AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
US company financials, year by year
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
GB
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: latest 5 years of financials and prices, key ratios, recent insider trades, first line of risk-factor changes, watchlist up to 5 companies, 1 full-history export per month. Pro: $69/year or $8.99/month. Unlimited: $149/year or $17.99/month. Lifetime: $199 once. 30-day money-back guarantee appl
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
Annual financial statements and ratios from FY2007
Share price data since 2000
Export data to Excel or CSV
Covers 505 US public companies
Quarterly financial data on Pro plan
Hourly email alerts for new reports and trades
Linked access to 10-K reports at sec.gov
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
Figures verified against official SEC 10-K filings
Full history from FY2007 in one table with one-click export
Covers data most sites do not show: risk-factor changes, quarterly data
Portfolio Genius
StockYears