JASPY FOR RETAIL

You already know what you own. Jaspy shows you what's moving around it.

Your holdings, the companies behind them, the markets they sit in, and the research underneath — connected, so a development arrives already read against your position, not as one more headline to sort.

See It on Your PortfolioHow Jaspy Works
THE PROBLEM

The problem was never the information.

None of it arrives knowing what you own. Every headline, filing, and sector move is written for everyone at once — so the work of deciding whether it is about you falls to you, every day. Jaspy does that part first.

01ManagePortfolio & CRM — your holdings, the companies you follow, and the people and documents attached to them.
02SeeLandscape Hub — what is happening around those positions, and which themes are gaining weight.
03TrackMarket Pulse — the conditions your positions are moving through.
04ResearchResearch Engine — the companies, industries, and relationships underneath any of it.

Four layers, one loop. It starts with what you already own.

Already know which four you'd start with?See It on Your Portfolio
01 · Portfolio Management + CRM

Start with your world.

Your holdings, the companies you follow, and the contacts, documents, meetings, and events attached to each one — in a single place, so nothing about a position lives in six different tabs.

Allocation
Public holdings
Private holdings
Alternative assets
Cash
Other assets
Performance
Explore an assetCompany contextMarket environmentRelated research

That's what you own. Now what's happening around it.

02 · Landscape Hub

What's happening around your positions, and what's building.

Events, filings, and industry moves surface against the companies you follow, so you stop searching to stay current.

Companies you follow
Northwind Materials
Supplier capacity expanded
Halden Semiconductor
Guidance raised
Arden Logistics
New competitor entered
Pell Energy
Filing published
Personalized digest
6 minUpdated 06:40
In this briefHalden Semiconductor — guidance raisedIndustrials — input costs easingTwo filings on your watchlist

Press play and hear what moved around your holdings since yesterday, in the order it matters to you. No reading required.

Items to watch
Input costs across industrialsBuilding
Grid capacity constraintsEmerging
Regional lending standardsEarly

Themes that are not news yet, ranked by how much of your portfolio they touch and how many independent sources point the same way.

Industries in view
SemiconductorsYour portfolio
Industrial materialsYour portfolio
Grid & energyYour interests
LogisticsYour watchlist

Not the industries in the news. The industries in your world, ranked by how much of it they touch.

That's your landscape. Now the market it all sits inside.

03 · Market Pulse

Now widen the frame.

Landscape shows you your world. Market Pulse shows you the conditions it's moving through — indices, breadth, volatility, and sector performance.

That's the market. Now for when a number isn't an answer.

04 · Research Engine

See the market behind the market.

Research a company and you get a company. Here you get everything it touches — and every point where that map meets what you already own.

The map around one subject Illustrative
YOU'RE RESEARCHING Semiconductors AI infrastructure Equipment providers Energy demand INDUSTRY Data centers IN YOUR PORTFOLIO Halden Semiconductor IN YOUR PORTFOLIO Pell Energy ON YOUR WATCHLIST Arden Logistics WORTH A LOOK 3 emerging companies
You're researching Semiconductors
AI infrastructure Equipment providers Energy demand
Data centersIndustry
Halden SemiconductorIn your portfolio
Pell EnergyIn your portfolio
Arden LogisticsOn your watchlist
3 emerging companiesWorth a look
2 companies you own 1 on your watchlist 3 emerging companies worth a look 4 industries between them

And back to your portfolio — with more behind the decision than when you started. That return trip is the whole point.

WHY IT'S DIFFERENT

The signal is in the connections.

A filing on its own is a document. A sector move on its own is a number. Read against a company you hold, in a market you are watching, with the research already underneath — the same three things stop being three things.

You manage your own positions.Not a spreadsheet you update on Sundays — holdings you actually think about.
You follow companies closely.A handful you own, a few you are watching, and some you have not bought yet.
You want the why, not just the what.A number moved. The useful question is what moved it, and whether it reaches you.

For people who would rather understand a move than react to one.

START HERE

Know what you own. See what's moving. Understand why.

You started with what you own. Now you have seen what moves around it, the conditions it moves through, and the map underneath. That is one turn of the loop.

See It on Your PortfolioHow Jaspy Works