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Surmount
✓ verifiedPaid
Automated investing platform letting self-directed investors run AI- and expert-built portfolio strategies on their own brokerage.
1.2K saves
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TradesViz
✓ verifiedFreemium
Feature-rich online trading journal with 600+ statistics, AI query analytics, and broker auto-sync for active traders.
277K visits/mo
Pricing
No public pricing
No public pricing
Free trial available
Core features
- ✦No-code strategy building from any investment thesis
- ✦Automated trade execution and position management
- ✦Dozens of prebuilt, data-driven investment strategies
- ✦Tax-loss harvesting and built-in defensive measures
- ✦Bank-level security connections to major brokers
- ✦Auto-sync trade import from 200+ brokers
- ✦600+ statistics with interactive pivot-grid charting
- ✦Natural language AI query and chat analytics
- ✦Customizable dashboards with 600+ widgets
- ✦Options flow analysis and options simulator/backtester
- ✦Trading calendar and day/trade planning tools
- ✦Real-time stock screener
Use cases
- →Automating a personal investment thesis without coding
- →Diversifying across multiple pre-built strategies
- →Connecting an existing brokerage account to automated trading
- →Applying downside protection during market drops
- →Tracking and analyzing trade performance across asset classes
- →Asking plain-English questions about one's own trading history
- →Practicing strategies risk-free with the trading simulator
- →Planning trades and reviewing setups on a trading calendar
- →Backtesting options strategies before live trading
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