- 01.0Tracks 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 19d ago
- 02.0Records investment theses and supporting evidence on a research canvas alongside screener, watchlist, and portfolio tracking to document why trades were made and how calls held up over time.[key] research canvas that timestamps evidence and thesis blocks for retrospective review[asset] Equities·[function] Research·added 1mo ago·[indie]
- 03.0Provides company fundamentals, interactive DCF valuation modeling, portfolio analytics with live broker sync, congressional trade tracking, and 20-year financial exports in a unified workspace.[key] Interactive DCF modeling pre-filled from 20+ years of real company data[asset] Equities·[function] Research·added 1mo ago
- 04.0Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.[key] AI-powered platform with dedicated BRVM (West African stock market) coverage[asset] Equities·[function] Research·added 1mo ago
- 05.0Tracks 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]
- 06.0SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.[key] Linked SEC 13F, 13D/G, Forms 3/4/5, and company-facts evidence[asset] Equities·[function] Research·added 1mo ago
- 07.0Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.[key] MCP server integration for querying portfolio and research from Claude tools[asset] Equities·[function] Portfolio Tracker·added 1mo ago·[via] mcp
- 08.0Provides institutional-grade equity research and analysis for self-directed individual investors through AI-powered tools[key] translates institutional-grade research into accessible insights for retail[asset] Equities·[function] Research·added 1mo ago
- 09.0Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events[key] cross-references portfolio holdings against SEC filings and insider activity[asset] Equities·[function] Portfolio Tracker·added 5d ago·[via] mobile
- 10.0Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources[key] tracks every buy, sell, add, trim across custom manager watchlists[asset] Equities·[function] 13F·added 2mo ago
- 11.0Screens 10,000+ stocks daily through a 5-gate technical framework and monitors portfolio positions with real-time plain-English alerts delivered pre-market and intraday.[key] 5-gate technical screening + 24/7 portfolio surveillance with plain-English alerts[asset] Equities·[function] Screeners·added 2mo ago
- 12.0Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.[key] social feed showing real investor portfolios and community buying activity[asset] Equities·[function] Portfolio Tracker·added 2mo ago·[via] mobile
- 13.0Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.[key] combines portfolio tracking with an academy of narrated book summaries[asset] Equities·[function] Portfolio Tracker·added 2mo ago
- 14.0Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker[key] email alerts when stocks hit user-defined buy or sell zones[asset] Equities·[function] Research·added 2mo ago·[indie]
- 15.0Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.[key] Live trading prices, Bloomberg style alternative[asset] Equities·[function] Research·added 2mo ago·[indie]
- 16.0Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.[key] combined research deep dives with DCF valuation models and community features[asset] Equities·[function] Research·added 3mo ago
- 17.0Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.[key] agentic monitoring that creates custom AI agents to track finances and portfolios[asset] Equities·[function] Research·added 3mo ago·[via] mobile
- 18.0Provides AI-generated MoonshotScore ratings (0-100) across 9 signals for 35,000+ US stocks, with portfolio screenshot OCR analysis and daily market intelligence from 70+ vetted news sources[key] Portfolio screenshot OCR scanner with AI diagnostics and risk assessment[asset] Equities·[function] Research·added 3mo ago
- 19.0Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.[key] AI 'what-if' scenario testing on your live portfolio[asset] Equities·[function] Portfolio Tracking·added 3mo ago·[via] mobile