Brokers give you raw data.
We help you make smarter decisions.
Most trading apps flood you with option chains and push risky 0DTE trades. Position Tracker runs AI across your actual portfolio to tell you when to take profits or get out, which stocks outside your portfolio fit your book, and how to build wealth with 6–24 month holds, pullback LEAPs, cash-secured puts, and covered calls.
Start a 14-day trial with no card · Read-only Plaid & SnapTrade sync · Never trading authority.
3 positions need a decision today
Position has grown to 24% of your portfolio (above your 15% cap) with RSI at 76. Consider trimming 20–25% of shares or selling a 35 DTE 0.25Δ covered call.
Broke below 200-day moving average with margin compression flagged in latest SEC 10-Q filing. Review exit rule before next earnings window.
Interactive sample preview · open full product demo or see all 15+ platform modules
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.
Most apps are built to make you trade more.
We built an AI to help you trade smarter.
Robinhood, Webull, and legacy brokerages make money on order flow and volume. They hand you raw stock and options data, flash 0DTE contracts, and leave you guessing when to sell, when a thesis is broken, or what else you should own.
Drowning in raw data, gambling on short-dated options
- ✕Zero exit guidance: You ride a winning stock up 40% and all the way back down because nothing warns you when valuation or concentration is stretched.
- ✕0DTE & weekly lottery tickets: Buying short-dated options where daily theta decay destroys your capital even when you get the direction right.
- ✕Blind stock picking: Chasing whatever ticker is trending on social media without knowing if it duplicates your current sector risk or hides SEC 10-K/10-Q red flags.
- ✕All-or-nothing index funds: Normal investors keep 100% of their money in passive company/government funds because nobody shows them a safe, repeatable middle ground.
AI portfolio analysis + patient, high-probability strategies
- ✓Know when to get out or trim: Daily AI scans your positions for take-profit targets, broken theses, 48h earnings risk, and hidden correlation clusters—with a 1-click “Challenge this view” counter-thesis.
- ✓Find trades outside your portfolio: Nightly Market Screens (Below 200 DMA, Quality Discount, Value+Growth+Dividend) matched against your holdings and verified against SEC filings.
- ✓6–24 month holds & Pullback LEAPs: Buy quality shares to hold for 6–24 months, and buy 12–24 month LEAP calls only when great companies drop below their 200-day moving average.
- ✓Paid to wait with CSPs & Covered Calls: Sell cash-secured puts at prices you want to own, and sell 21–45 DTE covered calls for steady income.
Three questions we answer for your portfolio every day.
“When should I take profits, trim, or get out?”
Buying is easy; knowing when to sell is where returns are kept or lost. Position Tracker grades every holding (A–F) and alerts you when a winner is overextended, when a stop-loss or fundamental thesis breaks, or when 3 “different” tickers are actually the same macro bet.
- • Take-Profit & Stop-Loss AI priority alerts
- • Portfolio X-Ray concentration & correlation check
- • 1-click “Challenge this view” counter-thesis
“What other stocks fit my book right now?”
Every night our pipeline scans the market across 8 quantitative lanes—including Below 200 DMA, Quality at a Discount, Value + Growth + Dividend, and SEC Red Flags—then cross-references them against your current holdings to suggest high-conviction ideas you don't yet own.
- • Personalized “Why It Fits You” & “Why Now” evidence
- • Automated 10-K / 10-Q / 8-K red-flag filtering
- • Monte Carlo & Valuation Re-Rating models
“How do I use options for income & pullbacks—never 0DTE?”
Options were built to reduce risk or generate yield, not to gamble on 2-hour price swings. Our AI Options Suite evaluates Greeks and IV percentile across 4 time horizons to help you buy 12–24 month LEAPs on pullbacks, sell Cash-Secured Puts, and roll 21–45 DTE Covered Calls.
- • Pullback LEAPs on oversold quality stocks
- • Cash-Secured Put entry & annualized yield math
- • 21–45 DTE Covered Call review calendar
Most of your money is in index or retirement funds. Here is how to run your active sleeve.
You don't need to stare at 1-minute charts or gamble on day trades to beat passive benchmarks. Position Tracker teaches—and surfaces live daily candidates for—four repeatable strategies backed by our Recommendation lanes and SEC filing analysis.
Buy Quality Shares & Hold 6–24 Months
Keep your 401(k) and index funds compounding, and focus your self-directed capital on high-ROIC, cash-generative businesses trading at a discount to sector peers.
MSFT · Microsoft Corp.
Quality Score 91/100 · Discount Score 78/100 · Piotroski F-Score 8/9
Why our Recommendation Lanes & SEC Scan chose this:
- ✓Profitability & Moat: 34% ROE and strong free-cash-flow conversion vs. software peers.
- ✓Valuation Margin: Trading below its 5-year median EV/EBIT multiple with positive EPS revisions.
- ✓SEC Filings Check: 0 governance, restatement, or dilution red flags across recent 10-K/10-Q filings.
15+ integrated modules when you want to go deeper.
Connect your existing brokerage in read-only mode via Plaid or SnapTrade—or add positions manually. Behind our AI decision engine sits a full suite of watchlists, dividend & earnings calendars, closed-trade journaling, market heatmaps, and a paper-trading sandbox.
Public 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 →
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 Pro trial for new accounts while available · No card to start · After trial, Free keeps a read-only snapshot · try the UI first
Free
$0
Try Pro free, 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 Pro trial while available: every Pro page, live sync and unlimited tabs
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 investors & 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.