Ask your I/O Fund subscription anything.
An AI intelligence layer over your I/O Fund subscription. Monitors every trade, article, and portfolio move, and provides answers in plain language with sources.
What changed in the portfolio this month, and where am I underweight?
Two moves this month: a trim in ARVO after the run, and a new starter in NUMA on the power-buildout theme.
Against the current portfolio you're light on Energy (18% there, ~4% for you) and have no Networking exposure.
Current holdings
- Accelerators34%
- Networking22%
- Energy18%
- Memory14%
- Software12%
Illustrative interface. Sample data and fictional tickers, not live I/O Fund content.
Highlights
Ask in plain language
Chat over the full trade log and distilled research. “Why did they trim that name?” “What’s the view on optical networking?” Answers cite the source.
Never miss a move
A weekly digest summarizes new trades and articles, and flags when fresh activity changes the running thesis. Read one note instead of fifty alerts.
See your gaps
Paste a brokerage screenshot and get a live read of where your holdings sit against the fund's current holdings: over- and under-weights, by theme.
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