AI trading tool to track, analyze, and improve your trading performance
Portfolio analytics for self-directed US investors
Stage
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Founded
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Based in
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Pricing model
Free trial
Free
Pricing
Pro plan: $19 per month or $228 billed annually (saving 4+ months). 14-day free trial available, no credit card required.
Currently free for all users. Pro plan planned with no price yet set; Free plan will include portfolio tracking up to 10 holdings, watchlist with delayed quotes, screener, correlation and sector rotation, daily portfolio briefing, and 2-3 active price alerts.
Key features
Track trades from unlimited accounts
AI trading feedback on daily and monthly data
TradingView chart integration for trade review
Trade journal with rich text and images
Performance metrics including win rate and P&L
Shareable trading progress links and graphics
Mentorship tools for students and teachers
Support for all major futures prop firm platforms
5GB storage per user account
Money-weighted return (XIRR) calculation on dated cash flows
Portfolio tracking with FIFO/LIFO/average cost basis
SEC Form 4 insider filing tracker with cluster detection
Multi-factor stock screener
Price and technical alerts via Telegram
Value-at-Risk (95%), portfolio beta and max drawdown analytics
Dividend tracker and income forecast
Tax-loss harvesting identification
Backtest trading rules on historical data
What makes it different
AI-powered actionable insights specific to your trading data and performance patterns
Direct TradingView integration to review trades on actual charts
Comprehensive mentorship tools for trading education
Money-weighted return comparison on the same cash flows and dates as your benchmark for fair performance measurement
Never asks for brokerage login; import via CSV or enter trades manually
Published, transparent methodology rather than a black box
Insider trading insights directly from SEC EDGAR filings linked on every row
All calculations run in browser with no data transmission to servers