Your stock portfolio tracker,
built for serious investors.
Build custom watchlists, view live stock charts, and track your investments with real-time data. Monitor options spreads, set price alerts, and sync your portfolio across all devices.
Powering workflows with institutional-grade data
Public market intelligence, completely free.
No account needed. No credit card. Just go.
SEC Filings Intelligence
AI-powered analysis of SEC filings. Daily highlights ranked by newsworthiness, with key points, market impact, and risk factors for every filing.
- AI-ranked daily highlights
- 10-K, 10-Q, 8-K analysis
- Market impact scoring
- Free email digest
Congress Trades
Track STOCK Act congressional trading disclosures. See what senators and representatives are buying and selling, with AI-detected trading patterns.
- Senate & House trades
- Buy/sell activity feed
- AI pattern detection
- Weekly email digest
Everything you need to invest with confidence.
From watchlists to AI recommendations, deep research to brokerage sync — all in one platform.
Watchlists & Portfolio Tracker
Organize stocks into custom watchlists with drag-and-drop columns. Track multiple portfolios and strategies in one view.
- Custom watchlists
- Custom column layouts
- Drag & drop reordering
- Visual P/L indicators
AI Command Center
Your daily trading copilot. Get an AI-generated portfolio briefing, ask questions in natural language, and monitor 7 live data cards.
- AI daily brief
- Conversational portfolio ask
- 7 customizable data cards
- Live ticker bar
AI Recommendations Engine
Seven AI-powered research lanes computed nightly. Discover oversold stocks, SEC red flags, sector rotation signals, quality discounts, and more.
- Below 200 DMA signals
- SEC red flag detection
- Sector rotation momentum
- Quality discount screener
Smart Money Tracker
Track 13F institutional fund filings. See what hedge funds are buying and selling, with quarter-by-quarter holdings history.
- Hedge fund activity feed
- By Fund & By Stock views
- Position change tracking
- Fund detail & history
Stock Deep-Dive Research
Comprehensive research page for any stock. Financials, analyst ratings, insider trades, congressional trades, peer comparison, and AI analysis.
- Income, balance, cash flow
- Analyst ratings & targets
- Insider & congress trades
- AI health report (A-F grade)
Portfolio P/L & Analytics
Full profit/loss analysis with tax-loss harvesting, risk metrics (beta, Sharpe, drawdown), and performance attribution across all holdings.
- Unrealized & realized P/L
- Tax-loss harvesting
- Risk metrics & Sharpe ratio
- Historical portfolio snapshots
Real-Time Options Suite
Live options chain with Polygon.io data, Greeks display, and AI-powered options analysis with probability scoring across 4 time horizons.
- Live options chain & Greeks
- AI options analysis
- Options calendar & expiry alerts
- Multi-leg spread tracking
Brokerage Sync
Connect your brokerage accounts via Plaid. Holdings and closed trades sync automatically during market hours — no manual entry needed.
- Auto-sync holdings hourly
- Import closed trades
- Multiple brokerages
- Manual re-sync on demand
Your AI Trading Copilot
Get real-time insights, comprehensive stock analysis, and portfolio recommendations powered by Claude AI.
AI Insights Panel
Real-time portfolio analysis with actionable recommendations. Get take-profit signals, stop-loss warnings, and risk alerts.
- Portfolio health score
- Priority-based alerts
- Take profit opportunities
- Risk assessment
AI Stock Health Reports
Comprehensive fundamental analysis with letter grades (A-F). Covers financial strength, profitability, growth, and valuation.
- Letter grade ratings
- Executive summary
- Key strengths & concerns
- PDF export
AI Chat Assistant
Chat with an AI that understands your portfolio. Get real-time stock quotes, calculate options P/L, and analyze positions.
- Real-time price lookups
- Portfolio-aware context
- Options P/L calculations
- Thread management
And so much more.
Every tool you need, all in one place.
Alert Dashboard
Categorized alert cards for price movements, targets met, earnings, expirations, and dividends with multi-day trend analysis.
Live Market Overview
Real-time market indices and AI-generated macro analysis. S&P 500, Nasdaq, DOW with live quotes and market status.
Earnings Calendar
Upcoming earnings for your holdings and watchlist. EPS estimates, prior actuals, and earnings day context modal.
Dividend Calendar
Monthly calendar with ex-dividend dates, projected income per holding, and total monthly/annual dividend income.
Closed Trades
Track your trading history with win rate, total realized P/L, lot matching for tax reporting, and Plaid auto-import.
Stock Screener
Filter the entire market by market cap, price, beta, volume, dividend yield, sector, industry, and exchange.
Market Heatmap
Color-coded sector performance visualization. Toggle between portfolio and market-wide views across multiple timeframes.
Options Calendar
Monthly calendar with expiration markers, P/L status per position, and expiring-soon alerts within 7 days.
Research Notes
Rich text research workspace with Quill editor. Notes linked to tickers, file attachments, and cross-device sync.
Trader Bot
Automated strategy simulation with A/B comparison, equity curves, and AI-generated strategy performance reports.
Built-in across the entire platform
Your new morning routine
1. Organize
Create tabs for each strategy (Growth, Options, Hedges). Drag & drop tickers into custom columns.
2. Track
Monitor real-time prices, option Greeks, and P/L. Upload technical charts directly to your position cards.
3. Execute
Set sophisticated alerts. When price targets hit, you get notified instantly across all devices.
Simple, transparent pricing
Start with a 30-day free trial. No credit card required.
Free
Core features for getting started.
Get Started- Up to 3 tabs, 10 cards each
- Real-time stock quotes
- Company profiles
- SEC Filings (public)
- Congress Trades (public)
- 30-day full access trial
Starter
Premium tools for active traders.
Start Free Trial- Up to 10 tabs, 50 cards each
- Options & Spreads tracking
- Notes, Charts & Elliott Wave
- AI Chat, Insights & Health Reports
- Command Center & Recommendations
- Smart Money Tracker
- Alert Dashboard
- Screener, Heatmap & Calendars
- Brokerage Sync (Plaid)
- Push & email notifications
Pro
Unlimited access + full AI suite.
Start Free Trial- Unlimited tabs & cards
- Everything in Starter
- AI Health Reports (10/day)
- Portfolio P/L Analysis
- Portfolio Analytics & Tax Harvesting
- Live Options Chain
- Options Analysis (AI)
- Dividend Calendar
- Priority data updates
- Daily portfolio snapshots
Common Questions
Enterprise-grade Security
We take your data seriously. Authentication is handled by Clerk, ensuring top-tier identity management. Your portfolio data is isolated, encrypted, and synced securely via Vercel's edge network.
- Clerk Authentication
- User-scoped isolation
- Encrypted backups
- Vercel KV Storage