| What it does | AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
| Trading journal for crypto perpetual futures with AI analysis and automated trade sync
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | US
| DE
|
|---|
| 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.
| Free plan: €0 forever with 1 exchange account, full trade history, manual journaling, and basic dashboard. Pro plan: €15.83/month (€190/year with 2 months free) with unlimited exchange accounts, AI coach, strategy playbook, trade replay, and advanced analytics.
|
|---|
| 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
| - Auto-sync trades from Bybit and Hyperliquid with read-only API keys or wallet addresses
- AI Coach with pattern detection for revenge, tilt, and overtrading
- Playbook and setup compliance engine that checks every closed trade against defined rules
- Trade replay with annotations showing entry, exit, and rule violations
- Risk and liquidation proximity calculations with Half-Kelly sizing suggestions
- MFE/MAE excursion analysis and trade clustering by time-of-day or setup
- BTC benchmark comparison to measure performance against holding Bitcoin
- Mobile browser support with tab switching between Overview, Chart, Review, Journal, and Context
- Data export in CSV format on Free plan with no lock-in
|
|---|
| 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
| - Crypto-specific perpetual futures focus versus multi-asset tools that mix stocks, options, and futures
- Setup Compliance Engine automatically checks every closed trade against defined rules and strategy playbook
- No manual trade entry required; full history synced automatically from exchange executions
- Read-only access with AES-256 encryption; no trade permissions or fund withdrawal capability
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 20 ▲ +2 (up) since last check | Not checked yet ● no change since last check |
|---|
| Trust Flow (Majestic) | 6 | 0 |
|---|
| Citation Flow (Majestic) | 32 | 11 |
|---|
| Referring domains (Majestic) | 158 | 1 |
|---|
Portfolio Genius
PerpLog