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Portfolio Genius vs ReadChart

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Portfolio Genius compared with ReadChart
DetailPortfolio Genius logo Portfolio GeniusReadChart logo ReadChart
What it doesAI portfolio tracker with auto-sync, real-time analytics, and chart annotation Connect Claude, ChatGPT, and Cursor to live forex on MetaTrader 5
StageNot given Not given
FoundedNot given Not given
Based inUS Not given
Pricing modelFreemium Free trial
PricingLite: $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. 14-day free trial, no card required. Then $15/month for MT5 connection, live quotes and candles, MCP tools for AI agents, confirm-gated orders, trade journal, account status, price alerts, economic calendar, and prop challenge tracking.
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
  • Live forex quotes and candles from MetaTrader 5
  • Confirm-gated execution requiring explicit user approval
  • MCP integration for Claude, ChatGPT, and Cursor
  • Trade journal with AI vs manual fills tracking
  • Live account status including balance, equity, and margin
  • Price alerts and economic calendar
  • Prop challenge progress tracking
  • EA bridge connecting terminal to cloud
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
  • No MT5 passwords stored; users retain control and can revoke access anytime
  • Educational tool only—never automates trades and not financial advice
  • Works with AI agents that already exist like Claude and ChatGPT
  • Uses broker's own quotes and spreads, not synthetic data
Community votes00
DR (Domain Rating by Ahrefs)20 +2 (up) since last checkNot checked yet no change since last check
Trust Flow (Majestic)60
Citation Flow (Majestic)3212
Referring domains (Majestic)1581

5 details filled in for both companies.

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