US stock screener and research workspace for self-directed investors
AI trading coach that identifies patterns in your trades and behavior
Stage
Not given
Startup
Founded
Not given
2024
Based in
Not given
Not given
Pricing model
Freemium
Freemium
Pricing
Free plan includes one complete introductory AI Mode run with six one-time credits. Premium includes two hundred credits per calendar month. Final subscription prices and billing terms are shown before payment.
Not given
Key features
Stock screening with customizable filters
Inspect financial statements and company filings
Valuation analysis with explicit assumptions
AI-assisted analysis and research support
Portfolio tools and saved workspaces
Dated price history and market data
Ownership records and fund holdings
Alerts and export functionality
Thesis workspace for documenting investment cases
Stock Sense MCP connector integration
Trade import from 50+ brokers including Interactive Brokers
CSV import and export
Pattern recognition and naming
Daily coaching insights
Unlimited coaching memory
Deep pattern fingerprinting
Pre-market planning
Performance analytics
30 coach replies per month
Trade journal with unlimited logging
What makes it different
Combines dated public filings with current market prices and transparent calculations in one workspace
Emphasizes maintaining transparency about data freshness and source attribution
Designed specifically to help test investment theses with evidence-based research
Supports challenging investment assumptions with AI assistance checked against underlying sources
Public company research is open and accessible without requiring an account
Behavioral coaching from actual trade history, not signals or predictions
Identifies repeated patterns with cost quantification in minutes
EU-hosted, GDPR-compliant data with no sharing or sales
First insight possible with as few as 3 trades
Research-driven AI grounded in behavioral science and peer-reviewed research
US Stock Sense
Clarveo