Integrations
Link the brokers you already use
One place for portfolio context across accounts — ask questions about holdings, history, and risk without hopping between apps.
Co-founded by Ahan
AI for investing research.
Personal AI financial consultant — portfolio-aware answers, accurate research, and automated insights built for real markets.
Connects with
Fidelity
Robinhood
Tradier
TradeStation
Interactive Brokers
Wells Fargo
Coinbase
Public
eToro
Webull
tastytrade
Empower
Chase
Vanguard
Schwab
E-Trade
Binance
Kraken
Community
Built with real investors
Discord community, product feedback loops, and shipping updates that come straight from user interviews.
Dashboard
See your whole portfolio
Connect accounts and build a custom auto-updating dashboard that answers real financial questions.
Research
AI built for markets
Not generic chat — dedicated investing AI with real data when you need it.
Insights
Wake up informed
Automated insights on portfolios and watchlists, including option assignment risk and more.
Product
In the product
My role
Founder & Co-CEO
I co-founded BrokerBotics after building options automation that worked on live accounts. I help with product direction, marketing, socials, newsletters, and customer interviews.
- Marketing, socials & newsletters
- Customer interviews
- Product storytelling
Follow
Social
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