Rallies is an AI‑driven platform that securely connects users' brokerage accounts to deliver portfolio‑aware insights, daily digests, and real‑time alerts tailored to their holdings. Its chat interface provides research‑grade answers using live market data, charts, and AI, while a discovery engine lets investors explore hedge‑fund, politician, and community portfolios for actionable ideas.
Funding
Funding not disclosed
Founders
Product
Problem
Retail investors often have to make decisions based on fragmented news, social media chatter, and generic dashboards that do not reflect the specific holdings in their brokerage accounts, making it difficult to understand how market events impact their personal portfolios.
Solution
Rallies offers an AI‑driven platform that links users’ brokerage accounts via SnapTrade to provide portfolio‑aware insights and real‑time market analysis. The service delivers a daily digest summarizing moves, risks, and headlines relevant to the user’s holdings, and a chat interface that answers investment questions using live data, charts, and the user’s full portfolio context. Additionally, Rallies aggregates and presents the portfolios of hedge funds, politicians, and community members, enabling investors to discover actionable ideas and compare their performance against top investors. All data connections are read‑only and secured, ensuring privacy while giving investors a unified research stack that includes news, filings, screeners, and AI‑generated commentary tailored to what they actually own.
Target Audience
Primary users are retail investors who actively manage brokerage accounts and seek personalized, data‑driven insights, as well as financially‑savvy individuals interested in tracking professional and community investment activity.
Features
- Integration with 20+ brokerages (e.g., Robinhood, Fidelity, Coinbase, Binance) via SnapTrade for read‑only, secure portfolio linking
- Daily portfolio‑focused digest that highlights moves, earnings, and risk exposures specific to the user’s holdings
- Portfolio‑aware chat powered by live market data, charts, and AI that can answer ticker, theme, earnings, and options flow queries
- Discovery engine to browse hedge‑fund, politician, and community portfolios with breakdowns, ownership trends, and conviction tracking
- Real‑time alerts that surface news and market events most relevant to the user’s positions
- Unified research stack combining news, filings, screeners, and AI analysis in a single interface
- Attachment support and follow‑up threads within the chat for deeper research workflows