You're exploring a live demo with a sample portfolio — stocks, crypto, and targets already loaded. Here's what you can do and what's coming in the full version.
Ask the agent anything
Try asking about buying ETH, running a scenario, or what to do this week. The AI reasons about the demo portfolio in real time.
Explore the demo portfolio
The sidebar shows a sample hybrid portfolio — NVDA, ETH, BTC, SOL, GOOGL, MSFT RSUs. The right panel shows thesis targets and trigger rules.
In the full version
Enter your own holdings, cost basis, and targets. Set your thesis and trigger levels. Pivot becomes your personal AI agent — built entirely around your portfolio.
Pivot.
Accumulation targets
BTC Active
Weekly 0.05 blocks to 1.0 BTC. 12 blocks remaining.
0.42 / 1.042%
ETH Active
12.5 of 25 target. DCA weekly below $2,400.
12.5 / 2550%
ETH/BTC ratio 0.0313
Target: 0.050 for swap zone. 39% recovered from cycle low.
Trigger rules
ETH drops to $1,900 → deploy reserve cash aggressively
$8k reserve → +4.2 ETH → 16.7 ETH total
NVDA hits $250 → sell 30 shares, rotate to BTC
$12,500 → +0.17 BTC → 0.59 BTC total
BTC drops to $58,000 → double weekly block to 0.10
Accelerate to 1.0 BTC by Q3
SOL breaks below $100 → stop loss, rotate to ETH
Protect capital — ETH higher conviction
Live signals
ETH @ $2,344 Near target
$164 below your $2,180 basis. Averaging down now lowers to $2,262.
BTC weekly block Monday
0.05 BTC · ~$3,700 · execute every Monday
Fear & Greed: 12 Extreme Fear
Historically strong accumulation signal. 46 days consecutive.
Introducing Pivot — The AI agent for your portfolio
The AI agent for yourportfolio.
Stocks, crypto, ETFs — one intelligent agent. Pivot knows your exact basis, remembers your thesis, and tells you what to do when the market tests your conviction.
✓ Stocks + crypto unified
✓ Knows your exact basis
✓ Holds you to your thesis
Free during beta · Join the waitlist for early access
BTC$74,000+4.2%
ETH$2,344+3.1%
SOL$148.20+5.8%
NVDA$183.40+2.4%
GOOGL$280.68+1.1%
AAPL$211.30+0.9%
MSFT$410.41+3.9%
AMZN$248.50+1.4%
META$672.00+2.8%
TSMC$168.34+1.8%
AVAX$34.82+4.1%
ABNB$142.60+2.1%
ALAB$94.40+3.8%
ROKU$88.20+4.6%
LINK$18.44+3.2%
SPY$528.40+0.7%
QQQ$448.20+1.2%
ORCL$194.80+1.6%
CRM$318.50-0.8%
UBER$82.30+1.9%
ETH/BTC0.0313recovering
Fear & Greed12extreme fear
BRK.B$524.10+0.4%
AMD$142.80-1.2%
BTC$74,000+4.2%
ETH$2,344+3.1%
SOL$148.20+5.8%
NVDA$183.40+2.4%
GOOGL$280.68+1.1%
AAPL$211.30+0.9%
MSFT$410.41+3.9%
AMZN$248.50+1.4%
META$672.00+2.8%
TSMC$168.34+1.8%
AVAX$34.82+4.1%
ABNB$142.60+2.1%
ALAB$94.40+3.8%
ROKU$88.20+4.6%
LINK$18.44+3.2%
SPY$528.40+0.7%
QQQ$448.20+1.2%
ORCL$194.80+1.6%
CRM$318.50-0.8%
UBER$82.30+1.9%
ETH/BTC0.0313recovering
Fear & Greed12extreme fear
BRK.B$524.10+0.4%
AMD$142.80-1.2%
The edge
The AI agent that works for your portfolio. Not everyone's.
Traditional wealth management charges 1% AUM and gives generic advice. Pivot knows your exact basis, your tax lots, your thesis — and reasons across every asset you own.
