From watchlist to decision support

Neliva earns trust in the right order: start with a few stocks, get useful insight first, then decide whether to sync your real holdings.

1

Add 3 stocks to track

Start by adding 3 stocks you care about. No broker connection is required for the first experience, so you can see value before giving any account permissions.

2

Get context on what changed

Neliva uses your tracked symbols as context for prompts, summaries, and alerts. Instead of starting from a blank box every time, you start from the stocks you actually care about.

3

Go deeper when you need conviction

Ask about valuation, earnings, peer comparisons, or risks. Neliva pulls real-time prices, fundamentals, news, and filings into a structured explanation instead of a generic finance answer.

4

Sync real holdings when you are ready

Once Neliva proves useful, connect your broker in read-only mode through SnapTrade. Neliva can then sync holdings and cost basis automatically, but it still cannot place trades or move funds.

5

Stay informed without constant checking

Neliva continuously tracks your watchlist or synced holdings and surfaces the moves, filings, and events most likely to matter to your decisions.

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