Your investing workspace for portfolio tracking, stock research, prediction markets, and AI agents
Investing made simple
Stage
Startup
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Freemium
Pricing
Free tier with 3 queries per month. Paid plans include Starter, Pro, and Edge tiers with varying query limits and features.
Free: €0 with basic learning, company scores, and one watchlist. Research: €9.99 EUR/month for company research, discovery, and five-score breakdowns. Premium: €14.99 EUR/month for broker connections, portfolio tracking, and automated trading.
Key features
Portfolio tracking with broker sync via SnapTrade
Natural language backtesting
Custom AI agents for automated workflows
SEC 10-K filing analysis
Stock and ETF comparison tools
Watchlists with research reports and earnings calendar
Access to web articles, news, and Google Trends data
Keyboard shortcuts for quick access to stock data
AI chatbot with tier-matched query limits
Plain-English lessons and quizzes on investing fundamentals
Five core scores simplifying 88+ metrics for company analysis
Investment discovery with ready-made portfolios and themes
Portfolio tracking and performance monitoring
Broker account integration and connections
Automated portfolio rebalancing with customizable rules
Smart alerts for price changes and company news
Scenario planning and forward-looking forecasts
Market insights tracking news and investor activity
50+ automated trading strategies
What makes it different
Built specifically for investors, not a generic AI tool
Designed for all skill levels from beginners to quants
Explains financial concepts in accessible language
Simplifies complex financial information for beginners without requiring prior knowledge
Combines learning, research, portfolio tracking, and automation in a single integrated platform
Works alongside existing brokers rather than replacing them
Provides clear, repeatable process for understanding investments before deciding
Reduces research time by centralizing multiple sources of investment information
Stratman AI
Mesodian