IXINDYXQUANT
Portfolio intelligence · For investors & RIAs

Institutional-grade portfolio analytics without the institutional price.

One workspace for portfolios, dividends, risk, and tax. Precise valuation, wash-sale-aware harvesting, and an AI analyst grounded in your real holdings.

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No card required · Cancel anytime · Institutional-grade market data · Bank-level security
● 30-day trial Free for 30 days. No credit card required. Full access. Cancel anytime. No auto-charge at trial end.
Pro · Monthly$79 /mo
Pro · Annual$790 /yrSave ~17%
lock256-bit TLS shield2FA verified_userAES-256 at rest fingerprintPer-user data scoping
Coverage EquitiesETFs & FundsDividendsFundamentalsSEC Filings
40+
Analytics modules
190+
Dividend aristocrats tracked
20 yr
Backtest depth
5
Data providers · auto-failover
What it does

Every tool a self-directed investor needs.

Built for people who want professional-grade analytics without learning a Bloomberg terminal. Everything wired together, everything fast.

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Multi-portfolio

Unlimited portfolios. Aggregate or per-account view. Real-time prices from 5 data providers with automatic fallback.

savings

Tax-loss harvesting

Find harvestable losses, dodge wash-sale violations, get replacement-ETF suggestions — including crypto losses with no wash-sale wait.

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payments

Dividend intelligence

8-factor safety scoring per holding, DRIP modeling, payment calendar, growth forecasts. Income investing done right.

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Risk lab

Monte Carlo across 4 statistical models, 12 historical stress scenarios, factor attribution. Know your worst case before it happens.

psychology

AI assistant

Ask in plain English: "Which positions should I harvest for taxes?" The AI sees your real portfolio and answers contextually.

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Charts & technicals

Professional charting, 100+ indicators, drawing tools, multi-pane layouts. Real-time WebSocket quotes.

Built for

One platform. Four kinds of investors.

Self-directed

Own your money

Institutional-grade tools without paying $25k for a Bloomberg terminal.

Analytics · Screeners · Alerts
Income

Dividend investors

Safety scores, DRIP forecasts, ex-date alerts, and growth tracking in one calendar.

Safety scoring · Calendar · DRIP
Active

Active traders

Real-time quotes, options chains, technicals, screeners, alerts. All a Cmd+K away.

Options · Technicals · Terminal
Advisory

Wealth advisors

Serve every client from one workspace with a full compliance audit trail.

Multi-client · Reports · AUM billing
Pricing

Start free. Upgrade when you're ready.

A free-forever tier, plus two paid plans. No lock-in, cancel anytime.

Free
$0
  • 2 portfolios · 30 holdings
  • Core analytics
  • 5 price alerts
Start free
Plus
$19/mo
  • Unlimited portfolios
  • Real-time data · screeners
  • Dividend safety · AI analyst
Compare plans
Most popular
Pro
$79/mo
  • Everything in Plus
  • Tax, backtest, alt-data
  • Broker execution · unlimited AI
Compare plans
Start 30-day free trial

No card required · save ~17% annually · see full plans →

Frequently asked

Honest answers.

No card required. Click "Start free trial," sign up, and you have full access for 30 days. At the end, you decide whether to add a card. We won't auto-charge anyone.
Multiple institutional-grade market data feeds with automatic failover — if one source degrades, the next takes over instantly, so quotes, fundamentals, and dividends stay live.
No — it's clearly labeled illustrative. We don't fabricate numbers, on the landing page or in the product. Your account shows only your imported holdings, valued precisely from live market data.
Yes. JWT auth, AES-256 encryption at rest and in transit, strict per-user data scoping. Two-factor authentication is built in. Your portfolio data never leaves your account.
Yes — Plaid integration covers 12,000+ institutions (Schwab, Fidelity, Vanguard, Robinhood, Coinbase, IBKR, etc.). Or import via CSV / Excel from any broker.
No. Onboarding is under 60 seconds. Every page has a guided tour and just-in-time tooltips. The Tutorials section has in-depth walkthroughs. Pick your experience level on signup and the platform tunes itself accordingly.

See your portfolio the way a professional would.

30 days free. No card. Full access to everything.

arrow_forward Start free trial Try the free Tax X-Ray