Castello AI

Castello AI is for retail investors who want to understand their portfolios and research investments without piecing together information from multiple accounts and tools. It connects to supported brokerages in read-only mode, bringing holdings into one view for AI-assisted analysis; trades and money transfers remain with the brokerage. Investors can review portfolio returns, income, and allocation changes, and see risk assessments that flag concentration and diversification issues. For individual stocks, Castello provides pricing, company fundamentals, technical indicators, and AI-generated sentiment based on news and filings. A personalized feed highlights stories related to the investments and watchlist an investor follows. The app is designed for both newer and experienced investors seeking a clearer view of their holdings and market research.

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