Portfolio analytics for self-directed US investors
Trade copier for prop firms and funded traders across Tradovate, NinjaTrader 8, and forex platforms
Stage
Not given
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Founded
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Based in
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Pricing model
Free
Paid
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
Sub-500ms trade execution
Cloud-based Tradovate web copier for prop firms
NinjaTrader 8 add-on for any NT8-connected broker
Bracket order support with take-profit and stop-loss
Real-time trade monitoring with detailed logs
Multiple position sizing methods
Daily loss limits and automatic stop features
Trade journal with performance analytics
TradingView webhook integration
Mobile app with iOS and Android support
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 prop firm platform using Tradovate plus multiple forex and futures brokers on one subscription