circlo is an investment cognition OS for retail investors. You don't need more data — you need a system for your thinking. circlo turns scattered positions, judgments, and insights into a structured cognitive system organized by investment themes (your circle of competence).
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Maker
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👋 maker here. Quick story:
I've been a retail investor for years. My problem was never finding
information — it was that my thinking was scattered across Notes,
spreadsheets, and Twitter bookmarks. I had no way to see whether my
cognition was actually getting deeper over time, or just louder.
circlo is my attempt to fix that. It's a structured system for the
thinking side of investing:
1️⃣ Themes = your circle of competence, scored 0–100
2️⃣ Holdings = positions, with full P&L lifecycle
3️⃣ Journal = your evolving thesis, with timestamps
4️⃣ co = an AI that argues with your logic, not your portfolio
What co does NOT do: tell you to buy/sell, give price targets, or
shill tickers. It challenges your assumptions and surfaces blind spots.
That's the whole point.
🧪 Try the demo first (no signup):
→ https://circlo.app/mycirclo?demo=1
Sample data: 3 themes · 7 holdings · real journal entries
🆓 Free plan: 5 themes, 100 co messages/mo.
⚡ Pro ($5/mo or $48/yr): unlimited themes, 2,000 co messages,
MCP server for Claude/openclaw.
Happy to answer anything — feature requests, investment philosophy
disagreements, or how the cognition scoring works. AMA in the comments 🚀