The complete market research platform

From research to action, in one platform

Deep AI research, live markets across six asset classes, portfolio, risk and options, paper trading, and an institutional-grade exposure engine, unified in one workflow. For educational and informational use.

Start Free Explore the Platform
6
Asset Classes
500+
Companies Mapped
Near Real-Time
Market Data
Multi-AI
Research Engines
What's inside
Not a tool. A platform.
Everything the research-to-action workflow needs, in four connected areas.
psychology

Research & AI

  • Multi-AI deep research
  • Daily briefings & trade ideas
  • AI portfolio assistant
  • Synthesis board & research trails
show_chart

Markets & Analysis

  • Six asset classes, near real-time
  • Custom charts & screeners
  • Cited supply-chain exposure
  • Macro, rates & on-chain
account_balance_wallet

Portfolio & Trading

  • Import from any broker
  • Net worth, income & tax
  • Risk, options & forecasts
  • Paper trading & journal
school

Track & Learn

  • Watchlists, alerts & predictions
  • Learning tracks & glossary
  • Calendar & market events
  • Notifications your way
See every capability →
The flagship

Institutional exposure data, receipts included

The platform reads companies' SEC 10-K filings, extracts who they depend on and where their revenue really comes from, verifies each figure against the filing's own XBRL, and shapes it into a live dependency graph of your portfolio. Every edge is cited to the filing that disclosed it.

verified The data class institutions pay five figures a seat for, at a retail price.
companyExample Corp · 10-K
revenue · US$18.4B · 62%
revenue · intl$11.3B · 38%
reconciled✓ to the dollar (XBRL)
review✓ human-approved
"...revenues attributable to customers located outside the United States were..." — illustrative specimen
Migrate in Minutes

Bring Your Portfolio With You

Export holdings from any broker and drop the file in. Every research call, risk view, and AI analysis instantly understands your real positions.

  • upload_file CSV / Excel imports, no manual entry
  • account_balance Works with any broker that exports your positions
  • auto_awesome AI calls instantly understand your portfolio context
description
Export
from any broker
arrow_forward
AFX
Drop in
we parse it
arrow_forward
auto_awesome
AI context
portfolio-aware
tune
Tuned to You

AI That Meets You Where You Are

Set your experience level and the AI calibrates accordingly: plain-English explanations when you're learning, deeper depth when you're not. The setting carries across every research call, briefing, and analysis.

menu_book
Always Fresh

Daily Market Reading

New articles published regularly with current themes, deeper dives on what matters, and multiple perspectives across asset classes. The platform keeps reading material flowing so there's always something to ground your next session.

smart_toy AI Portfolio Assistant

Your Portfolio, in Plain English

Ask anything: your positions, your goal, what the market just did, what's driving your risk. The assistant reads your real portfolio every time, not a generic ticker list. The same AI that calibrates to your experience level also knows your holdings and the regime you're trading into.

  • account_balance_wallet Every answer grounded in your actual holdings
  • flag Goal-aware question suggestions to get you started
  • forum Follow-up threads keep the conversation contextual
  • shield Risk-aware: pulls in your live Sharpe, drawdown, regime
Goal: Growth 12 positions Sector tilt: Tech Regime: Risk-On
You asked
What's driving my risk profile right now?
auto_awesome AlgoForgeX Assistant
Sharpe of 1.51 is healthy. The dominant risk driver is your top position: beta 1.56 and 35% rolling vol means it sets the tone for the whole book even though it's only a third of the weight.
The workflow
One loop, from question to conviction
Every surface feeds the next, so research turns into a decision you can study, act on in simulation, and learn from.
1

Discover

Screen markets and scan watchlists to surface what's moving across six asset classes.

2

Research

Run multi-AI deep research, grounded in your portfolio and the current market regime.

3

Decide

Weigh risk, exposure, forecasts, and cited evidence, side by side.

4

Act

Model it in paper trading and record it in your journal, no real money required.

5

Learn

Review outcomes and follow your learning track to sharpen the next loop.

Built, not coming soon
Delivered, and running today
Every capability here is live in the product, not a roadmap promise.
check_circleMulti-AI deep research & daily briefings
check_circleSix asset classes with near real-time data
check_circleForecasts, predictions & risk analytics
check_circleOptions, paper trading & trade journal
check_circlePortfolio, net worth, income & tax
check_circleCited SEC exposure & supply-chain graph
check_circleGlobal macro cockpit, rates & FX
check_circleOn-chain research for Bitcoin & Ethereum
check_circleAdviser tools: clients, portal & compliance
Built Right
Enterprise Security. Individual Price.
lock

Bank-Grade Encryption

AES-256 column encryption for sensitive data at rest

speed

Near Real-Time Data

Multi-provider data with cross-source verification

cloud_done

Cloud Native

Enterprise cloud infrastructure with managed identity and auto-scaling

verified_user

Your Data, Your Control

Self-service export and account deletion

Read our full security story →

Ready to get started?

Create your free account and explore the whole platform today.

Create Free Account View Pricing