Premium Features
Monthly Momentum Basket Allocation
Our proprietary algorithm analyzes the top-performing NASDAQ 100 stocks and provides you with the optimal portfolio allocation for the month.
- Monthly rebalancing recommendations
- Top 5-10 momentum stocks identified
- Optimal allocation percentages
- Performance tracking and analytics
- Override capability - you maintain full control
Secure Portfolio Integration
Connect your brokerage account securely using the latest OAuth 2.0 technology. Your credentials are never stored on our servers.
- OAuth 2.0 secure authentication
- Real-time portfolio synchronization
- Bank-level encryption
- No password storage - read-only access
- Support for major brokerages
Portfolio Analysis & Recommendations
Get detailed insights into your current portfolio performance and receive personalized recommendations based on momentum strategies.
- Real-time portfolio performance analysis
- Risk assessment and diversification metrics
- Personalized buy/sell recommendations
- Performance attribution analysis
- Tax optimization suggestions
Strategy Management
Create, test, and manage multiple trading strategies with our advanced backtesting engine and portfolio management tools.
- Create custom momentum strategies
- Instant backtesting with real market data
- Strategy performance comparison
- Easy strategy addition and deletion
- Automated strategy execution
How It Works
1. Connect Your Account
Securely link your brokerage account using OAuth 2.0. No passwords stored, read-only access.
2. Receive Monthly Allocations
Get monthly momentum basket recommendations with optimal stock selections and allocation percentages.
3. Execute & Monitor
Implement recommendations or override as needed. Monitor performance with real-time analytics.
4. Optimize & Profit
Use portfolio analysis to optimize your holdings and maximize returns with momentum strategies.
Choose Your Trading Level
Start free, upgrade when you're ready to profit.
Free Backtesting
- Unlimited backtesting
- Interactive charts
- Export results
- No registration required
Trade Alerts
- Everything in Free
- Real-time trade alerts
- Weekly performance charts
- Email & SMS notifications
Momentum Basket for Traders
- Everything in Trade Alerts
- Momentum Basket Strategies
- SANDBOX Trading Practice
- Strategy Backtesting
- Advanced Analytics
Momentum Basket Trading
- Everything in Momentum for Traders
- Automated Trading
- Real Broker Connections
- Portfolio Management
- Buy/Sell Automation
Managed Account
- All Premium Features
- Dedicated RIA
- Personal Strategy
- Direct Communication
- Portfolio Management
- White-Glove Service
RIA Agent Setup
- All Premium Features
- Client Management
- Custom Software
- Multi-Client Dashboard
- Advanced Reporting
- 📄 RIA Proposal PDF