Features
24/7 AI agents monitoring portfolio and markets
Unified portfolio view (brokerages, banks, crypto, physical assets)
AI stock screener (fundamentals, valuation, sentiment)
Stock discovery via themes, politician trades, fund activity
Anonymized community portfolio data
Arena: AI-run live simulated portfolios with reasoning
AI Funds: create AI-managed funds from a thesis
Personalized news feed filtered by portfolio and watchlist
Research hub: SEC filings, analyst targets, insider transactions
Net worth tracking with daily digest
Read-only brokerage connections (via SnapTrade)
SEC filing chat (ask questions against filings)
Mobile app (iOS, Android)
AI bookkeeping via WhatsApp & iMessage
Automatic transaction categorization (96% accuracy)
Schedule C generation in 5 minutes
Free LLC formation in any state
AI-prepared taxes with CPA review
Missed deduction finder (avg $1,249/yr)
Terminal queries via MCP server (Claude Code, Cursor)
Persistent vendor memory across months
Bank feed via Plaid (10,000+ institutions)
Stripe, Deel, PayPal, Square, Brex, Ramp integration
Real-time expense categorization from chat
Custom report generation with natural language
Tax calendar and deduction guides
