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All-in-one personal finance app combining account tracking, investing, budgeting, and an AI advisor for spending and planning questions.
AI platform for M&A and private-market research that maps whole markets, sources off-market targets, and automates analysis.
Real-time decision-intelligence app turning live stock and crypto data into actionable buy/sell guidance.
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
- ✦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
- ✦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
- ✦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-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
- →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
- →Building M&A target lists at scale
- →Sizing markets and finding adjacencies
- →Identifying qualified buyers per mandate
- →Automating repeatable deal research
- →Decide whether to buy or sell a stock
- →Analyze crypto assets in real time
- →Get quick market summaries
- →Support trading and investing decisions
- →Casual investors screening stocks quickly
- →Traders wanting institutional-flow signals
- →Newsletter subscribers following tracked stock picks
- →Reducing emotional decision-making in trading