AI tools built for patient investors. Find undervalued stocks, screen for quality, and build diversified portfolios with AI assistance.
Trading journal with automated broker imports, backtesting and AI trade insights
Agentic AI portfolio management platform built for institutional asset managers and hedge funds.
Dividend and portfolio tracker app with earnings calendar and income projections
Trading journal focused on behavior analysis, trade optimization and simulation
An AI robo-advisor that builds, rebalances, and tax-optimizes diversified portfolios based on your goals.
Retail brokerage offering intent-based AI agents to automate portfolio management actions.
A pioneering robo-advisor delivering automated, goal-based portfolios with rebalancing and tax tools.
Portfolio and dividend tracker that syncs 2,000+ brokers with income forecasting
A hybrid robo-advisor pairing AI portfolio tools with human advisors plus free net-worth and planning dashboards.
A customizable investing platform that automates your own portfolio pies with free rebalancing and fractional shares.
Trading journal with a free forever tier, AI analytics and a built-in simulator
AI portfolio manager that curates strategies based on real-time hedge fund and market data.
An AI-driven portfolio platform that builds and manages personalized, tax-aware portfolios for advisors and investors.
An automated investing app that lets users follow data-driven AI strategies and copy quantitative portfolios.
AI-enhanced trading journal that tracks performance and identifies profitable behavioral patterns.
Long-running trading journal with broker sync and mentor sharing for coaches