NEW RELEASE

Meet Arlo

Arlo is an AI assistant that delivers investment recommendations and analysis from dub Advisors within the dub app.

9:41
Arlo
what can you do, arlo?
I'm dub's AI assistant for investing information.
Ask in plain words about any portfolio, creator or stock on dub. I answer from dub's data and current news, and show how I got there.
Arlo
Remembers why. Explains how.
Remembers why. Explains how.
Now in dub

A new way to explore dub.

Your investing questions don’t always arrive in financial terms. Sometimes they start with a headline, a company, or a hunch. Now you can bring them to Arlo, the new AI assistant in dub. It brings investment recommendations and analysis from dub Advisors right into the app.

01 · Find what fits you

Tell Arlo what you’re investing for. dub Advisors will surface portfolios screened against your risk profile, and Arlo shows you how each one was picked.

ok. how much should someone like me own?
Depends on you.
Three quick questions and I'll match you to portfolios that fit, not just the loudest ones.
3 portfolios for your AI ask
Top pick
CC
Compute & Cooling
Dana Okafor
+21.4%
1Y
Moderate risk· 612 copiers · 7.2 mo avg hold
Closest fit to your AI ask without the single-stock swings. 14 holdings, none over 12%, and a 20% drop here has historically recovered in under five months — in line with the "hold on" you tapped.
AI
Applied AI Leaders
Tomás Reyes
+34.9%
1Y
High risk· 1,480 copiers · 3.4 mo avg hold
BG
Balanced Growth Core
Helen Park
+12.6%
1Y
Low risk· 2,031 copiers · 11.0 mo avg hold

02 · Break down any portfolio

Arlo knows the full performance history of every portfolio on dub, plus the metrics our quants track on top, like alpha score and max drawdown. Ask about any portfolio and get a clear read on what you’d be investing in.

anthropic's going public. what's actually in the top AI fund on dub?
AI Infrastructure Fund, by Priya Natarajan.
Five sectors, led by semis and data centers. Moderate risk, and the alpha has held through two drawdowns.
AI Infrastructure Fund
Priya Natarajan · 1,204 copiers
Semiconductors34.0%
Data centers26.0%
Power & grid18.0%
Software14.0%
Memory8.0%
Risk
Moderate
Volatility
Medium
Sensitivity
Low
Biggest loss
-11.40%
Activity
High
Alpha score

03 · Size up the Creator

Every portfolio on dub has a real investor behind it. Arlo looks at their track record and how their portfolios held up through rough markets, so you know who you’re investing alongside.

and is priya actually good, or just riding the AI wave?
High conviction, and not because of the wave.
Twelve years running a long/short tech book, three on dub. Her drawdowns were shallow and recovered fast.
Priya Natarajan
Ex-Citadel PM · @pnatarajan
+187%
All-time
dub's conviction
High conviction
Twelve years running a long/short tech book shows in the drawdowns: shallow, and recovered fast. One flag: turnover is high.
5 of 5Performance
12 yrsTrack record
82 /100Alpha Score

04 · Research the market

Ask about the market or any stocks, Arlo will do the research for you .

her top holding is nvidia. break it down first
Good instinct. Here's the full read.
How it's behaved and what's driving it. The past, not a prediction.
NVDATechnology
NVIDIA CORP
Arlo analyzed NVDA for you — not just a quote, a full read of how it's behaved and what's driving it, in plain English. A description of the past, not a prediction.
-20.0%
biggest loss
+3.4%
total, start to now
+8.7%
best single day
-6.2%
worst single day
01Every dip, and how deep
How far below its own peak it sat at any moment. Back to the line means a full recovery.
at its high-20.0% at the worst
It took a deep fall, found a floor, and has clawed back to within 10.9% of its high. We look for stocks recovering from a dip — not still falling into one.
source · drawdown history
The drop, in focus
It fell 19.9% over 21 wks, bottomed in Mar 2026, and clawed it all back by Apr 2026 — 3 wks to recover.
21 wks
top to bottom
-19.9%
the low
3 wks
to recover
A drop this size needs an even bigger gain just to get back to even — knowing it can happen is the point.
02What's been moving it
46%
the company itself
54%
market
Most of its move has come from the broad market rather than anything specific to the company.
source · return attribution
03How risky it's been
Wild
1.90
beta
3.1×
volatility
calmwild
On the choppier side — our model estimates bigger day-to-day swings than a typical stock. A rough read from its volatility, not an exact ranking.
source · risk model (estimate)

05 · Turn a thesis into a portfolio

Tell Arlo your goals, your interests, and what you believe. It builds a custom portfolio around them and explains every decision. If you like it, you can invest with one tap.

