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Provides earnings reports and financial news with heavy traffic; real finance resource.
All-in-one personal finance app combining account tracking, investing, budgeting, and an AI advisor for spending and planning questions.
Feature-rich online trading journal with 600+ statistics, AI query analytics, and broker auto-sync for active traders.
Digital wealth platform for accredited investors offering curated private funds, treasuries and structured products with low minimums.
Free AI stock-analysis app for retail investors wanting simplified signals and institutional-activity insights to guide trades.
No public pricing
No public pricing
Free trial available
No public pricing
No public pricing
- ✦Earnings reports summary
- ✦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
- ✦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
- ✦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)
- ✦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
- →Stay informed about the financial performance of publicly traded companies.
- →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
- →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
- →Investing in private equity/credit/VC
- →Earning yield on cash
- →Diversifying with alternatives
- →Casual investors screening stocks quickly
- →Traders wanting institutional-flow signals
- →Newsletter subscribers following tracked stock picks
- →Reducing emotional decision-making in trading