Lattice is an AI portfolio optimizer for self-directed investors. Unlike robo-advisors with 3 generic risk modes, Lattice understands your exact constraints in plain English ("no fossil fuels, keep NVDA at 25%") and builds a mathematically verified allocation — not a suggestion. Connect your brokerage, chat about your holdings, and let Lattice optimize for better risk-adjusted returns.

AppSignal — Get full visibility into app health, errors, and performance

Get full visibility into app health, errors, and performance

We built Lattice because we were the frustrated users first — both investors for 10+ years, juggling 10 tabs between SEC filings, earnings reports, and our brokerage just to understand why our portfolio moved. We started simple: an AI agent that cuts through the noise. What we didn't expect was how much users would shape the product. 93 of our first 100 signups came from mobile, so we shipped iOS and Android fast. Users kept copy-pasting their holdings asking for analysis, so we built brokerage linking — 25% of new signups connected their portfolio within the first week. Then they asked us to fix what they owned. That's what led us to the portfolio optimizer. Every feature shipped because users pulled us there.

AppSignal — Get full visibility into app health, errors, and performance

Get full visibility into app health, errors, and performance

Lattice Finance

AI Portfolio Optimizer for Retail Investors

AI Portfolio Optimizer for Retail Investors