US stock screener and research workspace for self-directed investors
Interactive Brokers options desk for day traders and scalpers
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
CA
Pricing model
Freemium
Free trial
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.
7-day free trial, then $40 per month billed monthly or $400 per year billed once a year. Monthly plan saves $80 versus yearly; yearly plan is equivalent to 10 months.
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-symbol options chains with ITM, ATM, and OTM strikes in one table
One-click market, mid, and close orders
Automated take profit and stop loss while connected
Live unrealized P&L updates
Customizable layout with column resizing and hiding
Futures options support (ES, MES, NQ, MNQ, RTY, CL, GC)
Four themes including Terminal quiet desk mode
Windows, macOS, and Linux support
Direct connection to TWS or IB Gateway with credentials staying local
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
Reduces TWS clicks from seven steps to three moves for options execution
Paper trading and live trading use the same desk with no extra setup
No order batching or extra confirmation steps inside the app
Preset position sizes per symbol with one-click bulk adjustments
US Stock Sense
NeonChainX