Free analysis · Plaid-powered · Read-only

Turn your
portfolio into
daily decisions.

Sync in 60 seconds and get a plain-English portfolio analysis: what will pay you, what is too concentrated, what changed today, and what move is worth reviewing next. Built for self-directed investors who want answers, not another dashboard.

Free 15‑day trial No credit card Cancel anytime

Founding member pricing — $8/mo, locked in. The first analysis is free. Keep the full system after trial only if it earns a place in your routine.

60 secbrokerage sync

$0to start today

15 daysfull Pro access

$8/mofounder price

YOUR MORNING BRIEFING Today, 7:02 AM

SCHD lifts income; AAPL concentration is now your biggest risk.

↑

SCHD · +$14 projected income

Dividend raised 2.8%. Your 84 shares now project $312/yr, up from $298.

AAPL · concentration alert

Now 34% of portfolio after last week's rally. Your personal rule caps single positions at 20%.

📅

Ex-dividend in 3 days

Hold VZ by Thursday to capture the $0.6775 payment — ~$54 based on your shares.

Projected annual income $4,182 → $4,847 with DRIP

Dividend engine DRIP‑compounded

Month‑by‑month, per‑share. Updates the second you trade.

AI strategist Grounded in your holdings

Answers reference your exact symbols and dollar amounts.

First report, same day

Get a useful read before you ever see a paywall.

Connect one brokerage, get a useful analysis immediately, and leave with a clearer action list even if you never become a paying customer.

✓ Income forecast Annual income, next payments, DRIP impact, and month-by-month cash flow.

✓ Risk readout Concentration, sector drift, drawdown exposure, and personal rule breaches.

✓ AI briefing Plain-English update using your actual symbols, dollar amounts, and catalysts.

✓ Next move to review A prioritized action queue so you know what deserves attention first.

Why investors pay

Your broker shows you balances. Stackz shows you what to do next.

Stackz AI turns raw brokerage data into three outcomes serious investors care about: projected income, risk visibility, and decisions they can defend.

See your future income

Dividend projections, month by month.

Per‑share math on your actual holdings, reinvested automatically, snowballed through year‑end.

Current annual income$4,182

With DRIP compounding$4,847

Next payment (VZ)$54 · Apr 28

Catch risk before it bites

Concentration alerts you'll actually read.

Set your own rules — max 20% in one stock, 5% yield floor, no more than 35% in tech — and get scored daily.

AAPL weight34% · over limit

Tech sector41% · over limit

Portfolio scoreB+ · 2 breaches

Decide with AI, not vibes

A strategist that names your stocks.

Morning briefings, mover explanations, and coaching all reference your actual positions, sectors, and numbers.

Today's driverNVDA +2.4%

P&L impact+$243

AI suggestionTrim 10% → SCHD

Inside the platform

Everything your broker should show you but doesn't.

Built for self‑directed investors: AI‑driven briefings, dividend projections that update when you trade, concentration alerts, and scenario modeling.

Dividend Intelligence — DRIP compounding projections, per-share rates, and income tracking

See exactly how much income your portfolio will generate.

DRIP compounding shows month‑by‑month income growth: current shares, dividend per share, reinvestment gains, and the snowball effect through year‑end.

AI Daily Briefing — structured morning analysis with drivers, risks, and action items

A morning briefing written by AI that knows every position you own.

What moved, why it moved, upcoming earnings and ex‑dividend dates, and the one action to take today. Never generic market news.

Portfolio Twin — scenario lab with DRIP projections, trade modeling, and projected outcomes

Ask "what if?" before you commit a single dollar.

Trim AAPL, add to SCHD — see the projected income shift instantly. The Portfolio Twin models rebalancing impact, sector returns, and compounding changes in real time.

How it works

Zero to AI‑powered portfolio intelligence in three steps.

No CSV uploads. No manual data entry. No spreadsheet formulas. Connect your broker once and get a first useful read before the trial clock matters.

Link your brokerage in 60 seconds

Connect via Plaid. Read‑only access means we can see your holdings and dividends but can never trade, withdraw, or move your money.

AI analyzes everything

Within seconds: projected dividend income, concentration risks, sector breakdown, upcoming catalysts, and a personalized briefing tailored to your exact positions.

Decide with confidence

Model trades before committing capital, track which ideas actually worked, and let AI coaching answer questions grounded in your real portfolio — not generic advice.

Simple pricing

Try everything free for 15 days.

No credit card to start. Use the full product first, then pay only if the daily briefing and portfolio checks are worth keeping.

Free 15‑day Pro trial

Pro · after trial

$8 /month

Founder pricing · cancel anytime · no annual commitment

Up to 5 brokerage accounts via Plaid
Daily AI briefings & position‑level coaching
DRIP dividend projections & Income Oracle
Portfolio Twin, Monte Carlo & scenario lab
Mandate engine, risk metrics & stress testing
Quant tearsheets, backtesting & PDF reports

No credit card required to start · Secure billing via Stripe

Premium 15 broker accounts · enterprise workspace

$15 /mo

Free plan available — link 1 brokerage, core tracking. No card, no trial clock.

Honest answers

Before you sign up, you probably want to know…

Can Stackz AI trade my account or move my money?

No. The Plaid connection is strictly read‑only. Stackz AI can see your holdings, dividends, and activity so it can analyze them — it cannot place trades, withdraw funds, or move cash. Ever.

Which brokerages are supported?

Any brokerage supported by Plaid — including Fidelity, Schwab, Robinhood, E*TRADE, Vanguard, Webull, SoFi, Merrill, Wells Fargo and most US institutions. If your broker isn't listed, let us know and we'll prioritize it.

How does the free trial work?

You get 15 days of Pro access — every feature, every analysis, every AI call. No credit card required to start. If you love it, Pro is $8/month after (cancel anytime). If not, your account drops to the free plan — you keep core tracking for one linked brokerage, forever.

Can I cancel? What happens to my data?

Cancel anytime from your settings — one click, no confirmation calls, no retention offers. On request, we delete your stored portfolio data within 30 days.

Is my financial data secure?

Brokerage credentials stay with Plaid — we never see them. Your portfolio data is encrypted in transit (TLS) and at rest. Billing runs through Stripe. No data is sold to third parties — that's not our business model.

Is this investment advice?

No. Stackz AI is an educational analytics tool. We surface data, projections, and AI analysis about your portfolio — you make every decision. Nothing here is a recommendation to buy or sell any security.

Security & trust

Powerful intelligence, zero risk to your money.

Stackz AI can analyze everything in your portfolio but can never trade, withdraw, or move a single dollar. Here's how that works.

Read‑only sync

The brokerage connection analyzes positions and activity but cannot trade, withdraw, or move cash. Structurally impossible.

Encrypted storage

Portfolio data encrypted at rest and in transit. Brokerage credentials stay with Plaid — we never see them.

Plaid‑secured ingest

Same security rails used by Venmo, Robinhood, and Chime. Not improvised credential collection.

Your data, your call

Every action is reviewable. Disconnect your broker or delete your account in one click — data removed on request within 30 days.

Your portfolio is already generating data. Let AI turn it into decisions.

Connect your brokerage in 60 seconds. See your projected income, biggest risks, and first AI briefing before you close this tab.

No credit card Read‑only access Cancel anytime

Why it exists "Your portfolio is up 2.4%" tells you nothing useful.

Stackz AI was built to answer the question your broker won't: what is my money actually doing? Every position, every dividend, every risk — named.

Turn your portfolio into daily decisions.