Signal
BULLISH · 74% confidence
Expected Move
±3.2% this week
How It Works
From your goal to a portfolio the AI actively manages, in five automated steps
Your Goal
AI Builds Your Portfolio
Signal + Guardrail Check
Trade Executed
Portfolio Rebalanced
Everything Included in Your Subscription
Stacked isn't one tool, it's a complete AI-powered investment platform. Every feature below comes with one $25/month plan.
Answer a few questions. Get a real portfolio.
Tell Stacked your goals, timeline, and risk tolerance: its AI builds a complete, diversified allocation using the same quantitative methods professional advisors use, not a generic model portfolio.
- ✓Personalized allocation from your actual goals & risk tolerance
- ✓Runs a real optimizer: efficient frontier, correlation & drift analysis
- ✓Explains every holding: why it's there and what role it plays
- ✓Cross-checked against live fundamentals before it's finalized
Let the algorithm manage it, on your terms
Turn on automatic mode and Stacked rebalances your portfolio for you: it checks trend, volatility, correlation, and fundamentals before every single trade, and never exceeds the caps you set.
- ✓You set per-trade and daily caps as a percentage of your account: hard limits, always enforced
- ✓Live signal check before every trade, automatically shrinks or skips a trade when conditions look unfavorable
- ✓Manual approval is the default, automatic mode is opt-in and can be switched off instantly
- ✓Standing authorization expires every 90 days, never a silent auto-renewal
Your entire portfolio, always accurate, never a spreadsheet again
This is the command center: real cash, real buying power, and real holdings pulled live from your own Alpaca or Interactive Brokers account, not a snapshot you have to remember to update by hand. See every trade the moment it happens, whether you approved it or Stacked did automatically, and switch which portfolio Stacked manages without rebuilding anything from scratch.
- ✓Live cash, buying power & holdings straight from your broker, always current
- ✓Your money stays in your own brokerage account, Stacked never holds a cent of it
- ✓Every trade explained: what it was, why it happened, approved or automatic
- ✓Switch your active portfolio in one click, no starting over
See exactly where your portfolio stands
Plot your current holdings against an ideal investor profile and get an instant visual gap analysis: what's overweight, what's missing, and what to fix first.
- ✓Visual map of your current allocation vs. your ideal profile
- ✓Compare against system profiles or build your own
- ✓AI-generated gap analysis with a prioritized action plan
- ✓Save snapshots and track how your portfolio evolves over time
Ask anything about a stock, ETF, or crypto
Chat with Stacked's AI to look up live prices, fundamentals, and recent news, compare tickers, or ask an investing question in plain English, with full conversation memory, not one-off lookups.
- ✓Knows your own portfolio: ask "what's going on with my account"
- ✓Live price, volume & 52-week range for stocks, ETFs & crypto
- ✓Fundamentals: P/E, dividend yield, ETF holdings & expense ratios
- ✓Recent news to explain what's driving a move
- ✓Multi-turn chat: ask a follow-up without repeating yourself
Understand what you're buying before you buy it
Research any stock or ETF the way a long-term investor should: fundamentals, dividends, expense ratios, and a real growth projection, not just a price chart.
- ✓Full investment thesis: why to hold for 10 years
- ✓Key fundamentals: P/E, dividends, debt & earnings growth
- ✓ETF breakdown: expense ratio, top holdings & sector allocation
- ✓Interactive compound growth calculator with historical CAGR
Still there when you want a fast technical read
Upload a chart or type a ticker for an instant technical breakdown: live price, volume, indicators, options flow, and a clear signal, in about 15 seconds.
- ✓RSI, MACD, ATR, Bollinger Bands & support/resistance
- ✓Options flow, put/call ratios & smart-money positioning
- ✓Trade setup with entry, stop-loss & price targets
- ✓Statistical edge: historical win rate for similar setups
Built Like Institutional Software
The infrastructure behind every feature, not just the features themselves
Institutional-Grade Quant Engine
Monte Carlo simulations, efficient frontier optimization, and correlation analysis: the same math professional advisors use.
Safety Guardrails, Built In
Every automatic trade passes a live signal check against percentage-based caps you control, with standing authorization that expires every 90 days.
Your Own Brokerage, Your Own Money
Connect Alpaca or Interactive Brokers directly. Stacked trades through your own account, your money never touches ours.
Real Data, Never Invented
Live prices, financials, and news pulled from real market data providers: every number is sourced, nothing is guessed.
Analysis Whenever You Want It
A fast technical read on any chart or ticker is always one click away, without ever leaving your portfolio.
Claude AI Throughout
Every recommendation, analysis, and portfolio note is generated by Claude, Anthropic's frontier AI model.
A Real Alternative to Spreadsheets and 1%-a-Year Advisor Fees
See how Stacked stacks up against managing it yourself or paying someone else to.
| DIY / Spreadsheets | Traditional Advisor | Stacked | |
|---|---|---|---|
| Cost | Free, but your time | ~1%/year of assets, forever | $25/month flat |
| Rebalances automatically | Sometimes | ||
| Built by a real optimizer | Sometimes | ||
| You keep control of your own money | Sometimes | ||
| Explains every decision in plain English | Sometimes | Sometimes | |
| Available any time, not by appointment |
Simple, Transparent Pricing
One plan. The entire platform. Cancel anytime.
after your free trial ends
No charge for 7 days. Cancel anytime.
🔒 Secure payment via Stripe
Questions Before You Start
Is my money safe?
Stacked never holds your money. You connect your own Alpaca or Interactive Brokers account, and every trade executes directly there. Stacked can place orders within the limits you set, it can never withdraw or transfer funds.
What if I don't want the AI trading for me?
Automatic trading is opt-in and off by default. Manual approval, where you personally approve every trade before it happens, is the recommended starting point. If you do turn on automatic mode, it's capped by percentage-based limits you set (shown in dollars at trade time) and standing authorization expires every 90 days.
Can I cancel anytime?
Yes. Cancel from your account any time, no long-term contract. Your 7-day free trial means you won't be charged at all if you cancel before it ends.
Does the AI actually use real data?
Every recommendation is grounded in live prices, real fundamentals, and current news pulled from real market data providers. Numbers are never invented, and every ticker is verified against your broker's own tradable-asset list before it's ever recommended.
I already have a portfolio elsewhere. Can I use Stacked?
Yes. Import your existing holdings and get an instant gap analysis against your ideal allocation, with specific recommendations to close it, no need to sell everything and start from zero.
Which brokerages does Stacked work with?
Alpaca and Interactive Brokers today. Connect the one you already use, or open a new account with either directly from Stacked.
Stop guessing. Start managing your money like a professional does.
Build a complete portfolio in minutes, watch it stay accurate and in sync with your real brokerage account, and let Stacked handle the rebalancing within limits you control, or approve every trade yourself. Try the entire platform free for 7 days, cancel before the trial ends and you won't be charged a cent.
$25/month after trial. Cancel anytime.