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7 rule-based modelsPro
Mean-reversion and momentum setups (Rayner RSI, Triple-RSI, RSI(2), IBS, Williams %R, combos, hedged calendar spreads) — each with defined entry, exit and a trend filter. You enable the ones you want to run — or write your own in the Custom Strategy builder and backtest it.
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Live market scannerPro
Scans your watchlists on a schedule and flags every symbol currently meeting a model's entry or exit condition, with a count of how many models agree. Filter by daily volume, and pull up estimated exit levels with live-or-modeled call/put premiums for any symbol. Informational only.
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Optional rules-based order routingElite
If you choose to, the software can place orders into your own Interactive Brokers, Questrade or Alpaca account when your enabled rules — the built-in models or your own custom stock and option strategies — trigger, within the caps you set, sized as a % of your live account if you like. Or queue them for you to place manually. It never holds your money and you can disarm it or hit the kill switch at any time. Live routing isn't offered to US residents yet — they get paper mode.
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Unlimited watchlists
Build as many named lists as you like — by strategy, sector, conviction — with unlimited symbols each. Every scan, backtest and screener runs against the list you choose.
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Unlimited backtests
Apply any model to years of historical data, per symbol or a whole list — hypothetical win rate, profit factor, drawdown and a full trade log. No run limits. On Pro, backtest your own custom strategies too, with max drawdown and a comparison against SPY buy-and-hold. Backtests are hypothetical and don't predict future results.
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Real options simulator
The new Position Lab builds any position from real contracts, with live win odds, risk/reward, a payoff chart with a time scrubber and a date × price grid. The Strategy Finder starts you from 58 strategies. Quick Trade tests a single call/put in seconds, Price Targets shows what stock price hits your target on any day, and a past-date mode back-tests a trade on that day's real historical chain.
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Support & resistance finder
Pivot-based support and resistance levels for any ticker, from 1-minute to weekly charts, ranked by how often price turned there, with the call and put premium at each level and a flag when the latest bar breaks through one. Tunable settings; informational only.
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Position-sizing & entry tools
Risk-based position-size calculator, a Smart Entry scanner and analyzer, and an earnings-reversal screener — size every trade before you place it.
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Next-day price modelPro
A statistical model that outputs an estimated next-session price range for the symbols you follow, with its own backtest, refreshed nightly. It is a model estimate, not a forecast or a recommendation.
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AI scanner & assistantPro
Optionally run a Claude or OpenAI text summary alongside the mechanical signal, plus an AI stock-news scraper and scan history — and a built-in AI help assistant for product questions on every page. AI output is informational and not advice.
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Risk-adjusted analytics
Daily / monthly P&L and CAGR, per-symbol breakdowns, open-position tracking — and a Performance tab with Sharpe, Sortino, max drawdown, recovery factor, expectancy and payoff ratio so you can judge risk, not just return.
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Automatic trade-history sync — US & Canada
Import your trades and deposits automatically from Questrade, Interactive Brokers, Alpaca and Tradier by API, or connect Wealthsimple, Robinhood, Schwab, Fidelity, E*Trade, Vanguard, Webull and 20+ more via SnapTrade — read-only, for the analytics. No API? Upload a CSV; common brokerage formats are recognised. Broker names are the property of their owners and do not imply any partnership or endorsement.
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Multiple brokerage accounts
Track TFSA, RRSP, Margin and more as separate sub-accounts — each with its own trades, P&L and analytics. Every report has an account selector. Paper fills stay apart from live.
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Invoices & tax receipts
An emailed, downloadable invoice after every payment. For Canadian customers, GST/HST-compliant tax invoices with the registration number, per-province tax and totals — computed automatically at checkout.
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Discipline & guardrails
A rules-based discipline tracker plus per-trade sizing, daily order caps, max open positions, market-hours-only, a watchlist allowlist and a one-click kill switch. Log a trade from a past date, roll a position into a new strike or expiry, and add or withdraw capital — all without it throwing off your daily/weekly targets.
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Exit Signal Engine
Continuously re-checks your open positions against each model's exit condition and surfaces the ones a model would exit — informational, so you can decide.
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Security first
Broker tokens and API keys are encrypted at rest, credentials are write-only over the API, and stale accounts can be auto-disabled. Your trade data is never sold.
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Runs while you're away
Scanning, exit-checks and (if you enable it) order routing run server-side on your schedule — no browser tab, no local software to keep open.