Your investing workspace for portfolio tracking, stock research, prediction markets, and AI agents
Web-based options research platform for scanning watchlists, comparing contracts and modeling strategies
Stage
Startup
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Paid
Pricing
Free tier with 3 queries per month. Paid plans include Starter, Pro, and Edge tiers with varying query limits and features.
Visualizer: $10 USD/month or $100 USD/year; Pro: $30 USD/month or $300 USD/year; All Access: $50 USD/month or $500 USD/year. Seven-day All Access trial available with card required.
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
Live options strategy visualizer with payoff modeling across price and time
Options Yield Matrix for comparing contracts by monthly yield, breakeven and probability
Short Options Scanner for cash-secured puts and covered calls
Advanced Strategy Scanner for multi-leg option structures
Auto-calibration to update strike targets based on market levels
Trade journal with thesis, fills, adjustments, rolls and outcome tracking
AI Analyst for questioning assumptions and comparing setups
Live ThetaData market data with streaming updates
Portfolio view with profitability and campaign history
Learning Hub with lessons on strategies and risk management
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
Connected workflow from watchlist scanning through trade completion in one platform instead of multiple disconnected tools
Monthly Yield % metric that standardizes returns across different expiries and strikes for easier comparison
Auto-calibration to keep strike targets current with market positioning instead of manual updates
Built by a trader for traders, starting with one core problem to solve