Become the investor
you never had
time to be.
Brief watches the market so you don't have to — executing trades with discipline, and delivering a daily briefing to people who are too busy to be active investors but too smart to leave money on the table.
2-week free trial · No card required · $99/month after
You know you're leaving money on the table.
Most intelligent, high-earning people are poor investors — not because they lack knowledge, but because they lack time. Your Schwab account hasn't been touched in eight months. You know target-date funds are lazy. You know better.
The barrier is time, not knowledge. Brief exists in the space between passive neglect and active obsession.
“Your money shouldn't be as neglected as your inbox.”
The average American with $100k+ in investable assets has not materially rebalanced their portfolio in over 18 months.
High-income founders, operators, and professionals report portfolio neglect as a top-5 financial stressor. The barrier is time, not knowledge.
The behavioral gap costs 1.5–3% annually. On a $200k portfolio over 20 years, this compounds to over $400,000 in forgone wealth.
Rebalances a static allocation. No discretionary trading. No market reasoning. Personalization limited to a risk slider.
1% AUM fees. $500k+ minimums. Quarterly check-ins. The best option available — but inaccessible to most people.
Still static allocation rebalancing. Premium tier adds human advisor access at $30/month — a human patch on a passive system.
Pure passive index allocation. Designed for retirement savers, not active portfolio management. No AI reasoning.
Not a robo-advisor.
An investment agent.
Brief reasons about market conditions, executes discretionary trades, and explains its thinking — the way a skilled portfolio manager would.
Tell Brief who you are
A conversational onboarding builds your Financial Persona — time horizon, risk tolerance, values, and goals. Brief references this on every decision.
Brief manages your portfolio
Executes discretionary trades through your Alpaca account — buying, selling, adjusting positions based on market conditions and your persona.
You get a daily briefing
Every day, Brief sends a plain-language briefing — the big picture, what it did and why, and a portfolio snapshot. Written for smart people, not quant traders.
Brief Capital — Morning Scan
The big picture: Markets are still in sell-off mode. The S&P is well below its key moving averages — the trend is down and accelerating. Futures opened red overnight.
What Brief did:
🔴 Closed CRM short — small winner, freed the slot for something better.
🔴 Opened ARM short — chip sector cratering, risking $366 to make ~$621.
⏳ Queued: harvesting a QQQ put up 43% at open.
Key discipline: Big-name stocks flashing oversold signals. Brief ignored every one — in a bear regime, oversold can get much worse.
📊 Equity: $105,918 (+5.9%) · 10 positions · At fresh highs · Grade: B+
Refine with natural language
No sliders. No forms. Just tell Brief what you need and it adapts. Your preferences evolve — Brief evolves with you.
Your funds are always yours.
Brief never custodies your funds. You connect your own Alpaca brokerage account via OAuth — you retain full ownership, full visibility, and can revoke access in one click.
Your funds live in your own Alpaca brokerage account — a FINRA-regulated broker-dealer. Brief is an intelligence layer, never a custodian.
Brief connects via OAuth. No passwords stored, no credentials saved. Revoke access instantly from your Alpaca dashboard.
Performance fees only apply to new gains above your previous portfolio peak. Brief never charges on recovering losses.
Every week, Brief generates a shareable performance card with your alpha and win rate. Share it or keep it private — your call.
brief.capital/s/[your-id] · shareable live card
You only pay more when we make you more.
$99/month flat. No AUM percentage. No advisor minimums. No asset lockup.
A traditional advisor charges 1% of assets — $1,000/year on $100k, $5,000 on $500k — regardless of performance. Brief charges a flat $99/month no matter your portfolio size, and only earns a performance fee when it beats the S&P. The bigger your portfolio, the more you save.
Simulated portfolio up to $100k. No card required. Brief runs live — real decisions on simulated capital. Full performance report vs. S&P at the end.
Start Free Trial →Full access. Cancel anytime. Daily briefs, conversational agent, Alpaca integration, all four customization layers, and shareable performance cards.
Get Started →Billed as $948/year. Save $240 annually — 20% off. Best for users ready to deploy real capital after the paper trial.
Get Annual Access →Of monthly outperformance vs. the S&P 500. Only on accounts with $5k+ deployed. Protected by a high-water mark. If Brief doesn't beat the index, the fee is $0.
“On a $100k portfolio beating the market by 6 points, our performance fee is $900. Net benefit to you: $5,100 — after fees. Your Schwab account generated none of that.”
Refer a friend who becomes a member — you both get a free month. No codes needed.
Start your
paper trial.
Two weeks. A simulated portfolio up to $100k. No card required. Brief runs live — making real decisions on simulated capital. At the end: a full performance report vs. the S&P.
No real capital at risk during the trial
Full performance report vs. S&P at the end
Connect your Alpaca account only when you're ready
$99/month after trial — cancel before without being charged