TierOne gives you a team of AI analysts that follows your portfolio, researches new ideas, and brings you clear decisions to make. You stay in control of every trade.
Trailing momentum has slipped to the 12th percentile while IV sits at the 88th. Recommend trimming 8.4% -> 6.8%.
The DoD FY26 guide implies +5.4% real topline growth. Backlog coverage is 2.1x and free cash flow is turning off the trough.
I spent years investing at night, around a full-time job. I tracked entries and exits in a spreadsheet I rarely updated, so I never really knew my returns. I did not write down why I bought things, so I could not separate good decisions from lucky ones. And too often, research ended with dozens of open tabs and less clarity than when I started.
Professional investors have teams. I had Sunday afternoons. TierOne is the team I wanted.
Filings, earnings calls, feeds, blogs, and newsletters rarely line up neatly. TierOne reads across fundamentals, macro, screening, and risk, then turns the work into a brief you can actually use: the case for, the case against, the risk view, and the price that matters.
Most portfolio spreadsheets fail for the same reason: they rely on you remembering to update them. In TierOne, decisions happen through the system, so entries, exits, theses, and rationale are captured as you go. Your return history stays current without becoming another chore.
| Ticker | In | Out | Why? |
|---|---|---|---|
| NVDA | $118 | — | — |
| AAPL | $171 | $190 | momentum? |
| — | — | — | — |
| TLT | $94 | — | — |
Every decision is logged with a falsifiable prediction, a kill condition, and a review date. Later, TierOne grades the quality of the process, not just the result. A good call can still lose money. A weak thesis can still work. The point is knowing which is which.
Every analyst recommendation can also run through a paper portfolio without your human filter. The gap between that portfolio and your real one shows whether your judgment is adding value. Most investors never get that feedback. TierOne makes it visible.
Each analyst owns a job a real fund would staff for. They work in parallel, hand off to one another, and keep the portfolio under review.
Builds bottom-up, segment-level models and source-backed memos from filings, transcripts, and company data.
Frames the regime: rates, liquidity, the dollar, and the macro backdrop every thesis has to survive.
Builds the scenario tree and stress-tests where the portfolio could break.
Keeps the whole portfolio in view: concentration, correlation, and what may need trimming.
Checks mandate limits, concentration, and drawdown rules so conviction does not outrun the guardrails.
Backtests signals and overlays before they become part of the process.
Maintains the written record: what was decided, why, and what happened afterward.
Runs screens, watches filings and price action, and surfaces ideas worth deeper work.
TierOne runs a disciplined investment process in three steps. Most of the work happens before anything reaches your desk.
Analysts screen, research, and monitor your positions and watchlist across fundamentals, macro, screening, and risk.
→ continuesEach brief gives you the bull case, bear case, risk view, and price context so you can make a clean yes-or-no call.
→ continuesDecisions, rationale, returns, and process grades are tracked automatically as you use the system.
● trackedIf you already pay for Claude, OpenAI, or an agent client, TierOne can use that capacity for your portfolio. Your model runs the analyst team on your schedule and your bill. TierOne stays the system of record.
Add TierOne as a custom MCP server in Claude, Cowork, or any MCP-capable client, then sign in with your TierOne login. On the cadence you set, your agent picks up the fund role that needs attention, reads your live portfolio, and writes memos, signals, briefs, and votes back through audited tools scoped to your fund.
→ best for plan-based clients (e.g. Claude Max)Add an Anthropic or OpenAI key in Settings and TierOne handles the routing. The Chief of Staff chat and scheduled agents use your model and bill to your account at cost. Your key is stored encrypted, never reaches the browser, and can be revoked any time.
● your key · your usage · your controlJoin the waitlist for early access and help shape the product.