Features & Plans

Transform your financial future with AI-powered insights

Core Features

AI Financial Agent

Your personal AI agent monitors your portfolio 24/7, analyzing market conditions and identifying opportunities while you sleep. Get intelligent insights without constant manual tracking.

Smart Portfolio Analysis

Institutional-grade analytics for individual investors. Our AI evaluates your portfolio composition, diversification, risk exposure, and performance metrics in real-time.

Bank-Grade Security

AES-256 encryption, OAuth2 authentication, and SOC 2 compliance ensure your financial data stays protected. We never store your banking credentials.

Personalized Recommendations

Machine learning algorithms analyze your risk profile, investment goals, and market conditions to deliver tailored recommendations that match your financial objectives.

Real-Time Market Data

Track stocks, ETFs, cryptocurrencies, and commodities with live pricing. Get instant alerts when significant market movements affect your holdings.

Automated Reporting

Generate tax documents, performance reports, and portfolio summaries automatically. Export to CSV, PDF, or integrate with popular accounting software.

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