Gloria FinancePersonalized Intelligence

What's moving markets. What matters to you.

Gloria continuously monitors markets, live prices, news, SEC filings, earnings and the assets you own — then shows you what changed, why it matters to your financial world, and what deserves your attention now.

Gloria's Today screen on a desktop. A dated header reads "What matters now", a market strip runs across the top, and ranked cards below name what changed: NVDA rising on a stronger AI demand outlook, and a major customer of two companies the reader owns cutting its spending outlook — "This may affect you indirectly — two of your holdings depend on the company as a major customer" — each card showing direct and indirect exposure.

FUNDED BY

Amazon Web ServicesgoML

Funded by AWS through their GenAI Production Workload Funding Program.

Engineered in partnership with goML, an AWS generative-AI partner.

YOUR FINANCIAL WORLD

Your investments are fragmented. Your intelligence shouldn't be.

Connect your brokerages, crypto exchanges and wallets so Gloria can understand what you own, uncover your true exposure, and see the relationships connecting your companies, funds and assets.

  1. What I own

    Gloria's Consolidated Portfolio screen on a phone: $1,036,440 invested and $100,200 cash across five accounts — an individual brokerage and a rollover IRA linked read-only through SnapTrade, a Bitcoin and an Ethereum wallet watched by address, and a Coinbase balance entered by hand. A footnote reads that Gloria never holds your credentials.

  2. What I'm really exposed to

    Gloria's True Exposure screen on a phone, twenty exposures with the arithmetic behind each one. Bitcoin is 19.7%, opened to show how: 12.0% held directly, 6.5% reached through IBIT and 1.2% through MSTR, summing to the 19.7% total and $204,070 of the portfolio. NVIDIA is 6.0% — 4.7% held directly, plus 1.0% reached through SPY and 0.3% through QQQ — beside the SPDR S&P 500 ETF at 16.3% and Ethereum at 12.2%.

  3. What it's connected to

    Gloria's "What changed" sheet on a phone, over the Today screen. A connected-development card reports a senior insider share disposal at Microsoft, disclosed to the SEC under a pre-scheduled 10b5-1 plan adopted months earlier — a planned sale rather than a reaction to news. A relationship trace runs from the executive, as an officer of Microsoft, to the reader's own holding at 3.98% of the portfolio, sourced to an SEC filing. Above it the foot of an earlier card shows an estimated impact of +$4,768, 0.46% of the portfolio.

CONNECTED INTELLIGENCE

See the risks hiding between your positions.

Companies don't exist in isolation. Gloria maps customers, suppliers, ownership, executives, board relationships and other documented connections — then follows important events through those relationships to the investments you own.

One event. Every meaningful update. Gloria keeps the story current as new evidence emerges.

An impact flow on a phone: Apple cut component orders, branching to Skyworks Solutions and Qorvo — two suppliers the reader owns, down 4.2% and 3.1% on the day. Beneath, −$2,121 across the two holdings and 5.5% combined exposure, with the note that the portfolio looks diversified but both companies count Apple as their largest customer. A Monitor control sits under it.

DISCOVER IDEAS

The market leaves clues. Gloria finds them.

Discover emerging themes, institutional moves, insider activity and congressional disclosures — then take anything you find straight into Gloria Research for deeper analysis in the context of your portfolio.

Gloria's Discover screen on a phone. A written summary reads that ten of thirty tracked themes and sectors are at Watch and that momentum broadened over the last 24 hours — Biotechnology and Genomics moved to Watch on a 10.5% 20-day run, and AI, Cloud and Software holds the firmest 20-day tape at +15.8%. Beneath it, a momentum map plots each theme by its 20-day move against the S&P 500 and its acceleration, sized by breadth.
Gloria's Discover screen on a phone: thirty tracked themes and sectors ranked by score — Biotechnology and Genomics 84.5, AI, Cloud and Software 77.5, Materials 77.2 — each row saying whether it is a theme or a sector, whether it is at Watch, and how far it has moved over 20 days.

RESEARCH

One-click research playbooks for investment ideas.

Choose a playbook and Gloria automatically runs the right checks — fundamentals, valuation, earnings, catalysts, risks, portfolio exposure and more — so you can quickly decide whether an idea is worth pursuing.

  • Stock Bull / Bear Case

    See the strongest evidence for and against a stock.

  • Which Stock Is Better

    Compare two stocks across fundamentals, valuation, momentum and risk.

  • Potential Catalysts

    Identify upcoming events and developments that could move the stock.

  • Thesis Invalidation

    Find the key developments that would challenge or break the investment thesis.

  • Sector Momentum Rank

    Rank stocks in a sector by momentum, relative strength and market leadership.

  • Earnings Deep Dive

    Break down the quarter — results, guidance and how the market reacted.

CUSTOM MONITORS

Close the app. Gloria keeps watching.

Your attention, outsourced. Set a monitor on anything that matters — Gloria follows the story as it develops and tells you when something material changes, even months later.

  • A company's earnings — results and the reaction, the day they land
  • A ticker — material filings, insider activity, guidance changes
  • A theme — AI Infrastructure strengthening or weakening
  • A scenario — the 10-year moving through your threshold
  • Your saved research — re-checked when the facts change

Stay informed without staying glued to markets.