Features
Pre-built financial model templates
Customizable revenue streams and expense categories
Shareable investor links with visit tracking
AI-powered forecasting and data categorization
Virtual CFO chat for KPI surface and what-if analysis
Automated month-end reports and alerts
Live data integration from accounting systems
Drag-and-drop dashboard builder
Templates customizable from scratch
AI trading with machine learning models
Copy Bot: one-on-one trader copying
Dollar Cost Averaging (DCA) bot
Trailing stop and trailing buy orders
Portfolio bot for diversified management
Paper trading with real-time data
Backtesting historical performance
Strategy Designer: no-code algorithm builder with 130+ indicators
Market Making and Arbitrage tools
Trading Terminal: multi-exchange dashboard
Smart Trade entry with triggers and conditions
Signals marketplace and strategy templates
Short selling and margin trading support
Cryptohopper MCP for AI/LLM integration
Integration with n8n, Zapier, Make for no-code workflows