US stock screener and research workspace for self-directed investors
You call the theme, we build the basket.
Stage
Not given
Not given
Founded
Not given
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Based in
Not given
US
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.
Free: create account, pick themes, build portfolio, join discussions, connect 1 brokerage, place 1 trade, access AI research and watchlists. Pro: $9.99/month on web (7-day free trial), $11.99/month on Android, $14.99/month on iPhone; yearly plans save about 30%. Pro includes unlimited themes from 35
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
350+ investment themes
Customizable ETF and crowd blend
Real portfolio syncing via SnapTrade
AI stock research
Community discussions
One-click basket investing
Connects to 9 brokerages
Portfolio change history
Live intraday chart (Pro)
Daily portfolio updates (Pro)
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
Blend real ETF holdings with actual investor holdings to see where money is moving
No copying a single investor or fund; uses aggregated anonymous investor data
Money and positions stay in your existing brokerage
No personalized investment advice or automatic trading
US Stock Sense