US stock screener and research workspace for self-directed investors
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
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.
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
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
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
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
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
Financial Tech Wiz Trading Journal
US Stock Sense