US stock screener and research workspace for self-directed investors
Your Risk. Your Size.
Stage
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Founded
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Based in
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DE
Pricing model
Freemium
Free
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.
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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
Multi-market support for crypto, forex, stocks, indices and commodities
Calculates position size from account risk and stop distance
Returns results in market-specific units: lots, shares, contracts or crypto quantity
Shows max loss, position value, stop price and margin before order placement
Fast input workflow for entry, stop, risk and leverage
Risk Reward Calculator tool
Trading Strategy Simulator tool
Consistent workflow across different market mechanics
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
Built as a mobile trading tool, not a web calculator, for daily repeat use
No spreadsheets, browser tabs or ads required
Live price integration and custom price entry
Educational content explaining position sizing logic