| What it does | AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
| AI trading assistant with live market data, strategy builder and signals
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| US
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| Pricing model | Freemium
| Freemium
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| Pricing | 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.
| Free plan with limited features. Trader plan: $20/month (introductory, standard $30/month) includes 100 AI analyses per month, 30 custom strategies, 5 running strategies at once, cTrader execution. Gold plan: $30/month (introductory, standard $69.99/month) includes 250 AI analyses per month, unlimit
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| Key features | - 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
| - AI analysis with live prices, indicators and news
- No-code strategy builder with backtesting on real market history
- Trading signals via push notifications and Telegram
- Direct broker integration: cTrader and MetaTrader 5
- Economic calendar with AI commentary on high-impact events
- Portfolio analysis and risk tracking
- 20+ technical indicators including RSI, MACD, Bollinger Bands
- Access to 102 assets across crypto, forex, commodities and stocks
- Available on iOS, Android, and web
- Broker screenshot scanning for chart analysis
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| What makes it different | - 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
| - Combines real-time market data with AI reasoning instead of generic chat
- Explains the why behind trades, not just signals without reasoning
- Powered by Claude from Anthropic for strong reasoning capabilities
- No-code strategy building in plain words with instant backtesting
- Never holds user funds or places trades automatically
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 20 ▲ +2 (up) since last check | 2 ▲ +2 (up) since last check |
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| Trust Flow (Majestic) | 6 | 0 |
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| Citation Flow (Majestic) | 32 | 14 |
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| Referring domains (Majestic) | 158 | 7 |
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Portfolio Genius
AiTradely