Portfolio analytics for self-directed US investors
Find better breakout setups, faster.
Stage
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Founded
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Based in
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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 available with no card required. Premium: $15/month billed monthly or $150/year (17% off). Premium+: $30/month billed monthly. All paid plans include a 14-day free trial.
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
Watchlist of up to 30 tickers (free) or 200 (premium) checked nightly for breakout patterns
Screener with 2,600+ stocks and crypto, 30 filters
Automatic support and resistance lines on charts
Edge Filter ranks breakouts by historical win rates and typical gains
Historical win rates and track record for each ticker
Daily Morning Brief setup recommendations
Breakout alerts for watchlist tickers
Suggested entry, stop and target for each pattern
API and MCP access for AI agents (Premium+)
See the company's own trading signals and account performance
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
Ranks breakouts by historical win rate and typical gains instead of just showing patterns
Backtested strategy traded live with company's own money using transparent, fixed rules
Designed for swing traders who check once a day, not day traders watching screens
Tradune
TradingPal