Rallies
Aggregates financial accounts, uses AI agents to monitor holdings, provides portfolio-aware chat, and offers stock screening and discovery.
This is a portfolio management platform that aggregates financial accounts and uses AI agents to monitor holdings and provide insights. It serves self-directed retail investors and executives who want a unified view of their finances. The platform differentiates itself by offering portfolio-aware AI chat and continuous monitoring across brokers, banks, and crypto wallets.
Key features
- Connect brokers, banks, and physical assets
- Chat against your full investment life
- Agents monitor money and markets 24/7
- Discover stock ideas through catalysts and themes
- Arena shows AI-managed portfolios over time
- Anonymized community portfolio data
- AI stock screener with filters
- Net worth tracking across accounts
- X0.6/day
GTM channels
- Blog
- Partner program
- Affiliate program
- Community
- API
- Docs
ICP
- Consumers general
- Executives founders
- Financial services firms