Live share prices and fair-value estimates for pre-IPO companies
AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Stage
Not given
Not given
Founded
Not given
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Based in
US
US
Pricing model
Not given
Freemium
Pricing
Not given
Lite: $12.50/month (billed annually at $150/year) or $15/month; Premium: $25/month (billed annually at $300/year) or $30/month. Both include 7-day free trial.
Key features
Live secondary-market share prices
Fair-value estimates
Funding rounds data
Price history and trends
IPO status and signals
Revenue and headcount signals
Company news and market movers
Market cap calculations
Plaid auto-sync with 2,400+ financial institutions on Premium
CSV and screenshot import on all plans
Real-time stock analytics and live market data
Portfolio diversification tool with allocation visualization
Automated trade tracking and logging
AI portfolio analysis based on risk profile and market conditions
Support for multiple portfolios
Trade suggestions with confidence levels and rationale
Global markets support including crypto, stocks, ETFs, and mutual funds
What makes it different
Tracks top private companies with live pricing from secondary markets
Combines secondary market data with primary funding rounds for fair-value estimates
Does not broker trades or sell shares
Code computes every price and date; AI only writes descriptions that pass validation checks
Charts updated for completed daily sessions only, not in-progress trading
Bank-grade AES-256 encryption with no credentials stored
Separate AI analysis for each time range on desktop; mobile shows essential levels only
Webhook-driven real-time sync with Plaid, read-only access to holdings
Portfolio Genius