Portfolio analytics platform for quantitative investors
AI trading coach that identifies patterns in your trades and behavior
Stage
Not given
Startup
Founded
Not given
2024
Based in
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Pricing model
Freemium
Freemium
Pricing
Starter: free ($0/month); Plus: $15/month; Pro: $50/month. Starter includes 5 portfolios, 10 assets per portfolio, 3 portfolio optimizations a day, and 25 watchlist items. Plus adds 25 portfolios, 25 assets per portfolio, 50 optimizations a day, and 50 watchlist items. Pro includes unlimited portfol
Not given
Key features
3,400+ stocks and ETFs tracked
20+ risk metrics including Sharpe, Sortino, max drawdown, beta, and alpha
Up to 5 years of historical price data
Daily data refresh
Portfolio screener
Public portfolio sharing and community browsing
Portfolio comparison side by side
Asset correlation analysis
AI assistant integration via MCP server
Trade import from 50+ brokers including Interactive Brokers
CSV import and export
Pattern recognition and naming
Daily coaching insights
Unlimited coaching memory
Deep pattern fingerprinting
Pre-market planning
Performance analytics
30 coach replies per month
Trade journal with unlimited logging
What makes it different
Institutional-grade metrics accessible to all investors at no cost
Fast and unified dashboard combining multiple portfolio analysis tools in one place
Community-driven insights from public user portfolios
Daily updated data with no subscription required to view core features
Behavioral coaching from actual trade history, not signals or predictions
Identifies repeated patterns with cost quantification in minutes
EU-hosted, GDPR-compliant data with no sharing or sales
First insight possible with as few as 3 trades
Research-driven AI grounded in behavioral science and peer-reviewed research
Redstone
Clarveo