The May Financial Group
The May Financial Group · Asset Intelligence

Markets intelligence, built for everyday investors.

Research any market in plain English, get trade-ready setups and alerts matched to your strategy, and keep an honest scorecard of how you're doing, across stocks, forex, and crypto.

See it in action

Every market, one clear view.

Live charts, SEC-sourced fundamentals, and the setups that fit your strategy, all in one place.

Asset Intelligence dashboard showing a live stock chart with fundamentals and ratios
Research view: a live chart, SEC-sourced financials, and key ratios for any ticker.
The platform

A process, not a wall of data.

Most investing tools give you a data dump or a hot tip. Asset Intelligence gives you a repeatable process: research, act, and review. That is how you get better over time.

Research every ticker in plain English
Trade-ready setups with entry, target, and stop
Alerts matched to your own strategy
A scorecard that tracks your win rate
Connect and trade your own broker
Join the Waitlist →

What you get

One platform to research, act, and review, across the markets you actually trade.

Stocks · Forex · Crypto
Entry / target / stop on every setup
Plain-English research, no jargon wall
Honest, transparent win-rate tracking
A research-to-review loop, not another tip service
ResearchUnderstand any market before you act.
ActTrade-ready setups with clear levels.
ReviewTrack every alert's outcome, honestly.
Your ControlYour strategy, your broker, your call.
What's inside

One platform. The whole research-to-review loop.

From understanding a market to reviewing how a trade played out, Asset Intelligence covers the terrain an everyday investor actually works.

Research & Fundamentals

Plain-English breakdowns
Company & market fundamentals
Momentum, trend & structure
Screen across the whole market

Trade-Ready Setups

Direction, entry, target & stop
Position-sizing to your risk
Setups graded for quality
Stocks, forex & crypto

Alerts & Tracking

Alerts matched to your strategy
Win / loss tracked automatically
Your live win rate & reward-to-risk
No noise, just your setups

Your Brokerage

Connect your own broker
Place trades from your account
Nothing executed on our platform
You stay in full control

How it works

Four steps, one loop, designed to make you a more disciplined investor over time.

1

Set your strategy

Tell Asset Intelligence how you like to trade: your risk, your reward target, and the markets you care about.

2

Get matched setups & alerts

The platform scans the markets around the clock and surfaces the setups that fit your strategy, with clear entry, target, and stop levels.

3

Trade on your own broker

Act on a setup through your own connected brokerage account. Nothing is executed on our platform, so you're always in control.

4

Review your scorecard

Every alert's outcome is tracked automatically, so you can see your real win rate and get better with every trade.

Why it's different

Discipline, not hype.

One loop

Built to make you better, not to sell you tips.

Asset Intelligence isn't a signals room or a stock-picking newsletter. It's a research-to-review loop that brings the same discipline The May Financial Group brings to your taxes and planning, now to the markets.

Every alert is tracked to an honest outcome
Setups are graded, not hyped
You trade your own account, your own way
Transparent about what works and what doesn't
Asset Intelligence provides educational research and tools. It is not investment advice, and The May Financial Group is not a registered investment adviser or broker-dealer.

An honest note about risk

Asset Intelligence is an educational research and analytics platform. It does not provide personalized investment advice, and The May Financial Group is not a registered investment adviser or broker-dealer. Nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk of loss and are not suitable for everyone. Past performance and tracked results do not guarantee future outcomes. You are responsible for your own decisions and for any trades you place through your own brokerage account.

Join the waitlist

Asset Intelligence opens soon. Add your email and we'll let you know the moment it's ready, and lock in early-access pricing.

All submissions are confidential.