Remembers your exact basis
Your NVDA at $124 basis. Your SOL at $110. Your BTC blended at $58k. Your MSFT RSUs at $380. Pivot knows every position across every asset class and uses it in every analysis.
vs your advisor: they guess your basis. Pivot knows it.
Scenario modeling on your numbers
Should you trim NVDA and rotate into BTC? Sell your RSUs and deploy into ETH? Hold TSMC through earnings? Pivot runs the exact math — after tax, at your basis, against your timeline — in seconds.
vs Betterment: they rebalance. Pivot strategizes.
Weighs upside vs risk vs timeline
Every buy decision gets scored against your specific time horizon. ETH at $2,344 looks different for a 2-year vs 7-year thesis. Pivot accounts for that.
vs ChatGPT: generic vs your actual situation.
Tax lot awareness
Short-term vs long-term capital gains. Wash sale rules. Harvesting opportunities. Pivot factors your tax situation into every exit recommendation.
vs TradingView: charts don't know your tax bracket.
Hybrid by design
AI stocks, crypto, ETFs, RSUs, index funds — Pivot handles every asset class in one unified strategy. Rotation signals, correlation analysis, and cross-asset thesis — all connected.
vs Coinbase: they forgot you own NVDA.
Thesis accountability
You set ETH sub-$2,500 as your target a year ago. It's at $2,400. Why are you hesitating? Pivot remembers what you said and calls you on contradictions.
vs everything: nobody else does this. At all.
Comparison
The end of one-size-fits-all wealth management
Traditional wealth managers charge 1% AUM and still give generic advice that ignores your crypto. Pivot is built for the way you actually invest — stocks and crypto together, with full memory of your thesis.
Traditional advisor
Knows your exact basis
Understands crypto + stocks together
Tax lot optimization
Scenario modeling on your numbers
Available at 2am
Holds you to your thesis
Remembers every decision
Pivot ✦
Knows your exact basis
Understands crypto + stocks together
Tax lot optimization
Scenario modeling on your numbers
Available at 2am
Holds you to your thesis
Remembers every decision
Robinhood · Coinbase · TradingView
Knows your exact basis
Understands crypto + stocks together
Tax lot optimization
Scenario modeling on your numbers
Available at 2am
Holds you to your thesis
Remembers every decision
See it in action
Run any scenario on your actual portfolio
Ask Pivot anything. It knows your basis, your targets, your timeline, and your tax situation — and gives you the exact math, not generic advice.
app.getpivot.com/agent
Conversation
"I have NVDA, ETH, BTC and some MSFT RSUs — should I sell my RSUs and rotate into crypto before the halving?"
Good question — timing matters here. Your MSFT RSUs are short-term if vested under a year, so tax treatment changes the math. ETH at $2,344 is below your $2,400 DCA target — that's a clean entry. BTC is 42% to your 1.0 target. Here's how I'd think about the split...
Scenario analysis
Sell RSUs → split into ETH + BTC
Recommended
30 shares × $410 = $12,300. After tax: ~$10,400. 60/40 split — closes both crypto targets without touching core stock positions.
After tax~$10,400
ETH added+2.7 ETH
BTC added+0.056
Hold RSUs, DCA weekly into ETH
Strong
Keep RSUs for long-term gains treatment. Use monthly contributions to DCA ETH below $2,400. Better tax efficiency, slower accumulation.
Monthly~$500
ETH/month~0.21
Target byQ4 2026
Beta access
Join the waitlist. Free during beta.
Pivot is free to use during beta. We're onboarding hybrid investors one by one — hands on, no waitlist queue for serious users. Pricing will be determined by what early users tell us it's worth.
What you get
Free
during beta
Full AI agent access
Portfolio + thesis setup
Scenario modeling
Trigger alerts
Direct founder access
What we're building
Pro
coming soon
Brokerage sync
Tax lot optimization
Real-time price alerts
Weekly action plans
2029 projection engine
For power users
Advisor
coming soon
Everything in Pro
Multi-account support
Custom strategy engine
Priority AI agent
Founder-level access
Why Pivot exists
Built on a real portfolio. Proven on real money.
