Portfolio analytics for self-directed US investors
Your investing workspace for portfolio tracking, stock research, prediction markets, and AI agents
Stage
Not given
Startup
Founded
Not given
Not given
Based in
Not given
US
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 3 queries per month. Paid plans include Starter, Pro, and Edge tiers with varying query limits and features.
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
Portfolio tracking with broker sync via SnapTrade
Natural language backtesting
Custom AI agents for automated workflows
SEC 10-K filing analysis
Stock and ETF comparison tools
Watchlists with research reports and earnings calendar
Access to web articles, news, and Google Trends data
Keyboard shortcuts for quick access to stock data
AI chatbot with tier-matched query limits
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
Built specifically for investors, not a generic AI tool
Designed for all skill levels from beginners to quants
Explains financial concepts in accessible language
Tradune
Stratman AI