Portfolio analytics for self-directed US investors
Five AI strategies analyze every stock by fixed rules
Stage
Not given
Startup
Founded
Not given
2026
Based in
Not given
AT
Pricing model
Free
Not given
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.
Not given
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
Five investment strategy agents (Value, Momentum, Dividend, Growth, Contrarian)
Eleven financial scores per stock updated nightly
Documented counterargument to every verdict
Stock screener with market levels and core universe
Automatically detected chart patterns
Trades anchored in Bitcoin blockchain for verification
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
Five independent verdicts with mandatory counterargument, not averaged opinions
No broker, no order execution, no automatic copying
Tradune
Market Jury