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See your holdings ranked against SURVYR. signals.
Preview Example data
NVDA Nvidia22%of account
BRZE Braze, Inc.8%of account
AAPL Apple Inc.18%of account
MSFT Microsoft15%of account
KO Coca-Cola Company (The)12%of account
XOM ExxonMobil7%of accountExample holdings, not a real account. Signals are live. · Important disclosures
Why it isn't live yet
Linking someone's brokerage account takes a licensed connection service (an aggregator such as SnapTrade or Plaid Investments, or a broker's own partner API) plus a security review. Personal API keys from a broker are licensed for the account owner only, so they can't power a public site.
When it launches: you sign in at your broker, grant read-only access, and can disconnect anytime. SURVYR. never sees your password and can't trade. Your holdings are matched against the models, deal spreads and takeover scores you see on this site.
SURVYR. publishes research and model portfolios. It doesn't manage money or give personal investment advice.
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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026