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Description
Intellectia.AI is a cutting-edge platform focused on investment analysis across stocks, ETFs, and cryptocurrencies, delivering insights comparable to Wall Street for the next generation of investors. By leveraging advanced language models, Intellectia.AI employs specialized agents to convert complex financial expertise into easily digestible information for everyday investors.
The platform enhances the investment decision-making process with features like one-click technical analysis, which allows users with no prior experience to effortlessly interpret complex trading charts. Its daily stock pick feature provides curated recommendations based on thorough AI analysis, helping investors identify optimal buying and selling opportunities. Additionally, the financial copilot offers instant responses to user inquiries, ensuring access to insights refined by financial expertise.
Intellectia.AI's mission is to democratize financial intelligence through AI technology, making valuable information accessible to all investors and effectively bridging the gap between Wall Street and Main Street.
Description
Embrace the mindset of a strategic investor by developing, testing, and applying your own rule-based investment strategies. Discover why both industry experts and researchers place their confidence in Portfolio123. Transform your account management experience like never before. Every tool and feature you rely on has been innovatively redesigned and significantly enhanced. Take advantage of complimentary real-time quotes, utilize free analytical investor resources, manage several accounts seamlessly, place orders directly with your broker, and keep a detailed record of your investment choices. Benefit from the finest data available, professional-grade quantitative tools, an adaptable yet intuitive workspace, an exceptionally fast simulation engine, and insights from an expert community. We are committed to revolutionizing the investment landscape. Our vision is to empower individuals to invest in stocks, boost their potential for superior returns, and lead fulfilling lives. Regardless of the amount of time you wish to commit to your investment strategy—whether you prefer a "set it and forget it" approach or wish to delve into concepts like free cash flow and factor models—effective portfolio management should be accessible to everyone, regardless of their experience level. Ultimately, our goal is to make the world of investing more inclusive and rewarding for all.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
ChatGPT
Microsoft Azure
Polygon.io
TradingView
YouTube
Integrations
Amazon Web Services (AWS)
ChatGPT
Microsoft Azure
Polygon.io
TradingView
YouTube
Pricing Details
$11.96 per month
Free Trial
Free Version
Pricing Details
$9 per 21 days
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Intellectia.AI
Founded
2023
Country
United States
Website
intellectia.ai/
Vendor Details
Company Name
Portfolio123
Website
www.portfolio123.com
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection