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

Pip finds what changed on the stocks you own, with the source, and sets it beside your own reason for owning them, giving you back control over your investments.

The first invites go out when the dashboard opens.

How it works

## Set it up once. Stay in control after.

Everything will happen on your own dashboard, in your own words.

### Add your stocks, and why you own each.

Up to 10 tickers, typed in. No brokerage link. Your reason is in your own words, and you can change it any time.

### Every weekday, one short email.

It leads with what's new on your holdings, each fact with its source, beside your reason. On quiet days it says so.

### Read the full briefing. Change anything.

Your dashboard will keep 90 days of briefings. Edit a stock or a reason, and Pip will pick it up within 15 minutes.

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 source 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.

Pip writes this line only after checking every holding.

Pip writes this line only after checking every holding.

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.

### What Pip keeps about you

- Your email
- Your tickers up to 10
- Why you own each encrypted
- Your Signal level
- The price on the day you added each stock
- Your briefings 90 days
- 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.

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 every line Pip writes carries its source.

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.

Pip is for research and education only — not investment advice, and not a recommendation to buy, sell, or hold any security. Pip reflects your own stated reasons against public information and never tells you what to do. You decide.

The sample briefing on this page (HLDN Halden Systems, MRWK Marrowick Labs, OVLE Orchard Vale Devices, KSTB Kestrel Bancorp, TBLN Timberline Stores, and every fact, figure and date shown for them) is a fictional example for illustration only.
