01Features
40 features across 7 areas — from the AI research that reads the market for you, to the widgets that keep it on your lock screen.
01AI Research
Verdict, bull/bear cases, and catalysts in seconds — powered by Claude.
Tap any ticker and Claude reads the latest news, fundamentals, peer comparison, insider activity, SEC filings, and macro context to deliver a one-page dossier with a clear verdict (Promising / Neutral / Cautious), the strongest bull and bear cases, the next catalysts to watch, sentiment pulse, and a thesis you can copy. Cached intelligently so revisiting a ticker is free.
Multi-hop web research with fact-checking, streamed live as Claude searches.
Claude runs up to six guided web searches with eight pause-turn fact checks per ticker, surfacing the verified facts AND the contradictions it found across sources. Watch the search queries appear in real time over a streamed connection. Designed to catch the nuance generic AI misses on a single read.
A two-minute spoken briefing that walks you through every dossier card.
Press play and hear a guided two-minute audio briefing for any stock — verdict first, then the strongest bull case, bear case, catalysts, macro context, fundamentals, sentiment, price action, insider activity, and what to watch next. Auto-advances per segment with lock-screen controls and AirPods support. Built for hands-free use during your commute.
Tap any AI-written section and have it read out loud in a premium voice.
Every dossier section, deep-dive finding, and market digest summary has a one-tap read-aloud icon. Choose from a range of premium voices in Settings, then preview them before committing. Sections automatically reorder around your investor profile (day trader, swing, long-term) so the most relevant content plays first.
An AI lede sentence that synthesizes the whole market open for you.
Every morning, Claude reads aggregated market headlines from Google News and Brave Search (covering major outlets across the web) and produces a single lede sentence that captures the market's mood. Free users see the cached digest; Pro users get fresh generation and one-tap read-aloud playback to start the day with the macro picture in two minutes.
Write your thesis once. Claude flags when the data turns against you.
Type the reason you bought a stock and save it. Claude periodically re-evaluates your thesis against fresh fundamentals, news, and price action, then flags risk signals when the original premise weakens. Stay disciplined: your future self deserves the warning.
An AI narrative of your holdings — what's working, what's at risk, what to watch.
Add your positions and Claude synthesizes a portfolio-level narrative: which holdings are driving today's P&L, where concentration risk lives, what catalysts are coming up across your basket, and which positions deserve a closer look. Updates as your portfolio changes.
02Pro Research
Bull / bear / chop classification with volatility and credit-spread context.
Each dossier shows the current macro regime (bull, bear, or chop) with volatility and credit-spread inputs, plus the rationale Claude derived from FRED macro series. Useful for sizing exposure to your risk tolerance.
Momentum, value, and quality percentiles vs the broader universe.
Every Pro dossier includes momentum, value, and quality percentiles computed against a broad universe and refreshed weekly. See where your stock ranks before you buy.
Track how well past dossier verdicts predicted 30/60/90-day returns.
We score every past dossier verdict against the stock's actual 30, 60, and 90-day forward returns. The accuracy tracker keeps the AI honest — you see hit rates over time, not just confident-sounding takes.
Recent insider buys and sells with typed badges (CEO / CFO / Director).
Form 4 filings parsed from SEC EDGAR with role badges so you can immediately see whether the C-suite or rank-and-file directors are transacting. Aggregated as a sentiment signal in the dossier and listed individually with filing links.
8-K, S-1, and SC 13G/D filings flagged the moment they hit EDGAR.
Material events (8-K), new registrations (S-1), and significant ownership changes (SC 13G/D) are pulled directly from SEC EDGAR and folded into the dossier so you don't miss the filing that matters.
GDELT-sourced geopolitical signals folded into every dossier.
GDELT geopolitical event data is folded into the dossier when relevant — useful for international stocks, defense exposure, supply-chain plays, and energy names where the macro picture matters as much as the chart.
Next 14 days of CPI, NFP, FOMC, GDP, and PCE prints.
A forward 14-day calendar of CPI, NFP, FOMC, GDP, and PCE releases. Surfaces in the dossier so you can sense the macro print risk before adding to a position.
Sentiment-tagged news headlines aggregated from across the web.
News headlines aggregated through Google News (which surfaces stories from across the web — Reuters, AP, Bloomberg, WSJ, FT, and many other outlets show up depending on the story) plus Brave Search for additional breadth. Each article is tagged Bullish, Bearish, or Neutral. Pro users get filter chips for For You (your watchlist), bull-only, bear-only, and global sentiment dashboards.
Scan the US market for movers, gainers, losers, and custom filters.
Preset screens (Most Active, Gainers, Losers) plus filters for market cap, PE, dividend yield. Sort by price, change, volume, or symbol. One-tap alert creation from any row.
Countdown timers, EPS consensus, and reminder alerts for every report.
See exactly when watchlist companies report — date, time (BMO or AMC), consensus EPS, and previous actuals. Set a reminder alert configurable days in advance.
Wall Street tone, synthesized by AI from recent coverage and earnings.
On every stock detail page, an AI-synthesized read of Wall Street tone — directional signal (bullish / neutral / bearish), key drivers grounded in recent news and earnings, and a list of source coverage you can tap through to read. Original AI commentary, not a redistributed analyst feed.
Visualize the day's sector winners and losers in a color-coded grid.
Color-coded heat map of US sector performance for the day. Spot rotations at a glance — green for the leaders, red for the laggards, sized by market cap.
