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Project Honeybee – Early Access
Sign up to receive early access to an AI-powered portfolio monitoring tool designed for conservative, self-directed investors. Monitoring-only. No automated trading.
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Full Name
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Email Address
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How often do you review your investment portfolio?
Daily
Weekly
Monthly
Quarterly
Rarely
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What best describes you?
Self-directed investor
Retiree or near-retiree
Long-term conservative investor
Financial professional
Other
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What would be most valuable to you? (Select all that apply)
Higher-yield alerts
Tax-loss harvesting alerts
Underperformance detection
Risk monitoring
Fee monitoring
Optional: What’s your biggest frustration with managing your investments?
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