AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Not given
Freemium
Pricing
Pro plan: $99/month (annual billing) or $149/month (monthly billing). Free plans available with qualifying accounts on TradeStation ($10k minimum balance), Tradier ($5k minimum balance), or tastytrade ($5k minimum balance). All plans include 50 bots, $100k limit per bot, and unlimited backtesting. 3
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
Automated bot execution with entry and exit rules
Trade Ideas ranked by expected value (EV)
Paper trading for risk-free strategy testing
SmartPricing technology for optimized trade pricing
Support for multiple automations per bot
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
Removes emotion from trading through automated strategy execution
Commission-free trading through broker partnerships
Supports international traders across 120+ countries
Not a broker or RIA, only a software service provider with no commission charges
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
Option Alpha
Portfolio Genius