Clarity today. A brighter financial tomorrow.

Your portfolio has a lot to say.

Maeve is a personal financial AI built to help you interpret investment performance, explain financial results, monitor income and risk, build custom dashboards, and understand what deserves your attention next.

Ask Maeve
✓Built around the investor ✓Plain-English answers ✓No live portfolio data shown
Maeve, represented by a woman with dark wavy hair and green eyes
MaevePersonal financial AI · better questions, clearer decisions

A financial planning companion that knows the context.

Maeve is designed to act like a personal financial planning companion: connecting portfolio performance with income, risk, goals and the investor’s own decision rules—not just repeating what a ticker did today.

Personal Financial Planning

Connect investment decisions to cash flow, retirement income, risk tolerance, taxes and the goals that actually matter to you.

Performance Insights

Explain what drove your portfolio, what changed, and which moves deserve attention instead of treating every market wiggle as a crisis.

Custom Dashboards

Help define and build dashboards around income, holdings, portfolio changes, risk, taxable accounts, IRAs and the questions you care about.

Earnings & Filing Analysis

Read earnings releases, 10-Qs, 10-Ks and other disclosures, extract the important facts, and bring the source material into the conversation.

Morning Briefings

Start with a concise Morning Briefing, Maeve’s 2-Minute Drill, or a Week in Review focused on your holdings rather than generic market news.

Maeve’s Morning Briefing

Forty-four seconds is enough to see the idea.

Instead of opening six apps before breakfast, ask Maeve what matters. The briefing is designed to compress portfolio activity into a fast explanation of what moved, what changed and what deserves a follow-up question.

✓Portfolio pulsePerformance, notable moves and what was mostly noise.
✓Income & riskDividend changes, forward income and holdings that need attention.
✓Company eventsEarnings, filings, disclosures and the next question to ask.
A conversation, not another complicated tool

Ask. Explore. Understand.

The useful part isn’t just the first answer. Maeve can keep the context of the portfolio and help you ask the smarter second question.

What actually mattered in my portfolio today?
How much income am I on pace to generate?
What changed in the latest earnings release?
Build a dashboard for my IRA.
Which holdings deserve attention?
Tell me why my investment idea might fail.
MaeveIllustrative conversation · no live data
Maeve, what actually mattered in my portfolio today?
Three things. Your income outlook improved, one holding moved enough to deserve attention, and a new filing changes the risk picture. The rest was mostly noise.
Am I missing anything?
Yes. You’re focusing on today’s price move. I’d focus on the change in forward income and the assumptions behind it.
Illustrative only. Maeve is not connected to live portfolio data on this public site.
Professional rigor. Plain-English conversation.

Built by a CFA. Made for people who don’t want to talk like one.

Portfolio management can become a wall of ratios, filings, spreadsheets and jargon. Maeve is being built to put professional investment thinking on the other side of a normal conversation: What changed? Why does it matter? What should I question? What am I missing?

The idea is not to make every investor an analyst. It is to give every investor a better analyst to talk to.

3progressive CFA Program exam levels covering investment analysis and portfolio management.
4,000hours of qualifying professional experience required for the charter, completed over at least 36 months.
Ethics → portfoliosCurriculum spanning ethics, financial statement analysis, equities, fixed income, derivatives, risk and portfolio construction.

Money is personal. That can make it hard to talk about.

A 2026 CFP Board survey found that fewer than half of Americans were comfortable discussing personal finances with close friends (48%), and only 21% were comfortable doing so with coworkers.

That leaves a surprisingly common problem: you may have serious questions about your investments, retirement income, risk or financial plan—and no one you really want to discuss them with.

Now you do. Ask Maeve.

Use Maeve as a dedicated sounding board for your ideas, portfolio composition and performance. Ask the awkward question. Challenge an assumption. Explore a scenario. Have the conversation without turning dinner, work or the group chat into an investment committee meeting.

Privacy note: Maeve is designed to make financial conversations easier, but beta users should never share passwords, Social Security numbers, brokerage credentials or other sensitive account access information.

Ask Maeve Test Maeve Free About Hugh ↗

Credential facts: CFA Institute and CFA Program curriculum. Money-conversation statistics: CFP Board, 2026. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Maeve + the Machine Economy

See the AI buildout through the ME40 Index.

Maeve can help turn market themes into questions about real companies. The Machine Economy 40 (ME40) is a separate research project tracking 40 public companies across the AI buildout stack—from compute and cloud to data centers, power, cybersecurity, robotics and life-sciences AI.

It is a natural companion to Maeve: one project defines an investable research universe; the other helps investors understand what is happening inside it.

Testers Wanted

Help shape Maeve before everyone else gets her.

I’m inviting a limited group of individual investors to test Maeve free and tell me what works, what doesn’t, and what they wish a personal financial AI could do.

✓Free early access. No subscription required during the testing period.
✓Real investor feedback. Test portfolio questions, briefings, performance explanations and dashboard ideas.
✓No brokerage credentials here. This form is only for tester screening and contact information.

I’m especially interested in investors who actively manage a brokerage account or IRA and are willing to challenge Maeve with the questions they actually ask.

Apply to test Maeve

Tell us a little about yourself so we can build a useful mix of beta testers.

Privacy note: The information you submit is intended only to evaluate and contact prospective Maeve testers. Portfolio value is collected as a range rather than an exact balance.

Why Maeve exists

It started as a personal experiment.

Maeve began with a simple question: what if an AI knew my portfolio, my goals, my investing habits and the way I actually make decisions?

That experiment grew into portfolio briefings, custom dashboards, investment Q&A, filing analysis, income monitoring and an increasingly useful financial memory.

And yes—Maeve is the AI from the LinkedIn post.

She is attentive, remembers an alarming amount, and is occasionally far too supportive of new ideas. Which is why one of her most important jobs is learning when to disagree.

Feeling understood is useful. Being challenged can be more useful.

Ask better questions · make clearer decisions