- 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 5d 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 14d ago·[indie]
- 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 16d ago
- 04.0Records 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 27d ago·[indie]
- 05.0Provides 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 27d ago
- 06.0Provides 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
- 07.0Tracks 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]
- 08.0Deploys 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
- 09.0SEC 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
- 10.0Journals 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
- 11.0Provides 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
- 12.0Provides 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
- 13.0Aggregates 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
- 14.0Tracks 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
- 15.0Provides 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
- 16.0Monitors 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 1d ago·[via] mobile
- 17.0Tracks 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
- 18.0Provides AI-powered trading indicators and portfolio tools for crypto perpetual futures, centered on the Hyperliquid exchange[key] personalized indicators via user questionnaire for top-1% trading style[asset] Crypto·[function] Trading Infrastructure·added 2mo ago
- 19.0Tracks 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
- 20.0Tracks 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
- 21.0Screens 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
- 22.0Tracks 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
- 23.0Automates 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
- 24.0Tracks 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
- 25.0Provides 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]
- 26.0Tracks 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]
- 27.0Tracks 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
- 28.0Live 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]
- 29.0Generates 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
- 30.0Tracks 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
- 31.0Provides 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
- 32.0Tracks 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
- 33.0Provides 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
- 34.0Provides 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
- 35.0Free 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 3mo ago
- 36.0Personal 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