Portfolio analytics for self-directed US investors
Alternative data and AI for smarter stock investing
Stage
Not given
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Founded
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Based in
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Pricing model
Free
Freemium
Pricing
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.
Platform: Starter $29/month or $199/year (save $149); Pro $99/month or $499/year (save $689). API: Hobbyist $19/month or $120/year (save $108); Developer $79/month or $480/year (save $468); Research $199/month or $1,200/year (save $1,188); Enterprise custom pricing.
Key features
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
Portfolio AI scoring from 0-100 for each holding
Real-time stock alerts on alternative data signals
AI-powered stock picks updated daily
AI chat analyst for portfolio questions
Autopilot rules-based portfolio copying
Stock screener with filters and export
Mobile app with push notifications and sync
API and MCP server for AI tools integration
Portfolio leaderboard ranking system
Market news and research insights
What makes it different
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
Analyzes alternative data that hedge funds pay millions for
61% win rate across AI stock picks
Portfolio import from any brokerage with just a screenshot
AI answers grounded in real data, never made-up numbers
Tradune
AltIndex