Portfolio analytics for self-directed US investors
Live financial news and forex market analysis dashboard with AI-powered insights
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
RO
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.
Free tier with all core features. Premium: $7.85/month (billed monthly) or $56.65/year ($4.72/month, 40% savings).
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
Real-time news aggregation from multiple financial sources
AI-powered sentiment analysis with 85%+ accuracy
Economic calendar with real-time updates
AI Chart Analyzer for technical analysis
Trading Journal to track and optimize performance
News Heatmap visualizing market volatility
Customizable news feed by asset and timeframe
Forex Trade Planner with entry and exit points
Responsive mobile design for all devices
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
85%+ accuracy AI sentiment analysis on market news
Zero-delay real-time news for premium subscribers
Free access to all core features including sentiment analysis
11 major assets analyzed including major currency pairs and commodities
AI Chart Analyzer that instantly evaluates price action and technical structure
Tradune
FX Radar