I'd rather own the power behind AI. build me that
Here's a draft.
Six names that generate, move and cool the power AI needs.
Draft portfolio$WATTS
The Grid Is the Moat
6 holdings · equal weight
VST
Vistra
Nuclear it can sell to data centers.
16.7%
CEG
Constellation
Biggest US nuclear fleet.
16.7%
GEV
GE Vernova
Gas turbines, sold out for years.
16.7%
ETN
Eaton
Switchgear and transformers.
16.7%
Create portfolio

Information. Not instructions.

Arlo helps you discover portfolios and materialize your investment ideas. It doesn’t place orders or predict what happens next.

Our team is hard at work expanding Arlo's capabilities, and we are very excited for how Arlo will evolve in the near future!

Start Investing with Arlo

Available to every dub user at no additional cost

For illustrative purposes only. All conversations, creators, portfolios, scores and performance shown are hypothetical and do not reflect any actual client, portfolio or result. Arlo is an AI tool developed by DASTA, Inc.; its responses are generated by AI and may be inaccurate or incomplete. Recommendations and analysis delivered through Arlo are provided by dub Advisors, LLC, an SEC-registered investment adviser, to its clients. Nothing shown is a recommendation to buy or sell any security. Investing involves risk, including loss of principal; past performance does not guarantee future results. Portfolios recommended through Arlo may carry fees, a portion of which may be paid to the portfolio’s creator. Brokerage services provided by dub Financial, LLC, member FINRA/SIPC. This content may include AI-generated visuals or voice.

© 2026 DASTA Inc. All Rights Reserved.

© 2026 DASTA Incorporated (“dub”). All Rights Reserved.

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered on dub. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change. The dub app is owned and operated by DASTA Inc. Advisory services provided by dub Advisors, LLC, an SEC-registered investment adviser. Brokerage services provided by DASTA Financial, LLC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis. Clearing services are provided by APEX Clearing Corporation (”APEX”). Both DASTA Financial and APEX are SEC-registered broker-dealers and members of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”). The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. © 2026 DASTA Inc. All Rights Reserved.

1 Source: https://io-fund.com/broad-market/financial-analysis/retail-investors-market-losses

‍2 The clips featured are excerpts from a live, unscripted podcast featuring our CEO. This content was produced during an interactive session without a pre-written script, and the opinions, comments, and insights expressed are those of the speaker at that moment. They do not necessarily reflect the official views or policies of dub. This material is provided for informational purposes only and should not be construed as investment advice or an official endorsement by dub. Viewers are encouraged to conduct their own research before making any decisions based on this content.

© 2026 DASTA Incorporated (“dub”). All Rights Reserved.

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered on dub. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change. The dub app is owned and operated by DASTA Inc. Advisory services provided by dub Advisors, LLC, an SEC-registered investment adviser. Brokerage services provided by DASTA Financial, LLC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis. Clearing services are provided by APEX Clearing Corporation (”APEX”). Both DASTA Financial and APEX are SEC-registered broker-dealers and members of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”). The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. © 2026 DASTA Inc. All Rights Reserved.

1 Source: https://io-fund.com/broad-market/financial-analysis/retail-investors-market-losses

‍2 The clips featured are excerpts from a live, unscripted podcast featuring our CEO. This content was produced during an interactive session without a pre-written script, and the opinions, comments, and insights expressed are those of the speaker at that moment. They do not necessarily reflect the official views or policies of dub. This material is provided for informational purposes only and should not be construed as investment advice or an official endorsement by dub. Viewers are encouraged to conduct their own research before making any decisions based on this content.

© 2026 DASTA Incorporated (“dub”). All Rights Reserved.

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered on dub. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change. The dub app is owned and operated by DASTA Inc. Advisory services provided by dub Advisors, LLC, an SEC-registered investment adviser. Brokerage services provided by DASTA Financial, LLC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis. Clearing services are provided by APEX Clearing Corporation (”APEX”). Both DASTA Financial and APEX are SEC-registered broker-dealers and members of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”). The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. © 2026 DASTA Inc. All Rights Reserved.

1 Source: https://io-fund.com/broad-market/financial-analysis/retail-investors-market-losses

‍2 The clips featured are excerpts from a live, unscripted podcast featuring our CEO. This content was produced during an interactive session without a pre-written script, and the opinions, comments, and insights expressed are those of the speaker at that moment. They do not necessarily reflect the official views or policies of dub. This material is provided for informational purposes only and should not be construed as investment advice or an official endorsement by dub. Viewers are encouraged to conduct their own research before making any decisions based on this content.