Features
AI financial assistant (Finn) for personalized Q&A
Unified financial dashboard across bank and brokerage accounts
Portfolio analysis and optimization
T-Bill and fixed income investing
Automated money moves and goal-based investing
Spending and bill monitoring with alerts
Tax drag elimination recommendations
Portfolio rebalancing as life changes
Hidden opportunity detection (idle cash, market shifts)
Multi-brokerage and bank connectivity (Robinhood, Fidelity, Schwab, Wealthfront)
Bank-grade security with MFA and 24/7 monitoring
Mobile app for iOS and Android
Grid trading bot for sideways markets
DCA bot for volatile markets
BTD (Buy the Dip) bot for downtrends
LOOP bot earning in base/quote with reinvest
DCA Futures bot for long/short futures
COMBO futures bot combining DCA and Grid
QFL bot for automated multi-pair spot trading
AI Assistant for tailored bot recommendations
Smart orders: stop market, stop limit, scaled, TWAP
Backtesting up to 365 days (Pro plan)
Demo mode with 30-day bot lifetime
Mobile app for iOS and Android (monitoring)
Unified interface for 17+ exchanges
Pre-made strategies with customization
Trailing up/down and take profit for Grid bots
