AI investment search & copilot
Conversational AI for searching 15,000+ stocks, ETFs, and mutual funds by describing what you're looking for rather than knowing the ticker. Portfolio risk analysis, managed portfolios, and commission-free trades in one interface — useful for investors who want to research and act without switching between multiple tools.
Pricing plans
| Rating | 4.2 | 4.5 | 4.4 | 4.4 |
| Reviews | — | — | — | — |
| Price | Free / $8.25/mo Premium | From $10K/seat/yr | Free / From $20/mo | From $10/mo |
| Free tier | Limited queries | None | Portfolio analysis & scoring | Limited stocks |
| API access | ✗ | ✓ | ✗ | ✗ |
| Watermark | No | No | No | No |
Searches earnings calls, SEC filings, broker research, and news simultaneously using semantic AI that understands context, not just keywords. Smart Summaries surface the signal from hundreds of pages of filings in seconds. Used by investment banks and Fortune 500 strategy teams who need to move faster than manual research allows.
Portfolio analysis, investment recommendations, tax optimisation, and retirement planning using hedge fund-inspired AI models — with a meaningful free tier that includes real analysis rather than just a teaser. Connects to your existing brokerage accounts and gives you the kind of personalised financial view that used to require a private wealth manager.
AI-generated Snowflake scores visualising valuation, growth, financial health, and dividends across 100,000+ stocks in global markets — designed for long-term investors who want to see a company's full picture without reading through every filing. Particularly good at making complex financial analysis legible for people who aren't professional analysts.