- 01.0Monitors holdings for price moves, filings, earnings, analyst actions, news, insider clusters, trend breaks, and unusual volume with real-time alerts[key] alerts open a full market terminal with chart, filing, screener, and macro context[asset] Multi-asset·[function] Portfolio Tracker·added 14d ago·[via] mobile
- 02.0Grades executed trades on entry, risk, thesis, management, and discipline, identifying repeated behavioral patterns that cost money.[key] scores the trading decision before outcome was known, not the P&L[asset] Multi-asset·[function] Portfolio Tracker·added 23d ago·[indie]
- 03.0Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace[key] telegram-based alerts with conversational follow-up[asset] Multi-asset·[function] AI Agents·added 1mo ago
- 04.0Journals trades and uses AI to identify recurring patterns in trading behavior to help traders improve performance over time.[key] AI pattern recognition across personal trade history[asset] Multi-asset·[function] Portfolio Tracker·added 1mo ago
- 05.0Provides AI-powered trading intelligence combining stock analysis, options flow scanning, dark pool data, institutional research, and a trading journal with automatic broker sync.[key] AI copilot that analyzes options flow, block trades, and institutional data[asset] Multi-asset·[function] Research·added 1mo ago
- 06.0Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts[key] ETF look-through analysis reveals duplicate holdings hidden inside funds[asset] Multi-asset·[function] Portfolio Tracker·added 1mo ago
- 07.0Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.[key] maps institutional research and news directly to portfolio holdings[asset] Multi-asset·[function] Portfolio Tracker·added 1mo ago
- 08.0Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.[key] AI Q&A lets you query trading data in plain English and add results to custom dashboards[asset] Multi-asset·[function] Portfolio Tracker·added 2mo ago
- 09.0Tracks and analyzes trades across stocks, futures, forex, and options with automated charts, performance metrics, and trade journaling to identify patterns and improve trading decisions.[key] exit performance analysis showing actual vs best potential P&L[asset] Multi-asset·[function] Portfolio Tracker·added 2mo ago
- 10.0Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.[key] one-click AI-generated financial memos that turn weeks of manual work into minutes[asset] Multi-asset·[function] Portfolio Tracker·added 2mo ago
- 11.0Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.[key] AI chat interface that answers natural language questions about trading patterns[asset] Multi-asset·[function] Portfolio Tracker·added 2mo ago·[via] mobile·[indie]
- 12.0Tracks trading performance through verified broker integration and displays public leaderboard of top traders[key] broker-verified trade tracking with optional public leaderboard[asset] Multi-asset·[function] Portfolio Tracker·added 2mo ago·[via] mobile
- 13.0Generates personalized AI-written morning briefs covering markets, sports, weather, and other selected topics delivered daily via email at a user-specified time.[key] real-time market data and scores for user-specified tickers and teams only[asset] Multi-asset·[function] News & Sentiment·added 3mo ago
- 14.0Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.[key] integrated PEA + brokerage + crypto portfolio tracker for French investors[asset] Multi-asset·[function] Portfolio Tracking·added 3mo ago
- 15.0Tracks and analyzes trading performance by importing trades from MT5 and other brokers, journals setups, and identifies patterns that drive profitability.[key] imports trades from MT5 and other brokers for performance analysis[asset] Multi-asset·[function] Portfolio Tracking·added 3mo ago
- 16.0Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.[key] Free 35+yr backtests across funds and asset classes[asset] Multi-asset·[function] Portfolio Tracking·added 4mo ago