| What it does | Portfolio analytics for self-directed US investors
| AI-powered trading platform for backtesting, paper trading and live algo trading on US stocks and ETFs
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Free
| Freemium
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| 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 plan (no time limit, no card required): replay, trading journal, backtests and paper trading. Trader: $29/month or $290/year includes Spyglass AI (up to 30 messages/day), unlimited replays, overfitting checks. Quant: $79/month or $790/year adds live trading, 75 Spyglass messages/day, unlimited
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| 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
| - Spyglass AI: describe any setup or indicator and it builds and tests the strategy
- Market replay to practice trading past market days without risking money
- Trading journal to import, replay and analyze your trades
- Backtesting with overfitting checks to validate strategies on historical data
- Paper trading to deploy strategies risk-free against live market data
- Live trading with broker connection and risk controls
- Dead Man's Switch to close positions if browser stops responding
- No coding required; builds strategies from natural language descriptions
- Access to 11,511 US stocks and ETFs
- Portfolio analytics including expectancy, MAE, MFE and performance attribution
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| 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
| - AI builds strategies from plain language without any coding needed
- Complete workflow from practice to live trading in one platform
- Overfitting checks built in to every strategy test
- Replay any past trade on the chart to learn from it
- Free plan with no time limit and no card required
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 2 ● no change since last check | 1 ● no change since last check |
| Trust Flow (Majestic) | 2 | 2 |
| Citation Flow (Majestic) | 22 | 12 |
| Referring domains (Majestic) | 15 | 8 |