Features

Everything You Need to Research Smarter

AI-powered tools for stocks, crypto, ETFs, metals, commodities, and fixed income, all in one platform.

psychology

AI Research Engine

Multiple AI models analyze markets simultaneously, delivering multi-perspective insights with streaming, chain-of-thought reasoning.

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Market Intelligence

Near real-time market data, interactive charts, cross-market correlations, and regime detection across every asset class.

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Portfolio & Net Worth

Track positions, map your full balance sheet, assets, liabilities, and true net worth.

psychology Intelligence
AI-Powered Research & Analysis
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What's driving today's tech rotation?
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Rates rallying after the CPI print pulled long-duration names higher. Semis lead on volume; cyclicals lag.
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Multiple AI engines analyze markets from different perspectives with streaming, chain-of-thought reasoning.

psychology Multi-AI Research auto_awesome AI Trade Ideas wb_sunny Daily Briefings groups Multi-Perspective chat_bubble_outline Research Workspaces forum Community Sentiment
tune Adaptive AI
AI That Meets You Where You Are
Beginner Intermediate Advanced Pro
auto_awesome AlgoForgeX AI Tuned to your level
Tech is leading on rate relief. Semis are driving the move while cyclicals lag, and volume's confirming the rotation, not just price.

Set your experience level and the AI calibrates accordingly across every research call, briefing, and analysis. Plain-English explanations when you're learning; pro-grade depth when you're not. The setting follows you everywhere, with no toggling and no per-prompt instructions.

tune Four Experience Levels auto_awesome Calibrated Responses all_inclusive Consistent Everywhere switch_account Change Anytime
smart_toy Portfolio Assistant
Ask Anything About Your Portfolio
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What's driving my risk profile right now?
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Your Sharpe of 1.51 is healthy, but your top position at 34% weight is the dominant risk contributor: beta of 1.56 with a 35% rolling vol makes it twice as volatile as the rest of the book combined.
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How concentrated am I?
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A conversation about your portfolio, not a generic chatbot. Every question lands against your real positions, your stated goal, the current market regime, and the risk picture as it stands right now. Goal-aware suggested questions get you started; follow-ups thread the conversation.

account_balance_wallet Knows Your Positions flag Goal-Aware Prompts forum Follow-Up Threading history Question History shield Risk-Context Aware tune Tuned to Your Level
account_balance_wallet Portfolio
Portfolio Management & Tracking
Net Worth
$487K
+12.4%
Tech 34%
Financials 24%
Crypto 20%
Bonds 13%
Cash 9%

Import from any broker via CSV or Excel, and immediately make every AI call, risk view, and analysis portfolio-aware. Multi-portfolio P&L tracking with sector views, dividends, and a complete balance sheet across market and non-market assets.

upload_file Import from Brokers account_balance_wallet Portfolio Tracking savings Assets & Net Worth view_quilt Model Portfolios receipt_long Paper Trading menu_book Trade Journal payments Tax Analytics
science Analytics
Risk Analysis & Backtesting
Backtest Equity
$142,308+42.3%
Sharpe
1.84

Study how strategies would have behaved across history, examine exposure, and explore outcomes under different assumptions for deeper research insight.

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Market Data & Screening
SPY · 1D
Near Real-Time

Near real-time prices, multi-factor screeners, cross-asset correlations, and macro context, aggregated from multiple providers for research and study.

show_chart Near Real-Time Data filter_alt Smart Watchlists compare_arrows Correlation Explorer public Macro Browser
link Crypto
On-Chain Research for Bitcoin & Ethereum
On-chain & price
90 days
BTC ETH

Dedicated research surfaces with on-chain analytics, the same data layer powering our intelligence features.

currency_bitcoin Bitcoin Research diamond Ethereum Research
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Fixed Income & Fundamentals
US Treasury Yield Curve
3M 2Y 5Y 10Y 20Y 30Y

Yield-curve mechanics, fundamentals comparison, and event tracking, in one workflow.

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Education & Resources
Glossary
Sharpe Ratio
A measure of risk-adjusted return.
Tutorial
Your First Backtest
Step through running a strategy against history.
Glossary · Active
Drawdown
The peak-to-trough decline of an investment, used to study downside risk and recovery time.

A learning track tailored to each tier, daily market reading published regularly, a built-in glossary, step-through tutorials, and a personal task list to keep you moving.

school Learning Tracks menu_book Daily Reading spellcheck Glossary play_lesson Tutorials task_alt Personal Tasks notifications Smart Notifications

Ready to Get Started?

Join AlgoForgeX and take your market research to the next level.