Your portfolio,
under a microscope.
Connect your brokerage in 30 seconds. Position Tracker watches every fill, tax lot, options chain and dividend — and an AI desk briefs you as the market moves.
Read-only access · Powered by Plaid · No trading authority, ever.
Open live demo →Live UI preview · open product demo
See the terminal UI with sample data — no login, no card.
Sample portfolio data only. Explore dashboard, command center, alerts, and free market intel screens.
Auto-briefing
NVDA gapped above its 20-day on volume; your position is now 38% of equity — flagging concentration. Earnings: 5 of your 14 names report this week.
Read full briefPublic market intelligence, completely free.
No account. No credit card. Just go.
SEC Filings Intelligence
AI-ranked daily highlights from 10-K, 10-Q, 8-K filings — with market impact scoring.
Explore SEC Filings →
Congress Trades
STOCK Act disclosures from senators and representatives, with AI pattern detection.
View Congress Trades →
Six terminals worth of tools, in one tab.
6 core modules · explore in demo
Watchlists & Portfolio
Custom watchlists with drag-and-drop columns. Track multiple portfolios and strategies in one view.
AI Command Center
Daily AI portfolio briefing, ask questions in natural language, and 7 live data cards.
AI Recommendations
Seven research lanes computed nightly — oversold names, SEC red flags, sector rotation, quality discounts.
Real-Time Options Suite
Live options chain with Polygon.io data, Greeks, and AI scoring across 4 time horizons.
Brokerage Sync
Connect via Plaid in read-only mode. Holdings and closed trades sync automatically.
Portfolio P/L & Analytics
Realized & unrealized P/L, tax-loss harvesting, beta, Sharpe, drawdown.
Your AI trading copilot.
Real-time insights, deep stock analysis, and portfolio recommendations powered by Claude.
AI Insights Panel
Real-time portfolio analysis with priority alerts — take-profit signals, stop-loss warnings, risk flags.
AI Stock Health Reports
A–F letter grades on every stock. Financial strength, profitability, growth, valuation. PDF export.
AI Chat Assistant
Chat with an AI that understands your book. Real-time prices, options P/L, position context.
See in demo
Every tool you need, all in one place.
Open live demo →Alerts & Insights
Open live demo →Earnings Calendar
Open live demo →Dividend Calendar
Open live demo →Closed Trades
Open live demo →Market Heatmap
Connect your broker →Brokerage Sync
We can see your trades.
We can't make them.
Position Tracker connects through Plaid in read-only mode. We never receive trading authority, we never store your credentials, and you can revoke access in a click.
Read-only by design
Plaid handles auth. We literally cannot place an order on your account.
Enterprise-grade auth
Sign-in and sessions handled by Clerk. Brokerage credentials go to Plaid, never to us.
Encryption everywhere
AES-256 at rest, TLS 1.3 in flight. Credentials never stored.
Your data, exportable
CSV, JSON, broker-format. Cancel anytime, take everything.
Free
$0
For getting started.
- ✓3 tabs · 10 cards/tab
- ✓Watchlists & basic P/L
- ✓SEC Filings & Congress feeds
- ✓14-day trial of paid tools
Starter
$5/mo
For the active investor.
- ✓Unlimited tabs & cards
- ✓AI Insights Panel
- ✓Earnings & dividend calendars
- ✓Command Center & Recommendations
Pro
$10/mo
For the obsessed.
- ✓Everything in Starter
- ✓AI Command Center & Chat
- ✓Options suite & 13F tracker
- ✓Brokerage sync via Plaid
Questions traders ask first.
See the terminal UI with sample data — no login, no card.
Sample portfolio data only. Explore dashboard, command center, alerts, and free market intel screens.