What it sells
Building Autonomous Research Agents for Trading
Business model breakdown
Buyer: who owns the budget?
UnverifiedIndividual retail investor (self-serve); no business buyer.
Trigger: what makes them buy now?
UnverifiedWants one consolidated view of holdings across several brokerage accounts and research on what to trim or add.
Workflow: what inputs become what output?
Connect brokerage via SnapTrade (or upload CSV), see all accounts in one dashboard, review per-position suggestions (e.g. trim NVDA), market news, and chat/Portfolio Lab analysis; user trades at own broker.
Economics: what it saves and how it charges
Free during early access; Terms say parts may become paid subscriptions billed via Stripe. No custody or trading.
Distribution: how it reaches customers
Self-serve web signup; 'works with 32 brokerages' checker on homepage.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2026 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.