Enables users to create, manage, and analyze investment portfolios with real-time market data, personalized recommendations, and visual representations of asset allocation.
Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.
Enables AI agents to propose stock, ETF, and crypto trades through Alpaca paper trading while enforcing deterministic policy rules and recording every decision in an audit trail.
Personal investment management advisor that exposes tools for accounts, portfolios, trades, market data, strategies, risk control, and advice, enabling AI agents to analyze and provide structured investment recommendations.
Enables comprehensive analysis of Interactive Brokers portfolios through automated data fetching and multi-dimensional analytics. Provides performance, tax, cost, risk, and bond analysis across multiple accounts with rich reporting capabilities.