| What it does | The trading journal that scans the market for you
| AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Freemium
| Freemium
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| Pricing | 7-day free trial. Monthly plan: $19/month. Annual plan: $119/year (approximately $9.92/month, 48% less than monthly). Both plans include the journal, Daily Pivot Breakout Scanner, AI Trading Coach, and premium Discord community access.
| 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.
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| Key features | - Import trades from 25+ supported brokers with no manual entry
- Automated portfolio performance calculation from trade data
- Daily Pivot Breakout Scanner updated after market close
- Breakout history back to 2000 with charts and analysis
- Trade charts with entry, exit, and stop level markers
- Benchmark comparison including S&P 500, Nasdaq 100, Russell 2000 and gold
- AI Trading Coach for trade analysis and questions
- AI dashboard builder for custom trade performance views
- MCP server integration for connecting custom AI tools
- Performance analysis across different market environments
| - 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
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| What makes it different | - Scans all US stocks and ETFs daily for breakouts with historical data back to 2000
- Automatically builds portfolio performance from imported trades with no manual daily entry
- AI Trading Coach that understands your trade history and breakout patterns
- Public MCP and API support for connecting custom AI agents
- Combine multiple broker accounts, strategies and backtests in one comparison view
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 34 ▲ +1 (up) since last check | 20 ▲ +2 (up) since last check |
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| Trust Flow (Majestic) | 15 | 6 |
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| Citation Flow (Majestic) | 19 | 32 |
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| Referring domains (Majestic) | 12 | 158 |
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Financial Tech Wiz Trading Journal
Portfolio Genius