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AI investing copilot that scans US/HK stocks and crypto to deliver buy/sell signals with entry prices and a thesis.
Real-time decision-intelligence app turning live stock and crypto data into actionable buy/sell guidance.
AI equity research assistant surfacing insights from filings; strong traffic.
Digital wealth platform for accredited investors offering curated private funds, treasuries and structured products with low minimums.
AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
Free trial available
No public pricing
Free trial available
No public pricing
Free trial available
- ✦AI buy/sell signals with entry and stop
- ✦Coverage of US/HK stocks, crypto, ETFs, IPOs
- ✦In-depth AI research reports
- ✦Earnings and IPO analysis
- ✦Portfolio-aware conversational assistant
- ✦Publicly tracked pick performance
- ✦Real-time market data processing
- ✦AI stock and crypto analysis
- ✦Combined fundamental and technical signals
- ✦Options flow and macro integration
- ✦Natural-language market questions
- ✦Mobile app with chat history
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- ✦Curated private-market funds
- ✦Automated Treasuries portfolio
- ✦Structured investment products
- ✦Lower minimums than private banks
- ✦SEC-registered; assets at BNY/Pershing
- ✦AI wealth tools (coming)
- ✦Net worth aggregation across brokerage, retirement, and crypto accounts
- ✦AI-driven portfolio strength scoring and risk alerts
- ✦Personalized investment recommendations tied to goals and tax impact
- ✦Continuous tax optimization suggestions
- ✦Retirement and estate planning scenario modeling
- ✦Hidden fee detection on paid tiers
- ✦10-day free trial on paid plans
- →Get AI-driven stock and crypto signals
- →Analyze earnings and IPOs
- →Ask an AI about your holdings
- →Find trade ideas with entry/stop levels
- →Decide whether to buy or sell a stock
- →Analyze crypto assets in real time
- →Get quick market summaries
- →Support trading and investing decisions
- →Effortless financial research enhanced by generative AI
- →Generating investment ideas
- →Streamlined due diligence
- →Tracking portfolio companies
- →Customized equity research solutions
- →Investing in private equity/credit/VC
- →Earning yield on cash
- →Diversifying with alternatives
- →Consolidating all investment and retirement accounts in one dashboard
- →Getting AI-generated portfolio rebalancing suggestions
- →Modeling retirement or estate planning scenarios
- →Identifying hidden fees across linked accounts