AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Free trading simulator for practicing stock, forex, and crypto trading with historical chart replay
Stage
Not given
Startup
Founded
Not given
2025
Based in
US
Not given
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.
Free to use
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
Daily and intraday historical replay for stocks, forex, and crypto
500+ tradable assets
Blind historical replay with hidden future candles
Professional technical indicators including Moving Averages, Bollinger Bands, RSI, MACD, and Volume
Browser-based with no downloads required
Available in 38+ languages
Powered by TradingView charting technology
Trade analysis and performance review
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
Free with no signup, download, or credit card required
Historical blind replay focuses on price-action reading without real-time execution
Designed for traders of all skill levels from beginners to experienced
Portfolio Genius
ChartMini