| What it does | AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
| AI-powered order-flow trading platform for futures, forex, stocks and crypto
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
| Freemium
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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.
| Free plan with limited features forever. Pro: $50/month billed yearly or $85/month billed monthly. Ultimate: $67/month billed yearly or $115/month billed monthly. Perpetual: $1,499 one-time payment with optional updates around $50/year. Market data fees billed separately by provider.
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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
| - Institutional order flow with footprint and cumulative delta analysis
- MBO liquidity heatmap with 3D volume bubbles and VWAP clustering
- Native multi-account trade copier with per-account sizing and kill switch
- Algo Studio Pro: automated strategy generation and walk-forward optimization
- Trade journal with AI reviews, playbooks and tilt meter
- Risk Master with daily loss caps and hard day-lock
- 240+ indicators and studies including TradeDevils suite
- Options chain, screener and analyzer with Greeks and implied volatility
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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
| - Broker-neutral: keep your existing broker and data feeds, no forced migration
- Full TradeDevils indicator suite built in, no additional purchases required
- AI that reads your actual chart data, not a generic chatbot
- Algo Studio built-in strategy generator avoids $1,690 separate tool cost
- Perpetual license option: pay once and own it forever
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 20 ▲ +2 (up) since last check | 6 ● no change since last check |
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| Trust Flow (Majestic) | 6 | 5 |
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| Citation Flow (Majestic) | 32 | 15 |
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| Referring domains (Majestic) | 158 | 2 |
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Portfolio Genius
SabrTrader