Introducing Pivot — The AI agent for your portfolio
Your portfolio.
One intelligentagent.
Stocks, crypto, ETFs, RSUs — all in one place. Pivot is the AI wealth agent that knows your exact basis, remembers your thesis, and tells you exactly what to do when the market tests your conviction.
Join 1,200+ hybrid investors on the waitlist
BTC$74,000+4.2%
ETH$2,344+3.1%
SOL$148.20+5.8%
NVDA$183.40+2.4%
GOOGL$280.68+1.1%
AAPL$211.30+0.9%
MSFT$410.41+3.9%
AMZN$248.50+1.4%
META$672.00+2.8%
TSMC$168.34+1.8%
AVAX$34.82+4.1%
ABNB$142.60+2.1%
ALAB$94.40+3.8%
ROKU$88.20+4.6%
LINK$18.44+3.2%
SPY$528.40+0.7%
QQQ$448.20+1.2%
ORCL$194.80+1.6%
CRM$318.50-0.8%
UBER$82.30+1.9%
ETH/BTC0.0313recovering
Fear & Greed12extreme fear
BRK.B$524.10+0.4%
AMD$142.80-1.2%
BTC$74,000+4.2%
ETH$2,344+3.1%
SOL$148.20+5.8%
NVDA$183.40+2.4%
GOOGL$280.68+1.1%
AAPL$211.30+0.9%
MSFT$410.41+3.9%
AMZN$248.50+1.4%
META$672.00+2.8%
TSMC$168.34+1.8%
AVAX$34.82+4.1%
ABNB$142.60+2.1%
ALAB$94.40+3.8%
ROKU$88.20+4.6%
LINK$18.44+3.2%
SPY$528.40+0.7%
QQQ$448.20+1.2%
ORCL$194.80+1.6%
CRM$318.50-0.8%
UBER$82.30+1.9%
ETH/BTC0.0313recovering
Fear & Greed12extreme fear
BRK.B$524.10+0.4%
AMD$142.80-1.2%
The edge
The AI agent that works for your portfolio. Not everyone's.
Traditional wealth management charges 1% AUM and gives generic advice. Pivot knows your exact basis, your tax lots, your thesis — and reasons across every asset you own.
Remembers your exact basis
Your NVDA at $124 basis. Your SOL at $110. Your BTC blended at $58k. Your MSFT RSUs at $380. Pivot knows every position across every asset class and uses it in every analysis.
vs advisor: they guess. Pivot knows.
Scenario modeling on your numbers
Should you trim NVDA and rotate into BTC? Sell your RSUs and deploy into ETH? Hold TSMC through earnings? Pivot runs the exact math — after tax, at your basis, against your timeline — in seconds.
vs robo: they rebalance. Pivot strategizes.
Weighs upside vs risk vs timeline
Every buy decision gets scored against your specific time horizon. ETH at $2,344 looks different for a 2-year vs 7-year thesis. Pivot accounts for that.
vs ChatGPT: generic vs your actual situation.
Tax lot awareness
Short-term vs long-term capital gains. Wash sale rules. Harvesting opportunities. Pivot factors your tax situation into every exit recommendation.
vs TradingView: charts don't know your tax bracket.
Hybrid by design
AI stocks, crypto, ETFs, RSUs, index funds — Pivot handles every asset class in one unified strategy. Rotation signals, correlation analysis, and cross-asset thesis — all connected.
vs Coinbase: they forgot you own NVDA.
Thesis accountability
You set ETH sub-$2,500 as your target a year ago. It's at $2,400. Why are you hesitating? Pivot remembers what you said and calls you on contradictions.
vs everything: nobody else does this. At all.
Comparison
The end of one-size-fits-all wealth management
A Morgan Stanley advisor charges $5,000/year on a $500k portfolio and doesn't know what ETH is. Pivot charges $29/month and knows your exact basis on every position across every asset class.
Traditional advisor + apps
Knows your exact basis
Understands crypto + stocks together
Tax lot optimization
Scenario modeling on your numbers
Available at 2am
Holds you to your thesis
Remembers every decision
Pivot ✦
Knows your exact basis
Understands crypto + stocks together
Tax lot optimization
Scenario modeling on your numbers
Available at 2am
Holds you to your thesis
Remembers every decision
Robinhood / Coinbase / TradingView
Knows your exact basis
Understands crypto + stocks together
Tax lot optimization
Scenario modeling on your numbers
Available at 2am
Holds you to your thesis
Remembers every decision
See it in action
Run any scenario on your actual portfolio
Ask Pivot anything. It knows your basis, your targets, your timeline, and your tax situation — and gives you the exact math, not generic advice.
app.getpivot.com/agent
Conversation
"I have NVDA, BTC, ETH, SOL, TSMC and MSFT RSUs — should I trim tech and rotate into crypto before the halving?"
