Turn your Strategy Into Action

A simulation uses historical data to show how a strategy would have performed in the past. An investing plan is like a 'live simulation' - it provides real-time recommendations and tracks your actual performance as you implement the strategy with real money.

No, you have complete control. Our suggestions are based on your strategy and trading model, but you can choose which actions to take. You can also use our live screener to research and pick alternative stocks that meet your strategy criteria.

If you choose not to connect your brokerage via Plaid, you input your actual trades into our system, and we track the performance of those positions using real market data. This gives you comprehensive analytics and total return calculations including dividends, compared to benchmarks.

You can modify your trading model or selling strategy at any time. This flexibility allows you to adapt as market conditions change or as you learn more about what works for you. However, a plan is tied to a specific investment strategy. You can always create additional plans for different investment strategies.

Very detailed. We track total return including dividends for each individual holding and your overall plan. You can see annualized returns, compare against benchmarks like the S&P 500, and understand exactly how each position contributes to your overall performance.