Your guide to smarter investing and lasting wealth
Our Features
Features That Empower Smarter Investing
Tools to help you analyze, plan, and grow your portfolio with confidence.
Smart Market Insights
Get personalized summaries of stock movements, trends, and news — tailored to your portfolio and risk level.


Track your holdings with dynamic charts and risk alerts that adapt to market shifts — stay one step ahead.
Goal-Based Investing
Define your targets and track progress as StockAI helps you stay aligned with your financial goals.
Centralized Portfolio Tracking
View all your stocks, options, and assets in one smart dashboard — updated in real time for complete clarity and control.
Invise AI Chat
Your intelligent co-pilot for every market move. Ask real questions about stocks, strategies, or terms and get clear, actionable answers in seconds. Invise learns from your conversations to deliver sharper insights, personalized to how you invest.
Integrations
Connect Your Accounts Securely With Plaid
Seamlessly link your favorite platforms — from Robinhood to Fidelity — and see your entire financial picture in one dashboard.
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