Your portfolio,
under a microscope.
Start a 14-day trial with no card. If you choose brokerage sync, connect read-only through Plaid or SnapTrade and protect your account with 2FA.
Read-only access · Powered by Plaid · No trading authority, ever.
Open live demo →Sample 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 is the sample portfolio's largest daily contributor, while the technology sleeve remains the main concentration to review. Several held 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 portfolio data cards.
Market Screens
Eight market-wide research screens computed nightly — oversold names, SEC red flags, sector rotation, and quality discounts.
Real-Time Options Suite
Options chain snapshots with Polygon.io data, Greeks, and AI scoring across 4 time horizons.
Brokerage Sync
Connect via Plaid or SnapTrade in read-only mode. Auto-sync is included in the trial and on Starter/Pro; Free after trial keeps a read-only holdings snapshot.
Portfolio P/L & Analytics
Realized & unrealized P/L, tax-loss harvesting, beta, Sharpe, drawdown.
Your AI portfolio 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.
One desk. Three tiers.
14-day free trial includes connect, Holdings, auto-sync, Today, and Advice · No card to start · After trial, Free keeps a read-only snapshot · try the UI first
Free
$0
Try the beginner spine, then keep a read-only holdings snapshot.
- ✓3 tabs and 10 cards per tab
- ✓Read-only last holdings snapshot after trial (upgrade to resume sync)
- ✓Reconnect brokerage only after upgrading to Starter or Pro
- ✓Public SEC Filings and Congress Trades feeds
- ✓Learn hub: first 3 beginner lessons
- ✓14-day trial of connect, Holdings, Today, Advice and auto-sync
Starter
$5/month
The real beginner product: live sync, Today, and Advice.
- ✓10 tabs and 50 cards per tab
- ✓Live brokerage sync and Holdings
- ✓Today and Advice (personal AI Insights)
- ✓Full beginner Learn track
- ✓Alerts, notifications and Options Calendar
- ✓Public portfolio sharing
Pro
$10/month
Unlimited workspace plus the full research desk.
- ✓Unlimited tabs and cards per tab
- ✓Everything in Starter
- ✓Advanced Learn modules
- ✓Market Screens, Options Chain and Options Analysis
- ✓Portfolio P/L Analysis and Portfolio Analytics
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.