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AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
AI equity research assistant surfacing insights from filings; strong traffic.
Real-time decision-intelligence app turning live stock and crypto data into actionable buy/sell guidance.
AI investing copilot that scans US/HK stocks and crypto to deliver buy/sell signals with entry prices and a thesis.
AI platform for M&A and private-market research that maps whole markets, sources off-market targets, and automates analysis.
Free trial available
No public pricing
Free trial available
Free trial available
No public pricing
- ✦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
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- ✦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
- ✦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
- ✦Deal sourcing including off-market companies
- ✦Market and competitor mapping
- ✦Agentic workflow automation
- ✦Company materials and market-map preparation
- ✦Data on 28M+ indexed companies
- ✦Claude integration via MCP
- →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
- →Effortless financial research enhanced by generative AI
- →Generating investment ideas
- →Streamlined due diligence
- →Tracking portfolio companies
- →Customized equity research solutions
- →Decide whether to buy or sell a stock
- →Analyze crypto assets in real time
- →Get quick market summaries
- →Support trading and investing decisions
- →Get AI-driven stock and crypto signals
- →Analyze earnings and IPOs
- →Ask an AI about your holdings
- →Find trade ideas with entry/stop levels
- →Building M&A target lists at scale
- →Sizing markets and finding adjacencies
- →Identifying qualified buyers per mandate
- →Automating repeatable deal research