AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Stage
Not given
Not given
Founded
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Based in
Not given
US
Pricing model
Freemium
Freemium
Pricing
Free: €0 with basic learning, company scores, and one watchlist. Research: €9.99 EUR/month for company research, discovery, and five-score breakdowns. Premium: €14.99 EUR/month for broker connections, portfolio tracking, and automated trading.
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
Plain-English lessons and quizzes on investing fundamentals
Five core scores simplifying 88+ metrics for company analysis
Investment discovery with ready-made portfolios and themes
Portfolio tracking and performance monitoring
Broker account integration and connections
Automated portfolio rebalancing with customizable rules
Smart alerts for price changes and company news
Scenario planning and forward-looking forecasts
Market insights tracking news and investor activity
50+ automated trading strategies
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
Simplifies complex financial information for beginners without requiring prior knowledge
Combines learning, research, portfolio tracking, and automation in a single integrated platform
Works alongside existing brokers rather than replacing them
Provides clear, repeatable process for understanding investments before deciding
Reduces research time by centralizing multiple sources of investment information
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
Mesodian
Portfolio Genius