FOMC, CPI, jobs prints, and every macro event that moves the tape.
Track FOMC meetings, CPI releases, NFP jobs reports, GDP prints, PCE, retail sales, and every other major macro event that moves equities. Filter by importance.
Ex-dates, yield, payout history, and a DRIP compounding calculator.
Track ex-dividend dates, yield, and full payout history per ticker. Run the dividend reinvestment calculator to model long-term compounding scenarios.
Compare multiple tickers side by side: prices, fundamentals, charts.
Pick two or more tickers and compare price, fundamentals, key ratios, and chart overlays side by side. Useful for picking the best name in a sector.
Test simple strategies against historical data before risking real capital.
Define simple rules (price above SMA 50, RSI under 30, etc.) and backtest them against historical data per ticker. See entry/exit P&L, win rate, and max drawdown before committing capital.
03Market Data
Live streaming quotes for US stocks, ETFs, and indices.
Pro subscribers get live streaming quotes for US-listed stocks, ETFs, and major indices, refreshed continuously during market hours. Free users see prices on a 15-minute delay — enough to learn the app without paying for live data.
Swift Charts with candlesticks, indicators, multi-stock comparison.
Native Swift Charts with timeframes from intraday to five years. Candlestick and line modes with gradient fills. Pinch to zoom, drag to scroll, tap any point for exact values. Pro adds technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands), multi-stock comparison overlays, and color-coded volume.
SMA, EMA, RSI, MACD, Bollinger Bands — all configurable.
SMA (20 & 50) and EMA (12 & 26) overlays on the price chart. RSI (14-period) and MACD in dedicated sub-charts. Bollinger Bands with configurable deviation. Toggle each on or off per ticker.
Pre-market and after-hours prices from 4 AM to 8 PM ET.
The market doesn't stop at 4 PM. Pro subscribers see pre-market data starting at 4:00 AM ET and after-hours data through 8:00 PM ET, with extended-session segments rendered on the chart alongside regular-hours bars.
04Portfolio
Organize tickers into unlimited watchlists, synced across devices.
Create unlimited watchlists to organize positions, sector picks, earnings plays, or any grouping you like. Each row shows price, daily change, and a mini chart. Drag to reorder; swipe to set alerts or remove. Sort by name, price, percent change, or volume. iCloud-synced via SwiftData + CloudKit.
Free users get 5 stocks per watchlist. Pro removes the cap.
Free tier limits each watchlist to 5 tickers — enough to learn the app. Pro removes the cap entirely so you can track sectors, themes, and full portfolios without compromise.
Track unrealized P&L per position with cost basis and share count.
Enter purchase price and share count and see unrealized gains and losses per position and across the portfolio in dollars and percent. Sort by P&L, return, value, or symbol. No brokerage connection — your data stays local.
Log every trade with entry, exit, notes, and realized P&L.
Build a disciplined record of your wins, losses, and lessons learned. Every entry includes ticker, entry, exit, realized P&L, and freeform notes. Stored locally for privacy.
Tell the app your horizon and style; AI sections re-order to match.
Onboarding asks your investment horizon (day, swing, long-term) and style. The app uses that to re-order AI dossier sections, audio briefings, and Today's Briefings so the most relevant content surfaces first. iCloud-synced across devices.
A morning carousel of AI briefings for your top watchlist tickers.
Open the dashboard each morning and see a carousel of AI-generated briefings for the top five tickers on your watchlist. Tap any to play, swipe to skip. The fastest way to start the trading day.
05Alerts
Six alert types delivered by push, even when the app is closed.
Price target, percent change, 52-week high or low, volume spike, earnings reminder, and after-hours move — all evaluated server-side over a real-time WebSocket and delivered as push notifications. Free users get one price-target alert; Pro users get unlimited alerts of all six types.
06Widgets & Live Activities
Inline, circular, and home screen widgets for prices and watchlists.
Lock screen inline widgets show ticker and price. Circular widgets surface percent change. Home screen widgets cover single-stock and watchlist layouts at small, medium, and large sizes. Updates throughout the trading day.
Pin a stock to the lock screen or Dynamic Island and watch it tick live.
Pin any tracked stock to the lock screen or Dynamic Island and the price ticks in real time without opening the app. Compact, minimal, and expanded presentations on supported iPhones, all backed by a server-side WebSocket so updates arrive instantly.
Glance at your favorite ticker right on your watch face.
Apple Watch complications in circular, rectangular, and graphic families. The watch app refreshes via WatchConnectivity in the background and renders without depending on the iPhone being unlocked.
07Platform
One purchase, every device. Native UI on each platform.
Buy once, run everywhere. iPhone gets a polished five-tab UI. iPad uses an adaptive NavigationSplitView. Apple Watch shows complications and a slim companion. Universal Purchase — one App Store transaction unlocks every platform.
Watchlists, alerts, theses, and preferences sync across all your devices.
SwiftData + CloudKit keeps every watchlist, alert configuration, saved thesis, theme preference, and investor profile in sync. Set an alert on iPhone, see it on iPad immediately.
Ten accent colors, four appearance modes, three price color schemes.
Pick from 10 accent colors (Midnight, Blue, Indigo, Purple, Pink, Red, Orange, Green, Teal, Mint), 4 appearance modes (Midnight, System, Light, Dark), and 3 price color schemes (Robinhood, Traditional, Japanese). Themes propagate to widgets and the watch app.