AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Stage
Startup
Not given
Founded
2026
Not given
Based in
AU
US
Pricing model
Freemium
Freemium
Pricing
Free: US$0 a month. Premium: US$9.99 a month or US$99 per year.
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
Score each stock and ETF from 0 to 100 with plain English explanation
Fresh daily rankings of strongest stocks
Portfolio tracking with email alerts
Crypto scores out of 100
Commodities and currency pair tracking
SEC Form 4 insider buying data
Stock comparison tool
Performance comparison to S&P 500 and Bitcoin
Market mood indicator across sectors
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
Plain English explanations instead of charts and jargon
Covers 3,900 stocks and ETFs plus crypto, commodities and currencies in one app
Fresh scores about once a day
Free tier with no card required
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
Market Census
Portfolio Genius