- 01.0Provides institutional investors with factor risk models, crowding data, and portfolio decomposition tools to isolate idiosyncratic returns and optimize construction.[key] live intraday factor vs idiosyncratic return decomposition with crowding analytics[asset] Equities·[function] Portfolio Management·added 9d ago
- 02.0Converts Congressional stock disclosures into algorithmic trades with predefined entries, exits, and cash positions in user brokerage accounts[key] positions from STOCK Act filings screened by fixed rules with automated exits[asset] Equities·[function] Alt Data·added 14d ago
- 03.0Tracks dividend income, grades dividend safety, simulates DRIP compounding, and manages covered call positions for income-focused equity portfolios[key] dividend safety grading + DRIP reinvestment simulator + covered call desk[asset] Equities·[function] Portfolio Tracker·added 25d ago
- 04.0Runs Monte Carlo simulations across 10,000 paths to estimate the probability a stock reaches a target return within a given time horizon[key] 10,000-path Monte Carlo engine with 95.5% calibration accuracy across 324K+ logged predictions[asset] Equities·[function] Research·added 1mo ago·[via] api·[indie]
- 05.0Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability[key] cross-account wash-sale tracking and automatic gain/loss pairing[asset] Equities·[function] Portfolio Management·added 1mo ago
- 06.0Tracks wheel-strategy options trading across brokers, auto-detects cycles, reconciles cost basis, and computes safe withdrawal amounts from closed-cycle premium income[key] auto-detects every wheel cycle and computes equity-gap-reconciled withdrawal math[asset] Equities·[function] Portfolio Tracker·added 1mo ago·[indie]
- 07.0Builds and backtests rule-based stock strategies against historical data, then executes them via paper trading or connected brokerages[key] AI-assisted strategy optimization across thousands of market scenarios[asset] Equities·[function] Backtesting·added 1mo ago·[via] cli, api, claude skill
- 08.0Provides a no-code platform for retail investors to build machine learning stock prediction models, run walk-forward backtests, and receive daily ranked stock picks.[key] no-code ML model builder with 750+ trainable features and daily AI picks[asset] Equities·[function] AI Agents·added 2mo ago
- 09.0Provides options trade search, screening, analysis, portfolio management, and proprietary options data through a web platform and API.[key] options search engine that converts stock ideas into optimal options trades[asset] Equities·[function] Options·added 2mo ago·[via] api
- 10.0Provides educational content on stock analysis, valuation, and portfolio management with Excel models, courses, and write-ups on asymmetric stocks[key] automated stock analysis spreadsheet with DCF, DDM, and Graham valuations[asset] Equities·[function] Research·added 3mo ago·[indie]
- 11.0Enables creation of custom equity portfolios by modifying ETF holdings, adjusting index weights, and building strategies from natural language prompts with automated rebalancing.[key] AI-powered ETF modification that excludes individual stocks from fund holdings[asset] Equities·[function] Portfolio Management·added 3mo ago·[via] mobile
- 12.0The World's First Options Intelligence Platform Every option insight you need, from the stocks you own to any idea you want to explore. Built around your portfolio.[key] Connects to your brokerage, reads your holdings, and continuously computes the income opportunities.[asset] Equities·[function] Trading Infrastructure·added 3mo ago