Pip tell me what to buy or sell?

No. Pip describes what happened and shows where it's from. The decision is always yours.

Does Pip connect to my brokerage?

No. You type your tickers in. Pip never sees your account, your positions or your money.

How often will I hear from Pip?

One short email every weekday. On quiet days it says that nothing needed flagging.

Can I delete my data?

Yes, any time. Until your invite arrives, email hello@pipthebot.com and we'll remove your address. Once you're in, do it from Settings: we email you a link to confirm, then erase it.