AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
Stage
MVP
Not given
Founded
Not given
Not given
Based in
GB
US
Pricing model
Free
Freemium
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.
Key features
Cryptocurrency heatmap view
Watchlist creation and management
Real-time interactive price charts
Technical indicators and customization
Multiple chart types
Touch-based chart navigation
Currency denomination switching
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
What makes it different
Powered by SciChart award-winning, high-performance charting technology
Fast, butter-smooth charts optimized for low-end mobile devices
Professional-grade financial charting SDK for third-party integration
Fully customizable technical indicators and chart settings
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
Portfolio Genius