Portfolio analytics for self-directed US investors
On-device Coinbase futures trading bot for Android
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
US
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.
Explore: free. Citrine™ Complete: $29.99/month or $299.99/year (US prices in USD).
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
BTC and ETH futures automation on Coinbase Derivatives Exchange
Paper trading with configurable simulated funds
Shadow simulation with account-based starting balance
Observation mode for account monitoring from a second device
Detailed backtesting with one-second bid and ask data
Local API-key encryption on device
Coinbase-hosted stop-loss and take-profit orders
Market condition visibility and entry requirements display
Estimated contract capacity and fund requirements
Guided Demo for learning without trading
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
On-device execution with credentials encrypted locally, never sent to Citrine Edge
Built-in strategy without requiring users to write code or assemble trading rules
Unified workspace evaluating BTC and ETH markets together with shared allocation
Explore free with simulations and backtesting before purchasing Complete subscription
Margin-aware fund and contract capacity estimates with current account context
Tradune
Citrine™