Powerful Features for Smart Traders

AI dossiers, deep-dive research, real-time prices, and seven kinds of price alerts — on iPhone, iPad, and Apple Watch.

AI Research powered by Claude

Seven AI-driven surfaces that turn raw market data into a clear thesis you can act on. Built on Anthropic's Claude.

Market Dashboard

Your command center for the entire market. The dashboard shows major indices, trending stocks, and your personal watchlists all in one scrollable view.

  • Major indices at a glance: S&P 500, Nasdaq, Dow Jones
  • Pre-market and after-hours indicators
  • Top gainers and losers across exchanges
  • Quick access to search any stock by ticker or name

Interactive Charts

Full-featured charting built with Swift Charts. Pinch to zoom, drag to scroll, and tap any point to see exact price, volume, and indicator values.

  • Timeframes from intraday to 5 years
  • Candlestick and line chart modes with gradient fills
  • SMA (20 & 50) and EMA (12 & 26) overlays
  • RSI (14-period) and MACD in dedicated sub-charts
  • Bollinger Bands with configurable deviation
  • Color-coded volume bars below the price
  • Multi-stock chart comparison for side-by-side analysis

One-Page AI Dossier

Tap any ticker and Claude reads the latest news, fundamentals, peer comparison, insider activity, SEC filings, and macro context to produce a one-page dossier with a clear verdict and the strongest bull and bear cases.

  • Verdict first — Promising, Neutral, or Cautious, so you can size positions accordingly
  • The strongest bull case and the strongest bear case, side by side
  • Catalyst heat: which upcoming events will move the price
  • Sentiment pulse aggregated from multi-source headlines
  • A copy-ready thesis you can save with the Thesis Tracker
  • Cached intelligently so revisiting a recent dossier is free

Deep-Dive Web Research

Need more than a one-pager? Trigger Deep-Dive and Claude runs up to six guided web searches with eight pause-turn fact checks, surfacing the verified facts AND the contradictions it found across sources. Watch the search queries appear live.

  • Multi-hop research — six searches per ticker, eight self-fact-checks
  • Streamed live so you see what Claude is searching as it happens
  • Verified facts pinned in their own card
  • Contradictions flagged so you know what's still uncertain
  • Designed for the nuance generic AI misses on a single read

Pro Briefing — 2-Minute Audio

Press play and hear a guided two-minute spoken briefing on any stock. Verdict first, then bull case, bear case, catalysts, macro, fundamentals, sentiment, price action, insiders, and what to watch — auto-advancing per segment with lock-screen controls and AirPods support.

  • Two-minute hands-free summary per ticker
  • Auto-advances through segments in your preferred order
  • Lock-screen widget + remote controls + AirPods compatible
  • Premium voice options with preview in Settings
  • Today's Briefings carousel queues your top 5 watchlist tickers each morning

Thesis Tracker

Type the reason you bought a stock and save it. Claude periodically re-evaluates your thesis against fresh fundamentals, news, and price action — then flags risk signals when the original premise weakens. Stay disciplined: your future self deserves the warning.

  • Save a plain-English thesis directly from any AI dossier
  • Claude re-checks your thesis against new data on a recurring cadence
  • Risk signals surfaced when fundamentals or catalysts diverge
  • iCloud-synced across iPhone and iPad

Portfolio Brief

Add your positions and Claude synthesizes a portfolio-level narrative: which holdings are driving today's P&L, where concentration risk lives, what catalysts are coming up across your basket, and which positions deserve a closer look. Updates as your portfolio changes.

  • One-tap AI narrative across all your holdings
  • Concentration and sector-risk flags
  • Upcoming catalyst calendar across your basket
  • Read-aloud playback for a hands-free portfolio review

Market Digest

Every morning, Claude reads multi-source headlines from Reuters, AP, Bloomberg, WSJ, and FT and produces a single lede sentence that captures the market's mood. Free users see the cached digest; Pro users get fresh generation and one-tap read-aloud playback to start the day with the macro picture in two minutes.

  • One-sentence AI lede that captures the open
  • Cached read-only on Free, freshly generated on Pro
  • One-tap read-aloud with premium voices
  • Updates throughout the trading day with new headlines

Smart Watchlists

Create unlimited watchlists to organize your portfolio, sector picks, earnings plays, or any grouping you like. Each list updates in real time.

  • Unlimited watchlists with Pro
  • Drag-and-drop reordering
  • See price, daily change, and mini chart in each row
  • Swipe to set alerts or remove a stock
  • Sort by name, price, percent change, or volume

Stock Screener

Scan the entire US market in seconds. Filter by most active, top gainers, biggest losers, and more, then create alerts or add to a watchlist directly from the results.

  • Preset screens: Most Active, Gainers, Losers, and custom filters
  • Sort results by price, change, volume, or symbol
  • One-tap alert creation from any screener row
  • Jump straight to full stock detail from any result

Intelligent Alerts

Seven distinct alert types with support for compound conditions ensure you never miss the event that matters. Alerts fire even when the app is closed, delivered instantly through push notifications backed by real-time WebSocket evaluation.

