| What it does | Free US stock and ETF research with screeners, quotes, charts and news
| AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
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| Stage | Startup
| Not given
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| Founded | 2024
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| Based in | US
| US
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| Pricing model | Free
| Freemium
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| Pricing | Not given
| 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.
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| Key features | - Stock screener with 60+ filters for valuation, dividends, growth, profitability, analyst ratings, performance and technicals
- ETF screener with 50+ filters including asset class, issuer, expense ratio, yield and volatility
- Interactive price charts powered by TradingView's Lightweight Charts library
- Financial statements including income statements, balance sheets and cash flow statements
- Real-time prices from IEX during regular US market hours
- Embeddable stock widgets for websites
- Market lists for indices and sectors including S&P 500, Nasdaq-100, Russell 2000 and sector breakdowns
- Delisted stock pages showing acquisition, merger or bankruptcy outcomes
- Cryptocurrency quotes and charts for major cryptocurrencies
- Stock market dictionary with financial terms in plain language
| - 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
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| What makes it different | - No account or sign-up required to access all research
- Covers 6,000+ stocks and 5,000+ ETFs with daily updated market data
- Real-time prices during market hours from IEX exchange
- Open-source widget code on GitHub for embedding market data on other websites
- No cookies, analytics trackers or personal data collection
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 19 ▼ −1 (down) since last check | 20 ▲ +2 (up) since last check |
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| Trust Flow (Majestic) | 30 | 6 |
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| Citation Flow (Majestic) | 35 | 32 |
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| Referring domains (Majestic) | 90 | 158 |
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Portfolio Genius