Portfolio analytics for self-directed US investors
Route TradingView alerts to MetaTrader 5 accounts with per-account risk and control
Stage
Not given
MVP
Founded
Not given
Not given
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.
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
Multi-account signal fan-out from single webhook
Per-account risk percentage control
Trading windows and session schedules
Dashboard manual trade execution
Expert Advisor (EA) for MT5
Built-in AI support assistant
High-priority signal delivery and execution
Account performance analytics and monitoring
Up to 4 MT5 accounts (Essential) or 8 (Pro)
24/5 continuous signal polling
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
Works with any broker's MT5 account without broker-side integration
Per-account risk control means each account trades with its own rules
No coding required for setup and integration
Supports prop-firm, funded, and live accounts simultaneously