Pivot wasn't designed in a boardroom. It was built by a hybrid investor who spent years developing a systematic methodology — and couldn't find a single tool that understood it.
The problem
Every time the market moved, the answer required switching between five apps — Robinhood for stocks, Coinbase for crypto, TradingView for charts, a spreadsheet for basis tracking, and a notes app for the thesis. None of them talked to each other. None of them remembered anything.
The solution
After a year of systematic investing — weekly BTC blocks, ETH/BTC ratio tracking, trigger-based stock rotations — the methodology was proven. Pivot is that methodology, turned into an AI agent anyone can use for their own portfolio.
The proof
Not a prototype. Not a side project. A real methodology tested on a real portfolio across real market conditions — bull runs, extreme fear, halving cycles, and everything in between.
The mission
Sophisticated wealth management has always been reserved for people with $1M+ to invest. Pivot gives every hybrid investor access to the same quality of strategic thinking — at any portfolio size, at any hour.
Your portfolio deserves a smarter advisor.
The AI wealth agent built for investors who own both stocks and crypto — across every asset class, at any hour. Free during beta.
✓ You're on the list. We'll be in touch soon.
Portfolio
N
NVDA
150 @ $124
$27k
+$9.8k
E
ETH
12.5 @ $2,180
$29k
-$1.8k
₿
BTC
0.42 @ $58k
$31k
+$6.7k
G
GOOGL
45 @ $158
$12.6k
+$5.5k
S
SOL
48 @ $110
$7.1k
+$1.9k
M
MSFT
30 @ $380 · RSUs
$12.3k
+$0.9k
$119,000
Crypto$67k (56%)
Stocks$52k (44%)
Pivot Agent
· knows your full portfolio
Pivot
Hey — I've loaded your demo portfolio. Here's where things stand:
BTC: 0.42 of 1.0 target · 0.58 to go ETH: 12.5 of 25 target · 12.5 ETH to go NVDA: 150 shares · hold to $250 target
ETH is sitting 7% below your $2,180 basis — want me to run a scenario on averaging down vs waiting for your BTC target first?
Enter to send · Shift+Enter new line · Pivot knows your exact basis and targets
Accumulation targets
BTC Active
Weekly 0.05 blocks to 1.0 BTC. 12 blocks remaining.
0.42 / 1.042%
ETH Active
12.5 of 25 target. DCA weekly below $2,400.
12.5 / 2550%
Core holds
NVDA Hold to $250
150 shares at $124 basis. AI infrastructure thesis intact.
GOOGL Hold to $350
45 shares at $158 basis. Cloud + TPU long term hold.
ETH/BTC ratio 0.0313
Target: 0.050 for swap zone. 39% recovered from cycle low.
0.028 low → 0.050 target39%
Trigger rules
ETH drops to $1,900 → buy aggressively, deploy reserve cash
$8k reserve → +4.2 ETH → 16.7 ETH total
NVDA hits $250 → sell 50 shares, rotate to BTC
$12,500 → +0.17 BTC → 0.59 BTC total
BTC drops to $58,000 → double weekly block to 0.10
Accelerate to 1.0 BTC by Q3
SOL breaks below $100 → stop loss, rotate to ETH
Protect capital — ETH higher conviction
Stock exit triggers
NVDA above $250 → sell 30 shares
Keep core 120 shares long term
MSFT RSUs vest → sell immediately, buy ETH
30 shares · don't accumulate employer stock
ETH/BTC ratio 0.050 → graduated swap
25% swap increments · 2028-2029
Live signals
ETH @ $2,344 Near target
$164 below your $2,180 basis. Averaging down now lowers to $2,262.
BTC weekly block Monday
0.05 BTC · ~$3,700 · execute every Monday
Fear & Greed: 12 Extreme Fear
Historically strong accumulation signal. 46 days consecutive.
MSFT RSUs vesting Next month
Your thesis says sell immediately on vest. Deploy to ETH below $2,400.