Set up Cirvia

1About you How you invest, so Cirvia can speak your language.
2Connect your brokerage Link your brokerage through SnapTrade's secure portal.
3Sync your holdings Cirvia pulls your positions, read-only.
4Risk comfort See your real portfolio at three risk levels and pick one.
5Choose holdings Pick which positions get news on Free.
6Digest preferences Pick when your morning brief arrives.
7Delivery Get it by text, email, or Discord.
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How long have you been investing?

Three quick questions so your digest, news, and risk analysis fit how you actually invest.

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