Your portfolio, argued with.
The RBWM Analyzer reviews one stock or your whole portfolio against the risk you chose, shows the evidence behind every view, and names what would prove it wrong. Use it here, or add it to your AI assistant. The demo shows 20 pre-run names, no account.
Newest: the plugin
Research inside your AI assistant
If you work with an AI assistant that supports the open connector standard, RBWM plugs into it: nine research tools on the same engine as our analyzer. Ask about a stock or a portfolio under review and every figure comes back with its source, every thesis with the case against it, and nothing that reads as a trade instruction. Try it free for five days, no account; firms license it with no cap.
For firms: licensing
License the engine
The software itself, inside your process. Three stages on every name: the evidence is computed and sourced, the thesis is argued against and the counter-case filed, and your reviewer's sign-off is recorded. Configured to your workflow, run by your team or with ours on site or remote. It starts with a paid 60-day evaluation: thirty paired research tasks on one workflow you choose, then a commercial decision.
Per seat: the analyzer
The whole case on a name, on demand
An analyst or advisor with a seat asks about a name and gets the case without waiting in a research queue: the sourced figures, the case for, the case against, and the names the signals flag for a closer look. One seat per analyst or advisor, at a firm or independent. Try the demo on this page first; its 20 pre-run names come back in seconds.
Subscription: the picks
Six names, not six hundred
Six names on the 1st and 14th of every month, across three tiers: conservative, balanced, aggressive. Not hundreds of ideas: six, each with the evidence behind it, the risks against it and what would change the thesis. Published on a fixed schedule, the same for every subscriber; we do not consider your finances, goals or holdings. The latest release is free to read.
Educational research, not personalized investment advice. RB Wealth Management, Inc. is not a registered investment adviser.
Live demo
Pick a name and run it
The demo covers 20 names and seven sample portfolios, all run ahead of time and refreshed nightly, so nothing here is typed in or waited for. Your own names and holdings need a firm licence. Educational research, not personalized investment advice. Past results do not predict future returns.
Why it is different
Not a chatbot answer
Computed before anything is written
A run is 22 steps. Nine of them, including price, fundamentals, technical indicators, news collection, outlet weighting and the valuation grade, are pure computation and come out byte-identical whichever language model sits underneath. Asking a chatbot about a stock skips all nine.
Evidence gathered, not recalled
Five news feeds over 30 days, up to 250 articles, weighted by each of 112 outlets' measured record. Then 66 market signals from 53 further sources: FINRA short volume, SEC Form 144 notices, 13F filings, CBOE put/call and skew, CFTC positioning, market breadth. Every figure keeps its source.
Argued against before it is shown
A second pass writes the case against the call. Confidence is then adjusted for how past calls at that level fared, for the strength of that case, and for whether the signals agree. Too few name-specific signals, and the composite is withheld. No sourced price, no call.
Plugin
The same research, inside your AI assistant
The RBWM evidence plugin works with any AI assistant that supports the open Model Context Protocol (MCP). Ask your assistant about a stock or your portfolio and it calls our tools, so every number comes back with its source and the model-written parts are labeled. Nothing it returns is a trade instruction.
The address to add: https://rbwmanalyzer.com/mcp
Claude (claude.ai or the desktop app)
- Settings, then Connectors, then Add custom connector.
- Name it RBWM, paste the address, click Add, then Connect.
- Pick Try it free on the RBWM window. Needs a paid Claude plan.
ChatGPT (web or desktop app)
- Settings, then Apps & Connectors, then Advanced settings: turn on Developer mode.
- Back in Apps & Connectors choose Create: name RBWM, paste the address, authentication OAuth, Create.
- Pick Try it free on the RBWM window, then enable RBWM in a new chat. Needs a paid ChatGPT plan.
When the RBWM window opens, click Try it free: five days, ten model-backed answers a day, no key and no account. Firms sign in with their key instead, which has no cap.
What the plugin can do (9 tools, none of them places a trade)
- Analyze one stock across its fundamentals, technicals and news
- Review a whole portfolio against the risk level you chose
- Build a starter allocation to argue with
- Hear the case against an idea you already hold
- Check the figures in a document against market data
- Get a dated closing price with its source
- See what a position does across market scenarios
- Request a deeper research job on a name
- Collect that research when it is done
The picks
Six names on the 1st and 14th.
Conservative, balanced and aggressive, each with its evidence, the risks against it and what would change the thesis. The latest release is free to read below. Educational research, not personalized advice.
Renews monthly, cancel anytime.
This is what a release looks like
Our September 24, 2026 release, free to read in full. 6 selections, each with the company profile and our research rationale.
Conservative
V
Visa
$375.07
Balanced
LEU
Centrus Energy
$173.89
Aggressive
TLS
Telos
$4.80
Conservative
SPGI
S&P Global
$443.51
Balanced
AEP
American Electric Power
$124.50
Aggressive
PH
Parker-Hannifin
$962.59
Prices shown are call prices on September 24, 2026. Educational research, not personalized investment advice. Past performance does not guarantee future results.
The October 14, 2026 release is for subscribers
New releases are published on the 1st and 14th of every month.
Conservative
Ticker, call price and research rationale included with a subscription
Balanced
Ticker, call price and research rationale included with a subscription
Aggressive
Ticker, call price and research rationale included with a subscription
Conservative
Ticker, call price and research rationale included with a subscription
Balanced
Ticker, call price and research rationale included with a subscription
Aggressive
Ticker, call price and research rationale included with a subscription
Pricing
- 6 equity selections on the 1st and 14th of every month
- Sorted Conservative, Balanced and Aggressive
- Prior releases during your subscription
Promotional price available through Dec 31, 2026
Cancel monthly plans anytime before your next billing cycle. Full plan details
Methodology
How It Works
Every release follows the same format, built on systematic quantitative analysis.
6 selections per release
Each release has 6 equity selections, published on the 1st and 14th of every month.
Sorted by risk profile
Every selection is labeled Conservative, Balanced or Aggressive.
Full rationale
Each selection includes the company profile and our research rationale, with access to prior releases during your subscription.
The Haystack is Bigger Than Ever,
We Built a Magnet to Find the Needle
The haystack keeps growing, with more information than any investor can reasonably process, and most are still searching through it by hand.
On the 1st and 14th of every month, 6 equity selections with the research behind each one.
Core Philosophy
RB Wealth Management, Inc. was built around a different conviction. The true edge is not having more information, but knowing which information matters, why it matters, and how it fits into a coherent, forward-looking thesis.
Proprietary intelligence framework
Systematic quantitative analysis
Distilled research, market intelligence, and strategic thinking