| What it does | AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
| Interactive Brokers options desk for day traders and scalpers
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| CA
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| Pricing model | Freemium
| Free trial
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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.
| 7-day free trial, then $40 per month billed monthly or $400 per year billed once a year. Monthly plan saves $80 versus yearly; yearly plan is equivalent to 10 months.
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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
| - Multi-symbol options chains with ITM, ATM, and OTM strikes in one table
- One-click market, mid, and close orders
- Automated take profit and stop loss while connected
- Live unrealized P&L updates
- Customizable layout with column resizing and hiding
- Futures options support (ES, MES, NQ, MNQ, RTY, CL, GC)
- Four themes including Terminal quiet desk mode
- Windows, macOS, and Linux support
- Direct connection to TWS or IB Gateway with credentials staying local
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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
| - Reduces TWS clicks from seven steps to three moves for options execution
- Paper trading and live trading use the same desk with no extra setup
- No order batching or extra confirmation steps inside the app
- Preset position sizes per symbol with one-click bulk adjustments
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 20 ▲ +2 (up) since last check | 4 ● no change since last check |
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| Trust Flow (Majestic) | 6 | 3 |
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| Citation Flow (Majestic) | 32 | 25 |
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| Referring domains (Majestic) | 158 | 49 |
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Portfolio Genius
NeonChainX