Commonquestions,answered.

Corvo is an AI-powered portfolio analytics platform built for retail investors. Think institutional-grade insights: Sharpe ratio, drawdown analysis, Monte Carlo simulations, sector exposure, without any price tag. Enter your tickers, get professional-grade analysis in seconds.

Yes. Corvo's core features are free forever, not just during beta. Three tiers: Lite (free, what every signup gets), Pro ($9/month, coming soon - adds unlimited AI chat, Plaid brokerage sync, SMS alerts, options Greeks, tax-loss harvesting, and ships with a 14-day free trial), and Max ($29/month, coming soon - adds multi-account aggregation, real-time streaming prices, factor model decomposition, quarterly 1:1 strategy calls, and year-end CPA-ready reports). Lite stays free either way.

No brokerage connection required. Just enter your tickers and portfolio weights manually, or import via a CSV file. Corvo never asks for brokerage credentials or account numbers.

Your data is encrypted in transit and at rest, stored securely via Supabase. We never sell your data to third parties, share it with advertisers, or use it to train external models. You can delete your account and all associated data at any time.

Corvo supports CSV exports from Fidelity, Charles Schwab, and Robinhood out of the box. Any generic CSV with ticker and weight (or share quantity) columns also works.

Corvo uses Claude AI to analyze your portfolio's risk profile, diversification, and performance characteristics against market benchmarks. The AI reads your actual holdings and weights, so its insights are specific to your portfolio, not generic market commentary.

The Sharpe ratio measures risk-adjusted return: how much return you're earning per unit of risk taken. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent. A negative Sharpe means you'd be better off in a risk-free asset like T-bills.

Corvo runs 10,000 forward simulations of your portfolio's possible outcomes based on each holding's historical volatility and correlation. You'll see a range of projected values, including the best case, median, and worst case, giving you a realistic picture of what to expect over your chosen time horizon.

AI insights are educational and informational only, not financial advice. They're based on historical data and statistical models. Markets are unpredictable, and past performance never guarantees future results. Always consult a qualified financial advisor before making investment decisions.

Tax loss harvesting means strategically selling losing positions to realize a capital loss, which offsets taxable gains elsewhere in your portfolio. Corvo identifies harvesting candidates in your portfolio and suggests replacement securities with similar exposure that avoid IRS wash sale rules.

Lite accounts get 15 AI chat messages per day. You can earn up to 40 daily messages by referring friends, with each successful referral adding extra daily quota. Pro and Max subscribers get unlimited messages.

You can ask anything, but the AI is tuned for portfolio and investing questions. It works best with prompts like "Is my tech allocation too high?", "What's dragging down my Sharpe ratio?", or "Should I rebalance before year-end?" General chat outside finance will still work, but that's not where it shines.

Pro ($9/month) is the upcoming paid tier for the engaged self-directed investor. It adds unlimited AI chat, brokerage sync via Plaid (auto-update holdings), SMS price alerts, tax-loss harvesting suggestions with wash-sale-safe replacement tickers, options chain analysis with Greeks, intraday refresh, custom benchmarks, backtesting on saved portfolios, custom PDF reports, and priority email support. Ships with a 14-day free trial.

Max ($29/month) is the upcoming top tier for households running serious money across multiple wrappers. It adds everything in Pro plus multi-account aggregation (spouse, custodial, retirement wrappers in one net-worth view), real-time streaming prices, API access for Sheets / Excel pulls, quarterly portfolio review PDFs, year-end TLH + capital-gains reports formatted for your CPA, concierge TLH execution plans, factor model decomposition (Fama-French five-factor + momentum), custom alerts on any metric, a quarterly 30-minute 1:1 strategy call, white-glove onboarding, and direct founder access.

Soon. We're finishing the final features before launch. Join the waitlist from the pricing page to lock in founding-member pricing - the launch price stays yours forever, even if we raise rates after.