Cresset vs TrendyLlamas

Download Cresset’s client portal mobile app, offering you secure and convenient access to view performance, asset allocation, net worth, documents, and Cresset-curated content.

An AI research analyst for your real portfolio. TrendyLlamas connects to the brokerage you already use and turns live quotes, options analytics, earnings, and news into clear answers. Ask questions in plain English — "What are my concentration risks?", "Analyze AAPL's RSI", "Build a bull call spread" — and get research grounded in your actual holdings. When you're ready to act, review the order and route it to your broker. Your money never moves through us. YOUR WHOLE PORTFOLIO, LIVE • Cross-brokerage positions, balances, and P&L in one real-time workspace • Technical signals on every holding: RSI, IV rank, short interest, squeeze risk • Concentration and risk exposure at a glance • Streaming real-time quotes — never delayed DEEP RESEARCH ON ANY STOCK • One asset, every signal: technicals, fundamentals, volatility, valuation, news, and your own position in a single integrated view • Compare perspectives from leading AI models • Interactive charts with moving averages, EMAs, VWAP, Fibonacci levels, RSI, and MACD OPTIONS, MODELED PROPERLY • Live options chains with streaming pricing and Greeks • Full strategy modeling: payoff diagrams, profit zones, breakevens, probability of profit • LEAP entry scoring and covered-call income screening • Earnings setups so a report never blindsides you ALERTS YOUR BROKERAGE CAN'T SET • Watchpoints on technical signals, IV, news momentum, and criteria no standard brokerage offers • Create alerts in natural language, preview them, then arm them • Push notifications with per-priority delivery controls • An AI lookout that reads the firing feed for you — not just pings you TRADE THROUGH YOUR OWN BROKER • Connect Charles Schwab or E*TRADE via secure OAuth — never your password • Build, review, and place orders that execute at your broker, in your account, under your control • Trading PIN plus Face ID confirmation on every order, cancel, and modify • No custody, ever. Encrypted end to end. Start every day from one home screen built around your portfolio: market pulse, top movers, sector moves, upcoming earnings, expiring options, and the news that moves your holdings. Track a watchlist, replay guided walkthroughs, and switch between light and dark themes — on iPhone and iPad. TrendyLlamas provides tools, data, and AI-generated analysis for educational and informational purposes only. Nothing in the app constitutes investment advice or a recommendation to buy or sell any security. TrendyLlamas is not a registered investment adviser, broker-dealer, or financial institution. All investing involves risk, including the possible loss of principal. E*TRADE from Morgan Stanley and E*TRADE are registered trademarks of Morgan Stanley. Charles Schwab is a registered trademark of Charles Schwab & Co., Inc. TrendyLlamas is not affiliated with, sponsored by, or endorsed by either company. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Terms of Service: https://trendyllamas.com/terms Privacy Policy: https://trendyllamas.com/privacy