AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Alternative data and AI for smarter stock investing
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Freemium
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.
Platform: Starter $29/month or $199/year (save $149); Pro $99/month or $499/year (save $689). API: Hobbyist $19/month or $120/year (save $108); Developer $79/month or $480/year (save $468); Research $199/month or $1,200/year (save $1,188); Enterprise custom pricing.
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
Portfolio AI scoring from 0-100 for each holding
Real-time stock alerts on alternative data signals
AI-powered stock picks updated daily
AI chat analyst for portfolio questions
Autopilot rules-based portfolio copying
Stock screener with filters and export
Mobile app with push notifications and sync
API and MCP server for AI tools integration
Portfolio leaderboard ranking system
Market news and research insights
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
Analyzes alternative data that hedge funds pay millions for
61% win rate across AI stock picks
Portfolio import from any brokerage with just a screenshot
AI answers grounded in real data, never made-up numbers
Portfolio Genius
AltIndex