AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Track disclosed congressional stock trades with curated research, Insider Scores and alerts
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Paid
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.
Monthly: $35/month; Yearly: $300/year (save $120); 3-Year: $600 every 3 years (save $660). 7-day trial for $1.
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
Congressional stock disclosure tracking
Insider Scores for trades
Searchable trade explorer
Real-time P&L tracking against S&P 500
Email alerts for new signals
Politician and company profiles
Copy-trade calculator
Mobile app for iOS and Android
Congress Trading API for developers
Committee and bill context
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
Curates only the meaningful trades that line up with committee work, bills or government contracts
Tracks every signal's actual returns against the S&P 500 with live prices and no hidden data
Monitors government filings around the clock for new disclosures
Explains the story behind each trade with plain-English context and verdicts
Portfolio Genius
Kapitol.ai