Cup
Working buildThe personal investment desk for the busy individual
Cup is the personal investment desk for the busy individual — the family’s own platform, turned outward. Your holdings, records and market context in one wallet of records: read each morning in a brief, guarded at earnings, scanned on a radar, and never told what to buy. It shows what you hold, what it did and what is coming this week, with the clarity of a professional desk and none of the selling. Your money, finally legible.
- Product line
- Cup
- Sectors
- Consumer, Personal wealth, Portfolio analytics
- Independent timestamping
- Not implemented — not claimed
- Open to check
- By demonstration
What it is for
A person’s financial life is scattered across brokers, banks, super and spreadsheets — and most tools that offer to gather it really want to sell a trade. Reading your own position clearly — what you hold, what it did, what is coming this week — should not require a licensed adviser or a product pushing orders. It requires one honest page, every morning.
- Individual investors and self-managed households
- Professionals tracking a portfolio across brokers and banks
- Families keeping shared money records in one place
- Anyone who wants the reading without the selling
What you get
Your whole position, one page
Holdings, records and the arithmetic between them, in a single wallet of records — whatever mix of brokers, banks and funds they live across.
A morning brief worth two minutes
What moved overnight, what it did to your position, and what is scheduled today — read before the market opens, not reconstructed after it closes.
An earnings guard on your calendar
The dates that matter to what you actually hold — earnings, distributions, announcements — flagged before they arrive rather than discovered after.
A market radar without the noise
The market context for your watchlist and holdings, presented as record and arithmetic rather than commentary.
Information, never advice — by design
Cup shows what is, and stops. No recommendations, no signals, no “you should”. That boundary is engineered in, not disclaimed in — it is what lets a subscription tool stay a tool.
What a demonstration shows
- Morning Brief — the day ahead against your own position
- Earnings Guard — the calendar of events that touch your holdings
- Market Radar — market context for what you hold and watch
- The wallet of records — holdings and history in one exportable place
- Monthly subscription with the first month free (at public launch)
Built on
- Cross-platform web application
- Private per-household records — yours, exportable
- Local-only: served on the loopback interface, never exposed to a network
- The family’s record-first discipline: facts and arithmetic, no model-generated numbers
This names what the platform is built on, not how it is built. The how is shown in a technical deep-dive, under a mutual NDA.
Where this actually is
The full product runs end to end today on a seeded demonstration dataset. Production connectors and live tenancies are next.
Cup is a working build.
Cup is a factual-information tool. It shows holdings, records and arithmetic; it does not provide financial product advice, and nothing in it is a recommendation to buy, sell or hold anything.
Why this travels across the two markets
Cup is the family’s consumer face: the same record-first discipline, sized for one person. It travels anywhere a person holds assets — one wallet of records, one monthly subscription, any market.