Your portfolio, argued with.
The RBWM Analyzer reviews one stock or your whole portfolio against the risk you chose, shows the evidence behind every view, and names what would prove it wrong. Use it here, or add it to your AI assistant. The demo shows 20 pre-run names, no account.
Newest: the plugin
Research inside your AI assistant
If you work with an AI assistant that supports the open connector standard, RBWM plugs into it: nine research tools on the same engine as our analyzer. Ask about a stock or a portfolio under review and every figure comes back with its source, every thesis with the case against it, and nothing that reads as a trade instruction. Try it free for five days, no account; firms license it with no cap.
For firms: licensing
License the engine
The software itself, inside your process. Three stages on every name: the evidence is computed and sourced, the thesis is argued against and the counter-case filed, and your reviewer's sign-off is recorded. Configured to your workflow, run by your team or with ours on site or remote. It starts with a paid 60-day evaluation: thirty paired research tasks on one workflow you choose, then a commercial decision.
Per seat: the analyzer
The whole case on a name, on demand
An analyst or advisor with a seat asks about a name and gets the case without waiting in a research queue: the sourced figures, the case for, the case against, and the names the signals flag for a closer look. One seat per analyst or advisor, at a firm or independent. Try the demo on this page first; its 20 pre-run names come back in seconds.
Subscription: the picks
Six names, not six hundred
Six names on the 1st and 14th of every month, across three tiers: conservative, balanced, aggressive. Not hundreds of ideas: six, each with the evidence behind it, the risks against it and what would change the thesis. Published on a fixed schedule, the same for every subscriber; we do not consider your finances, goals or holdings. The latest release is free to read.
Educational research, not personalized investment advice. RB Wealth Management, Inc. is not a registered investment adviser.
Live demo
Pick a name and run it
The demo covers 20 names and seven sample portfolios, all run ahead of time and refreshed nightly, so nothing here is typed in or waited for. Your own names and holdings need a firm licence. Educational research, not personalized investment advice. Past results do not predict future returns.
Why it is different
Not a chatbot answer
Computed before anything is written
A run is 22 steps. Nine of them, including price, fundamentals, technical indicators, news collection, outlet weighting and the valuation grade, are pure computation and come out byte-identical whichever language model sits underneath. Asking a chatbot about a stock skips all nine.
Evidence gathered, not recalled
Five news feeds over 30 days, up to 250 articles, weighted by each of 112 outlets' measured record. Then 66 market signals from 53 further sources: FINRA short volume, SEC Form 144 notices, 13F filings, CBOE put/call and skew, CFTC positioning, market breadth. Every figure keeps its source.
Argued against before it is shown
A second pass writes the case against the call. Confidence is then adjusted for how past calls at that level fared, for the strength of that case, and for whether the signals agree. Too few name-specific signals, and the composite is withheld. No sourced price, no call.
Plugin
The same research, inside your AI assistant
The RBWM evidence plugin works with any AI assistant that supports the open Model Context Protocol (MCP). Ask your assistant about a stock or your portfolio and it calls our tools, so every number comes back with its source and the model-written parts are labeled. Nothing it returns is a trade instruction.
The address to add: https://rbwmanalyzer.com/mcp
Claude (claude.ai or the desktop app)
- Settings, then Connectors, then Add custom connector.
- Name it RBWM, paste the address, click Add, then Connect.
- Pick Try it free on the RBWM window. Needs a paid Claude plan.
ChatGPT (web or desktop app)
- Settings, then Apps & Connectors, then Advanced settings: turn on Developer mode.
- Back in Apps & Connectors choose Create: name RBWM, paste the address, authentication OAuth, Create.
- Pick Try it free on the RBWM window, then enable RBWM in a new chat. Needs a paid ChatGPT plan.
When the RBWM window opens, click Try it free: five days, ten model-backed answers a day, no key and no account. Firms sign in with their key instead, which has no cap.
What the plugin can do (9 tools, none of them places a trade)
- Analyze one stock across its fundamentals, technicals and news
- Review a whole portfolio against the risk level you chose
- Build a starter allocation to argue with
- Hear the case against an idea you already hold
- Check the figures in a document against market data
- Get a dated closing price with its source
- See what a position does across market scenarios
- Request a deeper research job on a name
- Collect that research when it is done
Questions
- Is the Analyzer included with the research subscription?
- No. The subscription covers the twice-monthly selections only. The Analyzer and the plugin are licensed to firms directly, and the demo on this page shows a fixed set of 20 pre-run names and seven sample portfolios.
- How is this different from asking a chatbot about a stock?
- A chatbot answers from memory in one step. Here the model is step nine of 22: price, fundamentals, technicals, news, outlet weighting and market signals are computed first and handed to it as a briefing, a second pass argues the opposite side, and the output is screened so it cannot issue a trade instruction or an unsourced price.
- Does the Analyzer tell me what to buy?
- No. It shows evidence, scores and the conditions that would falsify a view. It is educational research, not personalized advice, and it does not know your finances.
- How does a firm get full access?
- Through a licence. Tell us about your team through the contact form and we set up a paid evaluation on your own names and holdings, with keys for the web analyzer and the plugin.
- How do I add the plugin to my AI assistant?
- Open your assistant's connector or MCP server settings, add https://rbwmanalyzer.com/mcp, and click Try it free in the RBWM window: five days, ten model-backed answers a day, no account. Firms sign in with a licence key, which has no cap.
- Where do the numbers come from?
- Fundamentals come from filings data, prices from daily bars with a named vendor, and news from five feeds over 30 days (up to 250 articles), weighted by each outlet's measured record. A further 53 sources feed 66 market signals. Each card names its inputs and their limits.