01 / Connected investing
Leopold
Personal investing.
With the reasoning in view.
Leopold is a personal investing workspace built around Robinhood’s MCP. It brings portfolio context, research and an investment journal together, so the investor can see what changed, understand the reasoning and follow up on what needs attention.
leopoldKeep the reasoning
in view.
The starting point
A brokerage connection.
An experience built around it.
Robinhood’s MCP provides the connection to the account. Leopold builds the personal experience around that capability: a portfolio view, research tools, a record of decisions and controls for how the agent operates.
The work is in making that activity understandable. What does the account hold? Why did a decision happen? How current is the information? What deserves a closer look?
Home
The account, with context.
Portfolio value, holdings, allocation and available cash share a view with exit protection and upcoming sessions. Recorded observations and market estimates are labeled, while overdue updates and stale research remain visible.
Journal
What changed, and why.
A daily journal connects decisions to their reasoning and source notes. Session history sits alongside research, outside perspectives, a track record and follow-through, giving the investor a place to revisit an idea and see what still needs attention.
Beyond the dashboard
Make the work visible.
Keep the controls close.
Review the operating rules.
Controls bring capital limits, borrowing, options permissions and exit protection into a dedicated view.
Follow the research.
Move from the journal into research and follow-through to revisit ideas, inspect supporting notes and keep open questions in view.
Ask for another look.
Review the session schedule or request another review with a question and a chosen level of reasoning. Scheduled work and completed session records are shown separately.
From capability to experience
A connection becomes a companion.
Leopold turns a new software capability into a focused personal tool. Its warm, restrained interface and animated Leo character give research and account activity a familiar home, while clear sources, history and controls keep the reasoning accessible.