Free AI investing app to generate stock portfolios
An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
US
Pricing model
Freemium
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Pricing
Free plan with 5 daily credits. Monthly plan at $3 USD for unlimited credits. Annual plan at $27 USD (regularly $36). Bundle plan at $50 USD (regularly $72) for 2+ user annual plans.
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Key features
AI-powered portfolio generation using OpenAI algorithms
Personalized risk profiling from conservative to aggressive strategies
Instant portfolio recommendations in seconds
Support for stocks, ETFs, real estate, and crypto assets
Mobile-responsive design for all devices
Yahoo Finance data integration on paid plans
Eight-step methodology covering thesis, structure, sizing, execution and review
Live track record updated monthly with results from real brokerage account
CPA verification of calendar year returns under AICPA AT-C Section 215
Free 30-minute one-to-one video walkthrough call
Post-hoc case study breakdown of a completed trade with thesis, structure, sizing and exit analysis
Blog with methodology posts, real trade walkthroughs and live experiments
Framework teaches how to structure options to catalysts and time windows
Educational content teaching options from first principles
Focus on fundamental company analysis as basis for trades
What makes it different
Generate investment portfolios in seconds using AI algorithms
No financial expertise required with simple user input
Tailored to individual risk tolerance and financial goals
Available free with limited daily credits
Educational platform designed for both beginners and experienced investors
Public track record verified by a U.S. licensed CPA, not just asserted claims
Connects fundamental stock analysis with options structuring, bridging two separate disciplines
Combines disciplined risk management with deep equity research in a rules-based system