Retail Investor
Understand every stock pick before you buy it.
- Evidence-backed research reports with cited sources — no black-box conclusions
- Earnings summaries and analyst commentary translated into plain language
- Risk regime alerts so you know when market conditions shift against you
- Document upload for company filings, news, and third-party research you already have
- Portfolio risk summaries grounded in live price data from Alpaca
Starter plan · Custom pricing
Professional Trader
A quantitative edge before every session opens.
- Pre-market briefings pulled from live Alpaca SIP feeds before the bell
- Volatility, breadth, and liquidity regime analysis across your watchlist
- Multi-ticker intelligence with options flow context and SEC filing cross-reference
- Governed AI workflow for hypothesis generation, evidence gathering, and citation
- Audit trail on every session — know what data drove every conclusion
Professional plan · Custom pricing
Wealth Manager
Client reviews backed by evidence, not gut feel.
- Tenant-isolated workspaces — each client's data walled off by row-level security
- Built-in approval and sign-off workflows for every recommendation
- Audit-ready documentation: who ran the analysis, what data was used, and when
- Advisor productivity tools: portfolio review, client reporting, and evidence summary
- Enterprise SSO via Keycloak — route your entire team through your identity provider
Advisor plan · Custom pricing · Enterprise available