Portfolio analytics for self-directed US investors
Small-cap momentum workspace with custom scanners, 1-second candles, alerts and session replay
Stage
Not given
MVP
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.
Starter: $39.99/month after 14-day free trial. First paid month is 50% off if you answer the waitlist survey's three optional questions.
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
Custom scanners with plain-language rules
1-second candles and charts
Alerts with explanations
Session replay at adjustable speeds
Linked panels across multiple monitors
Pre-market to after-hours coverage (04:00 to 20:00 ET)
Volume and relative volume ranking
Saved screens and layouts
Split and halt handling
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
Handles small-cap complexities like splits and halts that fake moves on other scanners
Alerts explain why they fired, not just that they did
Replay feature lets you practice trades without money at risk
Tradune
Traderly