Portfolio analytics for self-directed US investors
Stage
Established
Not given
Founded
2021
Not given
Based in
US
Not given
Pricing model
Freemium
Free
Pricing
Level 1 membership: $25 per month with annual plan. Level 2 membership available with analyst-curated alerts and additional features; remaining Level 1 subscription can offset part or all of first month of Level 2.
Currently free for all users. Pro plan planned with no price yet set; Free plan will include portfolio tracking up to 10 holdings, watchlist with delayed quotes, screener, correlation and sector rotation, daily portfolio briefing, and 2-3 active price alerts.
Key features
Monitors 24 catalyst event types across 6,300 stocks
5-year historical backtests with price reaction patterns
Real-time SEC filing and news monitoring with AI classification
Customizable alerts and watchlists for portfolio monitoring
Entry and exit point recommendations based on historical patterns
Analyst-curated trade ideas for Level 2 members
SMS alerts for premium events
Money-weighted return (XIRR) calculation on dated cash flows
Portfolio tracking with FIFO/LIFO/average cost basis
SEC Form 4 insider filing tracker with cluster detection
Multi-factor stock screener
Price and technical alerts via Telegram
Value-at-Risk (95%), portfolio beta and max drawdown analytics
Dividend tracker and income forecast
Tax-loss harvesting identification
Backtest trading rules on historical data
What makes it different
~80% win rate on closed trades since 2022
Hallucination-free AI with cited source verification
Designed for options and event-driven traders
Money-weighted return comparison on the same cash flows and dates as your benchmark for fair performance measurement
Never asks for brokerage login; import via CSV or enter trades manually
Published, transparent methodology rather than a black box
Insider trading insights directly from SEC EDGAR filings linked on every row
All calculations run in browser with no data transmission to servers
LevelFields™
Tradune