Features
Everything active investors need, without the bloat.
Research, AI-powered insights, portfolio tracking, and day-trading tools — one workspace, one subscription.
Research
Research and screener, in one place.
Every U.S. ticker gets a full tear sheet: fundamentals, price action, analyst ratings, SEC filings, and earnings transcripts. The factor screener ranks stocks across five strategy presets — and the Trap Lab flags value traps before you buy them.
- Multi-factor screener with Deep Value, Momentum, GARP, Quality, and Custom presets
- Trap Lab: 11-flag value trap detection (negative FCF, rising debt, margin compression, and more)
- Sector-relative scoring — ranked against peers, not the whole market
- SEC filings (10-K, 10-Q, 8-K) with inline reader
- Earnings-call transcripts, searchable
NVDA — NVIDIA Corp
$892.41
Market cap
$2.2T
P/E
64.2
Rev (ttm)
$79B
EPS
12.9
Beta
1.63
Div yield
0.03%
Portfolio tracking
Every position. Every account. One view.
Connect your brokerages through SnapTrade. Track live positions, cost basis, and unrealized P&L across every account — then let AI analyze your holdings and surface what deserves attention.
- Secure connections via SnapTrade — credentials never touch our servers
- Live positions and unrealized P&L across all accounts
- Cost basis, allocation, and concentration views
- AI portfolio analysis — feedback on concentration, sector exposure, and risk
- Robinhood, Fidelity, Schwab, E*TRADE, Webull, Interactive Brokers, Tradier, Alpaca, and more
Supported brokerages
Robinhood · Fidelity · Charles Schwab · E*TRADE · Webull · Interactive Brokers · Tradier · Alpaca
Total portfolio value
$184,920.14
NVDA
$32,105
+4.82%
AAPL
$18,441
+1.12%
TSLA
$9,220
-0.74%
AI insights
AI that works on real data, not templates.
Powered by Claude (Anthropic). Every morning it generates a briefing with specific trade picks — ticker, direction, entry, stop, and target — built from live gap scans, relative volume, and the earnings calendar. On any ticker, instant tear sheets. In your journal, behavioral analysis of your closed trades.
- Morning briefings with AI-generated picks: entry, stop, and target prices included
- Instant AI tear sheets on any ticker — fundamentals, technicals, and thesis in one read
- Journal analysis: finds patterns in your closed trades and tells you what to change
- Catalyst detection for earnings, upgrades, and unusual activity
- Track AI briefing outcomes — grade the picks, improve over time
Catalyst detected · AAPL
Services revenue guidance raised; options flow shifted bullish on open. Transcript excerpt attached.
Company summary · PLTR
Enterprise software firm pivoting GenAI spend toward government contracts. Margins expanding; valuation remains rich.
Unusual activity
SMCI · 2.4x average volume, breaking above 20-day SMA.
Day trading tools
Your pre-market routine, in one place.
Everything you need before the open: AI-generated trade picks, gap and RVOL scanners, earnings calendar, live catalyst feed, and macro events — so you walk in with a plan, not a list of tabs.
- AI morning briefing: top picks with entry, stop, and target built from overnight gap data
- Pre-market and after-hours gap scanner
- Relative volume (RVOL) scanner — flags unusual liquidity before the bell
- Intraday scanner with real-time filters: price, gap %, RVOL, direction
- Earnings calendar with before/after-market timing and EPS estimates
- Live news and catalyst feed — context on why stocks are moving
- Economic calendar — upcoming macro events and expected market impact
- End-of-day AI analysis of session performance
- AI outcome tracker — log whether picks hit, grade performance over time
SMCI
2.4x vol
NVDA
1.8x vol
AMD
1.4x vol
TSLA
0.9x vol
META
1.1x vol
Watchlist
Watchlists that keep up with you.
Custom watchlists with live price, volume, and change tracking. Group by strategy, thesis, or sector. Sync across devices.
- Unlimited custom watchlists
- Live quotes, volume, and % change
- Bulk import via CSV or broker sync
- Cross-device sync
Core Tech
AAPL, MSFT, NVDA
Semis
AMD, AVGO, SMCI
Energy
XOM, CVX, EOG
Trade journal
Log every trade. Find out why you really lost.
Capture entries, exits, thesis, and screenshots. Then let the AI analyze your closed trades and tell you exactly what patterns are costing you — by setup type, ticker, and behavior.
- Entry, exit, size, thesis, and tags
- AI analysis of closed trades: win rate, best and worst setups, behavioral patterns
- Actionable feedback — specific things to change, not just stats
- Performance breakdowns by strategy or ticker
- Private by default — your journal is yours
NVDA · Swing long
+8.4%Thesis: post-earnings drift; entered on 20-SMA reclaim. Sized 2% of portfolio. Exited on gap-up into resistance.
TSLA · Day short
-1.2%Failed breakdown; stopped out at VWAP reclaim. Lesson: wait for confirmation on low-volume fades.
Alerts
Alerts that cut through the noise.
Price, volume, and news-based alerts delivered by push and email. Set once, forget until it matters.
- Price-level and % move alerts
- Unusual-volume and breakout triggers
- News and filings alerts per ticker
- Push notifications and email delivery
AAPL
Price ≥ $225
SMCI
Volume ≥ 2x avg
AMD
News — upgrade
PLTR
8-K filed
Security and privacy
Fintech-grade security.
Your brokerage credentials never touch our servers. We run with a SOC 2-ready posture, bearer-token auth, encrypted transit, and row-level security in our database.
- Secure brokerage access via SnapTrade — credentials never touch our servers
- TLS in transit; encrypted at rest
- Row-level security and per-user isolation in the database
- Rate-limiting, Helmet, and bearer-token auth on every endpoint
- SOC 2-ready operational posture
TLS 1.3 everywhere
Encrypted in transit
Row-level security
Per-user data isolation
Secure access
Credentials never stored
Rate limiting
Helmet + bearer auth
SOC 2-ready
Operational posture
No credentials stored
SnapTrade-managed connections
Ready when you are.
Join the waitlist and lock in founding-member pricing.