by Solid Finance
Beta · starting soon

Be one of the first 20 inside.

I'm opening the Keystone app to a small group of testers. You see the portfolios, try new features before anyone else, and tell me what to fix. Your first month of the base plan is free.

Reserve my spot

See it in 20 seconds

Made-up sample data, not real holdings.

Where we are

Today
  1. November
    Final polish

    The last fixes before testers come in. You can already reserve a spot below.

  2. December 1
    Beta opens

    The first 20 testers get in, with a free month of the base plan. You try it, report bugs and suggest features. What you find gets fixed before the public release.

  3. January 1
    Public release

    The plans open to everyone.

The beta, in detail

OpensDecember 1
Spots20, then a waitlist
CostFree first month
Public releaseJanuary 1
Who it is for

People who follow my portfolios and will open the app a few times a week. You do not need to know anything technical.

What you get

The base plan free for your first month, and the first look at every new feature before it opens to everyone.

What I ask

Use it like you normally would. When something is broken, slow or confusing, tell me from inside the app. It takes a minute.

How to tell me

More, then Report a bug or Suggest a feature (only beta testers can suggest features). I read every one and answer by email.

What it is not

The app is read-only for members. It never moves money, and it shows no dollar amounts, only weights and percentages. It is general information, not investment advice.

After the beta

Your free month ends on its own and nothing renews. Testers hear the prices first, before the public release on January 1.

  1. Now. Reserve your spot and confirm your email. I use this month to polish the app and finish the plans.
  2. December 1. The beta opens. Everyone holding a spot gets an email with their access. Later reservations join the waitlist, in order.
  3. During December. You try it, send reports and ideas. Fixes ship as they are ready, and I tell reporters when theirs is done.
  4. January 1. The plans open to everyone, with prices announced.

The plans, so far

Here is what each level will include. Prices are not set yet. They are announced when the plans open on January 1, and beta testers hear them first.

Base

See what is held
  • Every position and its weight
  • The week's trades once the week is over (Swing can also get each day's trades after the close)
  • Daily performance snapshots
Price to be announced

Pro

Follow it live
  • Everything in Base
  • Trades as they happen
  • My thesis, news posts, quarterly reports and videos
  • Market watch (Swing)
Price to be announced

Ultimate

Everything
  • Both portfolios, Swing and Solid Compounding
  • Every trade as it happens
  • All research and videos
  • New portfolios and features included
Price to be announced

Plans and what they include can still change before January 1. Nothing here is investment advice.

What it looks like inside

Holdings
PositionWeightToday
ACME Acme Robotics12.4%+1.8%
NOVA Nova Energy10.1%-0.6%
ORBT Orbit Networks8.3%+0.9%
HLIX Helix Health6.6%+0.2%

Every position and how much of the portfolio it is.

Trades
BUY
ACME added, now 12.4% of the portfolio
Today · 10:42 AM
SELL
NOVA trimmed by a third
Yesterday · 2:15 PM
BUY
HLIX new position
Mon · 9:48 AM

Each move, as it happens for Pro and Ultimate, or after the week or day for Base.

Research

ACME: why I own it

ThesisQuarterly reportVideo
  • What the company does and why it can keep growing
  • What would make me sell
  • The numbers from the latest quarter

The thinking behind each position, with quarterly reports and videos (Pro and Ultimate).

Performance
■ Portfolio■ S&P 500

How the portfolio is doing against the market.

Sample screens with made-up companies and numbers, to show the layout. The real app shows the real portfolios.

Reserve your spot

We email you once to confirm. Nothing is charged; no card needed.

How it works

  1. Reserve and confirm. Tap the link in the email we send, so we know it's really you.
  2. Beta opens soon. If you hold a spot, you get an email with your access and a free month of the base plan.
  3. Try it and tell me. Inside the app, More → Report a bug and More → Suggest a feature go straight to me.
See the portfolios

Holdings and weights, and the research behind them.

Shape the app

Your ideas decide what gets built next.

First month free

Of the base plan. No card needed to start.

Questions

What do I get for free?

A free month of the base plan (the lowest plan) when the beta opens. After that it ends on its own; nothing renews unless you choose a plan.

What if the 20 spots are gone?

You join the waitlist, in order. If a spot opens up or I add more, you're next.

Is this investment advice?

No. It is general information and opinion. Investing involves risk, and you can lose money.

Already a tester?

Sign in here, then use More → Report a bug or Suggest a feature.

Compare the plans

What you getBaseSee what is heldProFollow it liveUltimateEverything
Every position and its weight✓✓✓
TradesAfter the week, or each day after the closeAs they happenAs they happen
Daily performance snapshotsDaily option✓✓
My thesis and news posts—✓✓
Quarterly reports and videos—✓✓
Market watch—✓✓
Both portfolios together (Swing and Solid Compounding)——✓
New portfolios and features included——✓
PriceTo be announcedTo be announcedTo be announced

Base and Pro are per portfolio. What each plan includes can still change before January 1.

Reserve my spot

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