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MoatRadar
✓ verifiedFreemium
AI stock and asset screener that surfaces wide-moat opportunities in the style of 40+ famous investors.
581 saves
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PortfolioPilot
✓ verifiedFreemium
AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
124K visits/mo14K saves
Pricing
No public pricing
Free: $0/month (net worth tracking, retirement planning, portfolio assessment)
Gold: $20-29/month (adds personalized investing recommendations, hidden fee detection)
Platinum: $49-99/month (adds fee optimization, unlimited AI assistant, custom simulations)
Pro: $99-149/month (adds quarterly expert call, private equity modeling)
Free trial available
Core features
- ✦AI screening of stocks, startups and crypto for moats
- ✦Invest-like-a-legend mode using 40+ investor styles
- ✦Custom filters (P/E, moat score, growth and more)
- ✦Preset frameworks (Magic Formula, dividend screens, etc.)
- ✦Credit-based scans with fast results
- ✦Free credits via promo sign-in
- ✦Net worth aggregation across brokerage, retirement, and crypto accounts
- ✦AI-driven portfolio strength scoring and risk alerts
- ✦Personalized investment recommendations tied to goals and tax impact
- ✦Continuous tax optimization suggestions
- ✦Retirement and estate planning scenario modeling
- ✦Hidden fee detection on paid tiers
- ✦10-day free trial on paid plans
Use cases
- →Finding wide-moat stocks quickly
- →Screening in the style of famous investors
- →Applying quant frameworks to asset selection
- →Evaluating startups and crypto for moat potential
- →Consolidating all investment and retirement accounts in one dashboard
- →Getting AI-generated portfolio rebalancing suggestions
- →Modeling retirement or estate planning scenarios
- →Identifying hidden fees across linked accounts
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