Portfolio analytics for self-directed US investors
Automate buy-low, sell-high ladders on assets you already hold with desktop-based broker automation
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
US
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.
Usage-based credits: one credit equals one position checked in one engine cycle. From $5 for 250,000 credits. No monthly fee; credits do not expire and are used only when the engine checks positions with assigned strategies. Auto-refill is optional.
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
Swing Ladder strategy with configurable buy and sell price levels
Desktop Broker Agent for macOS, Windows, and Linux
Support for Robinhood and Interactive Brokers
Automated position checking every minute by default during market hours
Free backtesting without connecting a broker
Adjustable sync intervals: 1, 5, 15, or 30 minutes
Three strategy presets: Accumulate, Moderate, and Aggressive
Real-time trading dashboard showing trades and credit balance
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
Usage-based pricing with no monthly fee or subscription
Works on positions you already hold without requiring new purchases
Quick setup in roughly seven minutes without API keys or support calls
Tradune
TradeBo