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Feature-rich online trading journal with 600+ statistics, AI query analytics, and broker auto-sync for active traders.
AI equity research assistant surfacing insights from filings; strong traffic.
All-in-one personal finance app combining account tracking, investing, budgeting, and an AI advisor for spending and planning questions.
Alternative-data investing app that AI-scores portfolios and stocks using Reddit buzz, web traffic and hiring signals.
AI wealth-management app giving SEC-registered fiduciary advice on taxes, allocation, and retirement with no AUM fees.
No public pricing
Free trial available
No public pricing
- ✦Auto-sync trade import from 200+ brokers
- ✦600+ statistics with interactive pivot-grid charting
- ✦Natural language AI query and chat analytics
- ✦Customizable dashboards with 600+ widgets
- ✦Options flow analysis and options simulator/backtester
- ✦Trading calendar and day/trade planning tools
- ✦Real-time stock screener
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- ✦Automatic syncing and categorization of transactions across linked accounts
- ✦AI assistant answering personalized questions grounded in the user's data
- ✦Automated budget creation and subscription cancellation tools
- ✦Investment portfolio tracking with benchmark comparisons
- ✦Financial forecasting and scenario modeling
- ✦Shared finance tracking for couples
- ✦Portfolio scoring from a brokerage screenshot
- ✦Per-stock 0-100 AI scores from alternative data
- ✦AI stock picks with tracked win rate
- ✦Real-time alerts on sentiment and activity
- ✦AltIndex AI chatbot grounded in its data
- ✦Autopilot AI-built portfolios and stock screener
- ✦AI tax optimization and tax-loss harvesting
- ✦Portfolio exposure X-ray across accounts
- ✦Cross-account asset-allocation advice
- ✦Retirement and FIRE planning
- ✦Fiduciary advice with no AUM fees
- ✦Read-only bank-level account aggregation
- →Tracking and analyzing trade performance across asset classes
- →Asking plain-English questions about one's own trading history
- →Practicing strategies risk-free with the trading simulator
- →Planning trades and reviewing setups on a trading calendar
- →Backtesting options strategies before live trading
- →Effortless financial research enhanced by generative AI
- →Generating investment ideas
- →Streamlined due diligence
- →Tracking portfolio companies
- →Customized equity research solutions
- →Tracking spending and net worth across multiple accounts in one place
- →Getting AI-answered questions about personal investments or budget status
- →Modeling how life decisions or market shifts affect future finances
- →Couples jointly managing shared spending and savings goals
- →Scoring and stress-testing a stock portfolio
- →Finding early signals before the crowd
- →Getting AI-driven buy/sell ideas
- →Monitoring Reddit, insider and traffic trends
- →Optimizing taxes across investment accounts
- →Checking portfolio diversification and exposure
- →Planning for retirement
- →Self-managing wealth without an advisor