AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
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Stage
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Founded
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Based in
US
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Pricing model
Freemium
Free
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.
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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
Scan or search cards by photo or collector number
Real-time price comparison across TCGplayer USD and Cardmarket EUR
PSA 10 Gem Mint grading valuation matrix
Interactive border centering calibration loupe
Net profit calculator for grading submissions
Character and expansion set price ledgers
Support for multiple card types
Graded slab multiplier comparisons
Population data and gem rate percentages
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
Deterministic three-stage workflow avoiding AI hallucination in card pricing
Precise collector fraction extraction for exact card editions
Live market benchmarks from TCGdex, TCGplayer, and Cardmarket
Portfolio Genius