US stock screener and research workspace for self-directed investors
Automated trading platform for building, backtesting, and executing AI-powered trading strategies without coding
Stage
Not given
Established
Founded
Not given
2020
Based in
Not given
US
Pricing model
Freemium
Not given
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.
Starter: Free (no subscription). Advanced: $10/month. Pro: $32/month (billed monthly) or $384/year (billed yearly). Business: Custom pricing (book a call). Additional FINRA and SEC regulatory fees apply on sales of securities.
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
AI-powered strategy creation in natural language
No-code visual editor for strategy customization
Automatic trading execution and rebalancing
Strategy backtesting with benchmark comparison
Community strategy sharing and investment
Support for traditional and Roth IRAs
Full API access on Pro plan
Historical allocation graph visualization
Asset transfer from other brokerages
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
No coding required to build automated trading strategies
Zero commissions and zero management fees on base plan
Combines strategy creation, backtesting, and execution in one platform
AI-assisted strategy creation accessible to non-experts
SEC-registered investment advisor with brokerage services
US Stock Sense
Composer