AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Trade copier for prop firms and funded traders across Tradovate, NinjaTrader 8, and forex platforms
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.
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
Sub-500ms trade execution
Cloud-based Tradovate web copier for prop firms
NinjaTrader 8 add-on for any NT8-connected broker
Bracket order support with take-profit and stop-loss
Real-time trade monitoring with detailed logs
Multiple position sizing methods
Daily loss limits and automatic stop features
Trade journal with performance analytics
TradingView webhook integration
Mobile app with iOS and Android support
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 prop firm platform using Tradovate plus multiple forex and futures brokers on one subscription
Portfolio Genius
PropCopy