James Inv vs Ascend Research

James Investment Client Access - Mobile App

Ascend Research — your research desk for the names you own. Ascend turns your portfolio into a living research operation. Write a thesis for every position, track what's working, and get a clear read on your book — grounded in real data, not noise. Research and education, not advice. Your Book See your holdings, performance, and cost basis in one place, with a true time-weighted return reconstructed from your transactions. Living Theses Write a thesis for each position with the criteria that actually matter. They resolve automatically when a company reports — green when the thesis is confirming, red when it's breaking — so you know the moment the story changes. Morning Brief A daily brief on what moved in your book and why, composed for you and ready to listen to. Earnings Coverage Calls, transcripts, financials, and a valuation sandbox for the names you follow — with the numbers visible, so you can audit them. Risk X-ray See your concentration, your sector tilt vs. the S&P, thesis risk, and upcoming earnings events — the risks hiding in your book. Ask A research assistant that knows your book. Ask about a position, a thesis, or a name you're watching and get grounded answers you can trace. Today A focused feed that surfaces what needs your attention — movers with the "why," coaching on your decisions, and new names worth a look. Built for the self-directed investor who wants to think clearly and keep score honestly. — Ascend provides research and educational tools only. It is not investment, financial, tax, or legal advice, and nothing in the app is a recommendation to buy or sell any security. You are responsible for your own decisions. Investing involves risk, including the possible loss of principal.