StratifyStratify

An AI assistant that actually does the work.

63 tools that pull live data, run backtests, analyze your portfolio, and explain everything in plain English.

See it in action

Stratify AI

Real conversations. Real results.

AI assistant analyzing a portfolio and suggesting a $50K deployment plan

Portfolio analysis with actionable plans

AI assistant generating trade ideas with confidence levels

AI-generated trade ideas

Intelligence page with AI briefings and signal feed

Market intelligence dashboard

63 tools. Not a chatbot.

Every tool pulls live data, runs real analysis, and returns actionable results.

All 63 toolsacross 8 categories
Portfolio
Get HoldingsView real portfolio holdings with live P&L
Allocation BreakdownSee sector and market cap allocation
Performance vs SPYTrack returns against the benchmark
Linked AccountsManage connected brokerage accounts
Upcoming EarningsSee earnings dates for your holdings
Market Data
Live PriceGet real-time stock prices
Historical DataAccess OHLCV data across timeframes
Top MoversFind biggest gainers and losers
Market OverviewBroad market status and sector performance
Market StatusCheck if markets are open or closed
Search SymbolsFind stocks by name, sector, or industry
Research
FundamentalsCompany profile and key financial metrics
Income StatementRevenue, net income, EPS, and margins
Balance SheetAssets, liabilities, and equity breakdown
Cash FlowOperating, investing, and financing flows
Compare StocksSide-by-side fundamental comparison
Analysis
Technical IndicatorsRSI, MACD, Bollinger Bands, SMA, EMA
Sentiment AnalysisAI-powered Twitter sentiment scoring
Correlation MatrixFind correlations between symbols
Stock ScreenerFilter stocks by volume, RSI, sector, and more
Trading
Run BacktestTest strategies against historical data
Compare BacktestsSide-by-side strategy comparison
Paper TradePlace simulated orders risk-free
Create PortfolioSet up paper trading portfolios
Strategy BuilderSave and manage trading strategies
Alerts
Set AlertPrice, technical, volume, and sentiment alerts
Alert HistoryReview past triggered alerts
Market MapSector heatmap with performance data
Manage AlertsUpdate or remove active alerts
Watchlists
Create WatchlistBuild custom stock watchlists
Manage WatchlistAdd, remove, and organize symbols
Watchlist DetailsView full watchlist with metadata
Track SymbolsMonitor stocks across watchlists
News & Insights
Web SearchSearch the web for any financial info
Finance NewsLatest financial news articles
Market BriefAI-generated daily market summary
Prediction MarketsReal-time Polymarket odds and signals
Interactive ChartTradingView-style price charts

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Portfolio Aggregation

Connect 20+ brokerages

All Features

See everything Stratify offers

Pricing

Free to $99/mo

Try it free — 10 queries on us

No credit card required. Full access to all 63 tools on the free plan.