Platform that aggregates investment accounts from multiple brokerages for people living outside of the US with PDT rule protection
Simplified portfolio management across multiple brokerages
Avoidance of Pattern Day Trader rule restrictions
Consolidated view of holdings and performance metrics
8×
5-Yr Growth
Medium
AI Confidence
A single dashboard platform that allows users to link investment accounts from different brokerages to view all holdings and performance metrics in one place, providing tools to analyze investments without triggering Pattern Day Trader rules
Simplified portfolio management across multiple brokerages
Avoidance of Pattern Day Trader rule restrictions
Consolidated view of holdings and performance metrics
Advanced investment analysis tools
AI confidence: medium
Year 1
1K users
Year 3
6K users
Year 5
15K users
A multi-channel strategy focused on sustainable, compounding growth.
people living outside of the US facing restrictions with the Pattern Day Trader rule and looking for ways to work around it
A single dashboard platform that allows users to link investment accounts from different brokerages to view all holdings and performance metrics in one place, providing tools to analyze investments without triggering Pattern Day Trader rules
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