Features
Meet Your AI Research Team
The same analytical capabilities that hedge funds use internally—now working around the clock for you.
All Your Holdings, One Dashboard
Unified Portfolio View
Connect brokerages, crypto exchanges, and retirement accounts. See your complete portfolio in a single, unified dashboard. No more spreadsheets, no more logging into multiple apps.
- Major brokerages and crypto exchanges supported
- Real-time position and balance syncing
- Automatic transaction categorization
- Multi-currency support
Research Delivered to You
AI Trading Signals
Our AI analysts generate buy, sell, and hold recommendations based on quantitative analysis. Each signal includes confidence scores and reasoning—you decide whether to act.
- Signals backed by quantitative research
- Coverage for stocks, crypto, ETFs, and options
- Real-time delivery via app, email, and SMS
- Full transparency on methodology
Your 24/7 Research Team
Market Intelligence
AI-powered aggregation of market news, social sentiment, and macro indicators. We distill the noise into actionable insights so you can focus on decision-making.
- News aggregation from 500+ sources
- Social sentiment analysis
- Earnings calendar and alerts
- Macro indicator tracking
NVDA beats Q4 estimates, guides higher on AI demand
Fed minutes signal potential rate pause through Q2
BTC ETF inflows reach $1.2B — highest weekly level in 2026
Understand Your Risk
Risk & Quant Analysis
Access the same analytical tools used by professional fund managers. Risk models, volatility forecasting, correlation analysis—everything you need to understand your positions.
- Portfolio risk scoring
- Value at Risk (VaR) calculations
- Sector and factor exposure analysis
- Correlation heat maps
Data-Driven Recommendations
Portfolio Strategy
Get intelligent allocation recommendations based on your holdings, risk tolerance, and market conditions. We analyze the data—you make the final call.
- Target allocation recommendations
- Diversification analysis
- Drift alerts and notifications
- Rebalancing suggestions
Know What the Market Thinks
Sentiment Analysis
Track social media buzz, analyst ratings, and market mood across your holdings. Understand sentiment before you make decisions.
- Social media sentiment tracking
- Analyst rating aggregation
- Insider trading alerts
- Options flow analysis
Integrations
Connect All Your Accounts
Major brokerages, crypto exchanges, and financial platforms supported.
Brokerages
Interactive Brokers, J.P. Morgan
Crypto Exchanges
Binance, OKX, Bitfinex
OTC / Liquidity
B2C2, Cumberland, FalconX, Wintermute
Web3 Wallets
Ethereum, Arbitrum, Base, Polygon + 4 more
Ready to Try These Features?
Experience the power of institutional-grade research tools.