Features
AI strategy generation from plain-English prompts
No-code visual strategy editor with ANY/ALL conditions
Unlimited backtesting (with Trading Pass)
Automated live trading of stocks and ETFs
Options writing: covered calls and cash-secured puts
AI-curated top performer strategies from 2,000+ community strategies
Strategy remixing and parameter adjustment
In-depth strategy analytics and portfolio metrics
Composer API for data and trading
Retirement account support (Roth, Traditional, Rollover)
Business accounts with multi-algorithm portfolio management
Real-time mark-to-market accounting
Full IP ownership for business customers
Priority support for business accounts
Private and real-time data streams (for business)
Extract coverage terms, limits, exclusions, and endorsements
Side-by-side policy comparison
Identify non-standard language and coverage gaps
Generate summary reports with key findings
Natural language search across policies
Automated compliance checks
Track policy versions and changes
Export reports to PDF or Excel
Batch upload of multiple policies
Customizable report templates
