AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Route TradingView alerts to MetaTrader 5 accounts with per-account risk and control
Stage
Not given
MVP
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.
Not given
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-account signal fan-out from single webhook
Per-account risk percentage control
Trading windows and session schedules
Dashboard manual trade execution
Expert Advisor (EA) for MT5
Built-in AI support assistant
High-priority signal delivery and execution
Account performance analytics and monitoring
Up to 4 MT5 accounts (Essential) or 8 (Pro)
24/5 continuous signal polling
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
Works with any broker's MT5 account without broker-side integration
Per-account risk control means each account trades with its own rules
No coding required for setup and integration
Supports prop-firm, funded, and live accounts simultaneously
Portfolio Genius
NexumTrader