S SIMONPERSONAL FINANCE CONCIERGE
PRIVATE FINANCIAL INTELLIGENCE

Know what matters.
Before it matters.

SIMON is your personal finance concierge — bringing markets, economic data, financial news and your portfolio together in one intelligent private desk.

Informational market intelligence only. SIMON does not provide individualized investment, tax or legal advice.

01 / DAILY INTELLIGENCE

What Is Happening Today

Live market and economic intelligence summarized by SIMON.

Daily changes are measured from the regular-session open. Quotes refresh every five minutes while this page is open and may be delayed.

Open this page to load today's briefing.
02 / PRIVATE PORTFOLIO

What's Happening in My Portfolio

Upload a screenshot of your holdings or manage your purchase lots below.

Portfolio Holdings & Import Click to collapse or edit positions
AUTOMATED POSITION IMPORT
Import via Document or Screenshot

Upload or drag and drop brokerage screenshots or statement files (Charles Schwab, Fidelity, Vanguard, Robinhood, Apple Stocks).

Privacy & Security Standards
QUICK INPUT

Type your holdings in plain English (e.g. "Bought 25 Nvidia at 118, 10 Apple at 190, and 15 SPY at 510"). Separate purchases over time will be automatically recorded as individual lots.

PORTFOLIO POSITIONS
Stock / Ticker Number of Shares Price Per Share When Purchased
03 / SCENARIO OUTLOOK

Weekly / Monthly Forecast

Weekly market watchlist and three-month scenarios; not a guaranteed prediction.

Your weekly and monthly outlook will appear here.
DATA PROTECTION & COMPLIANCE

Privacy & Security Standards

Institutional security protocols governing automated position extraction and client data.

1. Ephemeral In-Memory Processing

When you import screenshots or brokerage statements, images are streamed directly into volatile server memory strictly for optical character recognition. Files are never written to disk, stored in persistent databases, or cached.

2. Instant Destruction Policy

The moment ticker symbols, share counts, and cost basis numbers are extracted, all raw image bytes and file buffers are immediately discarded and purged from memory.

3. Strict Exclusion of Financial & Personal Identifiers

The extraction engine is programmed to strictly ignore and discard non-trading information. Account numbers, routing numbers, institution names, cash balances, total portfolio net worth, buying power, names, residential addresses, and credentials are completely filtered out and never recorded.

4. Zero Third-Party Sharing

Your document contents and extracted portfolio holdings are never sold, shared with advertising networks, or used to train third-party models. Data remains private to your session.

5. Transport & Encryption Standards

All data in transit is protected using end-to-end TLS 1.3 encryption. Passwords and session authentication tokens use cryptographically salted scrypt hashing and timing-safe evaluation.

PRIVATE PORTFOLIO

Your SIMON Account

Sign in to keep your purchase lots with your account.