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Free AI stock-analysis app for retail investors wanting simplified signals and institutional-activity insights to guide trades.
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 platform for M&A and private-market research that maps whole markets, sources off-market targets, and automates analysis.
No public pricing
Free trial available
No public pricing
Free trial available
No public pricing
- ✦AI-generated stock signals and trend analysis
- ✦Institutional trading activity insights
- ✦Sentiment and market-movement analysis
- ✦Curated 'top picks' shortlist
- ✦Companion investing and trading newsletters with tracked performance
- ✦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
- ✦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
- →Casual investors screening stocks quickly
- →Traders wanting institutional-flow signals
- →Newsletter subscribers following tracked stock picks
- →Reducing emotional decision-making in trading
- →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
- →Building M&A target lists at scale
- →Sizing markets and finding adjacencies
- →Identifying qualified buyers per mandate
- →Automating repeatable deal research