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-powered portfolio optimization
Goal-based planning and tracking
Real-time market insights
Brokerage integration via Plaid
Customizable investment strategies
Performance analytics and reporting
Natural language search for stocks and ETFs
Side-by-side company comparison
Sector exposure and risk analysis
Price alerts on watchlist stocks
Export reports for tax or review