Portfolio management, options analysis, crypto tracking and tax tools, with model-driven analysis built in.
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From stocks to crypto, options to tax optimization—we've got you covered.
Model-driven fundamental, technical and sentiment analysis.
Track performance, manage positions, and rebalance portfolios against the targets you set.
Black-Scholes pricing, Greeks calculation, and 15+ strategy types including iron condors and spreads.
Track Bitcoin, Ethereum and other major cryptocurrencies with prices, market cap and supply data.
Identify harvesting opportunities and check 30-day anti-avoidance rules such as the US wash sale.
Advanced risk metrics, VaR analysis, and portfolio stress testing to protect your investments.
New to investing? The AI Professor explains concepts in plain language, from the basics to advanced strategies. Ask follow-up questions on Starter and above.