Our Services

Real-time analysis powered by adaptive algorithms that learn from market movements and continuously improve recommendations.

• Real-time analysis powered by adaptive algorithms
• Daily and intraday briefings delivered to your inbox
• AI-curated news and sentiment indicators
• Learning models for BUY/SELL/HOLD recommendations
• Automated performance tracking and backtesting

Modular workspace designed to adapt to your workflow. Personalize layouts, metrics, and views to match your investment style.

• Modular workspace with drag-and-drop layout
• Personalize layouts and metrics for your needs
• Sync across all devices securely
• Custom watchlists and portfolio tracking
• Save and share custom views

Connect your bank and investment accounts for a complete financial picture. Mint-style interface with powerful analytics.

• Connect bank and investment accounts securely
• View spending, income, and net worth in one place
• Mint-style interface with intuitive design
• Automated categorization and budgeting tools
• Cash flow analysis and projections

Stay informed with automated alerts and daily reports tailored to your portfolio and market interests.

• Automated alerts for price movements and news
• Daily market summaries and portfolio reports
• Custom threshold alerts for stocks and indices
• Email briefings with key insights
• Mobile push notifications (coming soon)

AI-powered chatbot to answer questions, provide insights, and help navigate the platform with natural language queries.

• Natural language queries: "Top gaining stocks today?"
• Contextual replies with data and charts
• Navigation support and feature discovery
• Historical data lookups and comparisons
• 24/7 availability for instant answers

Monitor congressional trading activity with real-time updates and analysis of disclosed transactions.

• Real-time congressional trade disclosures
• Transaction analysis and patterns
• Ticker-specific congressional activity
• Historical trading patterns by member
• Alerts for significant trades