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Tomcrest
Schwab portfolio copilot — one clear action per position
Tomcrest connects to your Charles Schwab account and turns live holdings, market data, and fundamentals into actionable insights — from morning briefs and dividend projections to per-symbol research and strategy guidance.
I built Tomcrest because I invest through Schwab—stocks, options, and dividends—and got tired of bouncing between my brokerage, research tabs, and ChatGPT that never knew my actual positions, size, or expirations. The problem wasn’t missing data; it was decision fatigue: too much noise and no clear next step on whether to hold, trim, roll, or close. Tomcrest connects read-only to Schwab, layers in market and fundamental context, and gives one disciplined recommendation per position, with chat that already understands your portfolio. It started as “AI that reads my portfolio,” but long generic summaries weren’t useful, so I tightened the product around size → P/L → thesis → one action, added a portfolio cash map and options-focused position review, and split fast daily briefs from deeper on-demand analysis to keep things usable on real infrastructure. This launch is intentionally a small Schwab-only beta—I’d rather get honest feedback from a few investors than scale before the workflow is right.
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About Tomcrest on Product Hunt
“Schwab portfolio copilot — one clear action per position”
Tomcrest was submitted on Product Hunt and earned 0 upvotes and 1 comments, placing #99 on the daily leaderboard. Tomcrest connects to your Charles Schwab account and turns live holdings, market data, and fundamentals into actionable insights — from morning briefs and dividend projections to per-symbol research and strategy guidance.
Tomcrest was featured in User Experience (366k followers), Fintech (47.1k followers) and Artificial Intelligence (471k followers) on Product Hunt. Together, these topics include over 148k products, making this a competitive space to launch in.
Who hunted Tomcrest?
Tomcrest was hunted by Tung Dinh. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
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Tung Dinh