Features

Research it. Size it. Journal it.
Then see exactly what works.

AI research grounded in SEC filings, a position sizer that does the math, a journal that syncs from your broker, and analytics that show where your edge lives.

01

Filing-grounded AI research

Type a ticker and run research. The AI is handed live prices, technicals, congressional trades, and insider filings as the source of truth, then reads the SEC filings and returns separate day-trade and swing-trade verdicts with weighted green and red flags.

  • Day and swing verdicts, scored separately
  • Catalysts with dates, plus pump-and-dump risk flags
  • Congressional trades and Form 4 filings fed in line by line
  • Try it on the standalone research console
AI research report with day and swing verdicts, catalysts, and weighted flags
02

Position size calculator

Enter your bankroll, risk percentage, and stop loss. Get the exact number of shares or options contracts to trade. Every position sized to your rules, every time. Free, no account needed.

  • Stocks & options (calls + puts)
  • Scale-in and scale-out planning (2-5 levels)
  • One-tap reward multiples up to 3x
  • Instant risk-reward ratios
Position sizing calculator Position sizing calculator
03

Trade journal with broker sync

Every trade logged with notes, screenshots, and self-assessment ratings. See your calendar heatmap light up as your history builds. Connect Schwab, Fidelity, Webull, Robinhood, E*TRADE, and more via SnapTrade and sync your fills any time.

  • Notes & chart screenshots per trade
  • Calendar heatmap & quick-add form
  • Brokerage sync with FIFO matching, options included
  • Plan vs. result on every trade
Trade journal with calendar heatmap Trade journal with calendar heatmap
04

Performance analytics

Interactive performance charts that show where your edge lives, and where it does not. Equity curve, drawdown, P&L distribution, discipline impact, and more. Filter any time range.

  • Equity curve, drawdown, and P&L distribution
  • Win rate, profit factor, expectancy
  • Discipline score & streak tracking
  • Custom date ranges & export
Performance analytics dashboard Performance analytics dashboard
AI Coach daily review of synced trades
AI coach

A coach that reads your
actual trades

After each trading day the AI coach reads your real fills and names the one behavioral pattern costing you the most: bad sizing, late exits, revenge trades. It coaches scalps, day trades, and swings differently, and it is included with the subscription.

Powered by Claude, GPT, Gemini, Grok, and Perplexity No identifying info sent to the AI
See how the AI works

Everything else built in

AI Market Briefings

What is moving and why, refreshed hourly through the trading day. Free for everyone, no account needed.

Congress & Insider Trades

STOCK Act disclosures and SEC Form 4 filings on dedicated Congress and insider trackers, updated daily.

Read-Only Broker Sync

SnapTrade connections cannot place trades. Encrypted in transit and at rest. Disconnect anytime.

Real-Time Quotes

Live price, day range, 52-week, volume, market cap, float, and shares outstanding, with extended hours data.

Technical Indicators

ATR, RSI, VWAP, relative volume, gap %, and pivot points on every lookup.

Candlestick Charts

Price and market index charts with timeframe selection and an extended hours toggle.

Trade Sharing

Share any broker-synced trade or your full track record with a public link.

Trade Export

CSV or JSON. All time, 7/30/90 days, YTD, or custom date range.

Daily Assessment

Rate each day, add notes, and set P&L targets with a visual progress gauge.

World Markets

Live open/close status for NYSE, NASDAQ, TSX, LSE, Frankfurt, Tokyo, and more.

Custom Layout

Drag-and-drop workspace. Hide cards, reorder columns, save your arrangement.

Trade Signals

Eight direction-aware signal checks on every lookup: VWAP, volume, RSI, gap, range, close, and the 50 and 200 day averages.

Ready to trade with an edge?

The calculator is free and needs no account. Create one for a 5-day free trial of the journal, analytics, AI research, and the coach. No credit card required.