Good question — and the timing matters. Based on your exact positions, your NVDA at $85 basis gives you 112% cushion before any trim makes sense. Your TSMC RSUs have a wash sale window to watch. For crypto rotation here's how I'd think about BTC vs ETH vs SOL given your 2028 halving thesis...
Scenario analysis
Trim NVDA 20%, rotate to BTC
Recommended
Reduces AI chip concentration 38%→30%. Deploys $72k after tax into BTC at $74k. Closes BTC target by August.
Net proceeds$72,400
Tax (20%)$19,600
2029 value$890k
Hold tech, deploy RSUs into ETH + SOL
Strong
Keep NVDA conviction. Deploy vesting RSUs into ETH below $2,400 and SOL below $150. Ratio play intact.
ETH added+18 ETH
New basis$2,381
2029 value$820k
Pricing
One agent. Every portfolio.
Start free. The agent gets smarter about your portfolio the longer you use it.
Starter
$0
Free forever
Portfolio overview
3 positions tracked
Basic thesis intake
Fear & Greed signal
Most popular
Pro Agent
$29
per month • cancel anytime
Everything in Starter
Unlimited positions + tax lots
Full scenario modeling
ETH/BTC ratio tracker
Thesis accountability system
Rotation trigger alerts
2029 projection engine
Advisor
$99
per month
Everything in Pro
Live brokerage sync
Tax optimization signals
Multi-account support
Priority AI agent
Your portfolio deserves a smarter advisor.
The AI wealth agent built for investors who own both stocks and crypto — across every asset class, at any hour. Join 1,200+ hybrid investors on the waitlist.
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Portfolio
N
NVDA
150 @ $124
$27k
+$9.8k
E
ETH
12.5 @ $2,180
$29k
-$1.8k
₿
BTC
0.42 @ $58k
$31k
+$6.7k
G
GOOGL
45 @ $158
$12.6k
+$5.5k
S
SOL
48 @ $110
$7.1k
+$1.9k
M
MSFT
30 @ $380 · RSUs
$12.3k
+$0.9k
$119,000
Crypto$67k (56%)
Stocks$52k (44%)
Pivot Agent
· knows your full portfolio
Pivot
Hey — I've loaded your demo portfolio. Here's where things stand:
BTC: 0.42 of 1.0 target · 0.58 to go ETH: 12.5 of 25 target · 12.5 ETH to go NVDA: 150 shares · hold to $250 target
ETH is sitting 7% below your $2,180 basis — want me to run a scenario on averaging down vs waiting for your BTC target first?
Enter to send · Shift+Enter new line · Pivot knows your exact basis and targets
Accumulation targets
BTC Active
Weekly 0.05 blocks to 1.0 BTC. 12 blocks remaining.
0.42 / 1.042%
ETH Active
12.5 of 25 target. DCA weekly below $2,400.
12.5 / 2550%
Core holds
NVDA Hold to $250
150 shares at $124 basis. AI infrastructure thesis intact.
GOOGL Hold to $350
45 shares at $158 basis. Cloud + TPU long term hold.
ETH/BTC ratio 0.0313
Target: 0.050 for swap zone. 39% recovered from cycle low.
0.028 low → 0.050 target39%
META reserve card
ETH drops to $1,900 → buy aggressively, deploy reserve cash
$8k reserve → +4.2 ETH → 16.7 ETH total
NVDA hits $250 → sell 50 shares, rotate to BTC
$12,500 → +0.17 BTC → 0.59 BTC total
BTC drops to $58,000 → double weekly block to 0.10
Accelerate to 1.0 BTC by Q3
SOL breaks below $100 → stop loss, rotate to ETH
Protect capital — ETH higher conviction
Stock exit triggers
NVDA above $250 → sell 30 shares
Keep core 120 shares long term
MSFT RSUs vest → sell immediately, buy ETH
30 shares · don't accumulate employer stock
ETH/BTC ratio 0.050 → graduated swap
25% swap increments · 2028-2029
Live signals
ETH @ $2,344 Near target
$164 below your $2,180 basis. Averaging down now lowers to $2,262.
BTC weekly block Monday
0.05 BTC · ~$3,700 · execute every Monday
Fear & Greed: 12 Extreme Fear
Historically strong accumulation signal. 46 days consecutive.
MSFT RSUs vesting Next month
Your thesis says sell immediately on vest. Deploy to ETH below $2,400.