A macOS app for Interactive Brokers that holds your stop, grades every trade on process, and locks the day at your loss limit
US stock screener and research workspace for self-directed investors
Stage
Not given
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Founded
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Based in
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Pricing model
Paid
Freemium
Pricing
$19 per month or $228 per year
Free plan includes one complete introductory AI Mode run with six one-time credits. Premium includes two hundred credits per calendar month. Final subscription prices and billing terms are shown before payment.
Key features
Hold stop loss that resets if widened beyond your rule
Grade every trade on rule adherence, not profit
Lock trading when daily loss limit is hit
Exit hotkeys for taking profit while maintaining stop
Daily report card tracking rule-keeping
Sizing ladder that adjusts based on consistent rule-keeping
Morning gate to delay trading start
Options expiration handling
Practice mode on paper trading accounts
Integration with Trader Workstation or IB Gateway
Stock screening with customizable filters
Inspect financial statements and company filings
Valuation analysis with explicit assumptions
AI-assisted analysis and research support
Portfolio tools and saved workspaces
Dated price history and market data
Ownership records and fund holdings
Alerts and export functionality
Thesis workspace for documenting investment cases
Stock Sense MCP connector integration
What makes it different
Only holds long single options on SPX, SPY, QQQ or AAPL—prevents overtrading and complexity
Stop held at real broker and checked every three seconds with automatic reset
Grades trades on rule-keeping, not profit—separates process from luck
Automatic account lockdown at daily loss limit prevents catastrophic losses
No signals or entry suggestions—user retains full trading discretion
Combines dated public filings with current market prices and transparent calculations in one workspace
Emphasizes maintaining transparency about data freshness and source attribution
Designed specifically to help test investment theses with evidence-based research
Supports challenging investment assumptions with AI assistance checked against underlying sources
Public company research is open and accessible without requiring an account