US stock screener and research workspace for self-directed investors
Options trading workspace for analyzing, automating, and managing trades across 15+ brokers
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
Not given
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.
Free trial: $1 for 7 days. After trial: GEX plan $29/month (billed $87 per 3 months), Wheel plan $49/month (billed $147 per 3 months), Quant plan $79/month (billed $237 per 3 months). Free with TradeStation for Quant plan. 14-day money-back guarantee on first full subscription charge.
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
Real-time GEX and Vanna heatmaps by strike and expiration
Options screener with technical, fundamental and GEX filters
Wheel workflow with roll comparison and breakeven tracking
Direct broker integration with order placement from chart
AI assistant explaining market levels and suggesting strategies
Options trading journal with auto-synced trades and cost basis
Copy trading with verified trader alerts
Support for 15+ brokers with read-only and trade-enabled connections
Options flow data for major tickers with premium flow visualization
REST API and AI client integration via Model Context Protocol
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
All-in-one chart combining market analysis, position tracking, and trade execution without switching tools
Real-time GEX and dealer positioning data built into the trading interface
Automatic Wheel workflow tracking with premium collection effects on breakeven
Secure broker connections through provider authorization without sharing passwords
US Stock Sense
QuantWheel