Portfolio analytics for self-directed US investors
AI trading indicators for TradingView with non-repainting signals and real-time alerts
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.
$59.99 USD once, includes all 6 indicators, lifetime updates, lifetime support, 24/7 AI assistant, and full Pine Script source code.
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
Non-repainting signals that lock in at candle close
Real-time alerts via desktop, mobile and webhook
Complete Pine Script source code ownership
Mobile support on iOS and Android
24/7 AI assistant trained on all indicators
Lifetime updates to all 6 indicators
Full documentation and video tutorials
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
One-time payment with no subscription or renewal fees
All indicators use non-repainting logic for reliable signals
Built by active traders using real trading methodology
You own the complete Pine Script source code permanently