Tomcrest

Tomcrest is an AI finance tool that connects directly to your Charles Schwab brokerage account and converts live holdings, market data, and company fundamentals into plain-English investment insights for self-directed retail investors. Rather than forcing users to context-switch between brokerage dashboards, earnings calendars, and research terminals, Tomcrest consolidates that data and surfaces it through structured daily briefs, per-symbol deep-dives, dividend projection reports, and strategy guidance — all grounded in your actual portfolio positions rather than generic market commentary.

The core workflow is account-linked research: after connecting your Schwab account, the tool reads your current holdings and maps incoming market signals to what you actually own. Morning briefs give a daily snapshot of relevant moves; dividend projections let income investors model forward cash flow; per-symbol research pulls fundamentals alongside portfolio context so you can evaluate a position without jumping to a separate tool.

Tomcrest is built for the self-directed retail investor who wants analyst-style insight without paying for a Bloomberg terminal or subscribing to a generic newsletter that ignores their specific positions. Because analysis is tethered to real live data from your own account, the recommendations and summaries reflect your actual exposure rather than hypothetical model portfolios.

Generating portfolio-aware investment research, morning market briefs, and dividend projections for self-directed Charles Schwab investors.