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AI-powered analysis, yield tracking, backtesting and factor exposure — everything you need to research smarter and invest better.

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What you get
Everything in one place
🤖
AI Portfolio Review
Claude analyzes your entire portfolio — allocation, risk, cost efficiency, and generates a full investment memo with actionable recommendations.
📈
Yield Intelligence
Live dividend yield tracking, forward income projections, and 10-year growth modeling across your entire basket.
🔬
Factor Exposure Pro
Understand exactly what you own — value, growth, momentum, size factors across every holding. Know your real bets.
📊
Historical Backtest
Run real historical performance using FMP price data. See how your portfolio would have performed vs S&P 500 over 1–20 years.
💡
Trade Recommendations
AI-generated specific buy, sell, and trim recommendations based on your portfolio composition, goals, and market conditions.
🏛️
Tax Alpha Pro
Tax-loss harvesting opportunities, account type optimization, and tax-efficient rebalancing strategies for your specific situation.
Pricing
Simple, transparent pricing

Start free. Upgrade when you need more.

Scout
$0/mo
Free forever
  • 5 portfolios
  • 5 AI analyses/month
  • 3yr backtest
  • Full Portfolio Review
  • Yield Health Check
  • Factor Exposure
  • Trade Recommendations
  • Tax Alpha
  • PDF Export
MOST POPULAR
Analyst
$9.99/mo
or $99/yr — save 2 months
  • 10 portfolios
  • 25 AI analyses/month
  • 5yr backtest
  • Full Portfolio Review
  • Yield Health Check
  • Trade Recommendations
  • Factor Exposure (Pro)
  • Tax Alpha (Pro)
  • PDF Export
Pro
$19.99/mo
or $199/yr — save 2 months
  • 15 portfolios
  • 50 AI analyses/month
  • 20yr backtest
  • Full Portfolio Review
  • Yield Health Check
  • Trade Recommendations
  • ✦ Factor Exposure ⚡
  • ✦ Tax Alpha ⚡
  • PDF Export

7-day free trial on paid plans · Cancel anytime · Secure payment via Stripe

What's Coming

Product Roadmap

We're building fast. Here's what's live today and what's coming next.

✅ Shipped
🧠 AI Portfolio Analysis
📊 Yield Intelligence & Income Tracker
📈 Historical Backtesting
💸 TER Cost Optimizer
🔍 Factor Exposure Analysis
🧾 Tax Alpha Insights
📄 PDF Report Export
🌙 Dark / Light Mode
🔜 Coming Soon
📱 Mobile App (iOS & Android)
🔔 Price & Yield Alerts
⚖️ Portfolio Comparison Tool
🌍 International Markets Support
📰 News & Sentiment Feed
🔗 Brokerage Account Sync
🗺️ Planned
🤝 Advisor Mode (pending compliance)
🏦 Retirement Planning Tools
📊 Options Income Analyzer
🤖 Automated Rebalancing Alerts
🌐 Multi-currency Support

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