卖什么
Building Autonomous Research Agents for Trading
商业模式拆解
买家：谁掌握预算？
未核实Individual retail investor (self-serve); no business buyer.
触发点：什么让他们现在购买？
未核实Wants one consolidated view of holdings across several brokerage accounts and research on what to trim or add.
工作流：什么输入变成什么输出？
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.
经济账：省了什么，怎么收费？
Free during early access; Terms say parts may become paid subscriptions billed via Stripe. No custody or trading.
渠道：怎么接触到客户？
Self-serve web signup; 'works with 32 brokerages' checker on homepage.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2026 夏季 | — | Y Combinator | ycombinator.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.