US stock screener and research workspace for self-directed investors
Your investing workspace for portfolio tracking, stock research, prediction markets, and AI agents
Stage
Not given
Startup
Founded
Not given
Not given
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 tier with 3 queries per month. Paid plans include Starter, Pro, and Edge tiers with varying query limits and features.
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
Portfolio tracking with broker sync via SnapTrade
Natural language backtesting
Custom AI agents for automated workflows
SEC 10-K filing analysis
Stock and ETF comparison tools
Watchlists with research reports and earnings calendar
Access to web articles, news, and Google Trends data
Keyboard shortcuts for quick access to stock data
AI chatbot with tier-matched query limits
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 specifically for investors, not a generic AI tool
Designed for all skill levels from beginners to quants
Explains financial concepts in accessible language