  • Price Target — Fires when a stock crosses above or below your exact price
  • % Change — Triggers when daily gain or loss exceeds your threshold
  • 52-Week High / Low — Notifies when a stock hits a new yearly extreme
  • Volume Spike — Alerts on unusual trading volume surges (user-defined multiplier)
  • Earnings Reminder — Pings you a configurable number of days before a report
  • Analyst Rating Change — Notifies on Wall Street upgrades and downgrades
  • After-Hours Move — Catches extended-hours price swings while you sleep

Lock Screen Widgets

See your most important stock prices without unlocking your iPhone. iTrading Buddy widgets come in multiple sizes for both the lock screen and home screen.

  • Lock screen inline widget showing ticker and price
  • Lock screen circular widget with percent change
  • Home screen small widget for a single stock
  • Home screen medium widget for a mini watchlist
  • Widgets update periodically throughout the trading day

Live Activities & Dynamic Island

Pin a stock to your lock screen or Dynamic Island and watch the price tick in real time without ever opening the app. Perfect for earnings day or a tense open.

  • Live Activities pinned to the lock screen with continuous price updates
  • Dynamic Island compact, minimal, and expanded presentations on supported iPhones
  • Apple Watch complication for an at-a-glance price on your wrist
  • Background refresh keeps the activity fresh during market hours

Multi-Source News & Sentiment

Stay informed with curated news from Reuters, AP, Bloomberg, WSJ, and FT — plus Brave Search for breadth. Every article tagged Bullish, Bearish, or Neutral, with one-tap AI summarization on any headline.

  • Multi-source headlines: Reuters / AP / Bloomberg / WSJ / FT (RSS) + Brave Search
  • Sentiment tags: Bullish, Bearish, or Neutral on each article
  • Smart filters: All, Bullish, Bearish, or For You (your watchlist)
  • Daily Market Digest — an AI lede sentence that captures the open
  • Read-aloud with premium voices for any article or summary

After-Hours Tracking

The market does not stop at 4 PM. With iTrading Buddy Pro, you can monitor extended-hours trading sessions so you always know where prices stand.

  • Pre-market data starting at 4:00 AM ET
  • After-hours data until 8:00 PM ET
  • Extended-hours price shown alongside regular session close
  • Charts include extended-hours segments when available

Earnings Calendar

Know exactly when your watchlist companies report earnings. See the date, time (before open or after close), and analyst EPS estimates all in one place.

  • Countdown timers on stock detail pages
  • Before-market or after-close indicators
  • Consensus EPS estimates and previous actuals
  • Set a reminder alert for any upcoming report

Portfolio & Trade Journal

Track unrealized gains and losses by entering your purchase price and share count. Log completed trades to build a disciplined record of your wins, losses, and lessons learned. No brokerage connection needed; your data stays on your device.

  • Cost basis tracking with per-position and total P&L in dollars and percent
  • Portfolio sort by P&L, return, value, or symbol
  • Trade journal: entry, exit, notes, and realized P&L per trade
  • All data stored locally for maximum privacy

Pro Trader Toolkit

A full suite of professional research tools built into the app. No extra subscriptions, no extra logins.

Heat Map

Visualize market sector performance at a glance. Spot the day's leaders and laggards in one color-coded grid.

Economic Calendar

Track FOMC meetings, CPI releases, jobs reports, and every event that moves the tape. Never be blindsided by a macro print again.

Analyst Ratings & Price Targets

See Wall Street consensus, upgrades, downgrades, and 12-month price targets on every stock detail page.

Backtester

Test simple strategies against historical data. See how a "price above SMA 50" rule would have performed before risking real capital.

Dividends & DRIP Calculator

Track ex-dates, yield, and payout history. Simulate long-term compounding with the dividend reinvestment calculator.

Options Chain

Browse the full options chain for any stock. View strikes, expirations, Greeks, and run quick profit calculations.

Insider & Institutional Flow

See who is buying and selling. Track insider transactions and 13F institutional holdings on every stock detail page.

Stock Comparison

Compare multiple tickers side-by-side: price, fundamentals, and chart overlay. Find the best pick in a sector at a glance.

Quantitative Research Engine

Three signals folded into every Pro dossier — the same machinery institutional desks pay six figures for, with zero per-query marginal cost.

Macro Regime

Bull, bear, or chop classification with volatility and credit-spread context. Use it to size exposure to your risk tolerance.

Factor Rankings

Momentum, value, and quality percentiles versus a broad universe. See where your stock ranks before you buy.

Backtesting Accuracy

Every past dossier verdict scored against actual 30, 60, and 90-day returns. Keeps the AI honest with public hit rates.

Insider Form 4

Recent insider buys and sells from SEC EDGAR with role badges (CEO, CFO, Director) so you see who is transacting.

SEC Material Events

8-K, S-1, and SC 13G/D filings flagged the moment they hit EDGAR. Don't miss the filing that matters.

Geopolitical Signals

GDELT geopolitical event data folded in for international stocks, defense exposure, supply-chain plays, and energy names.

iPhone, iPad, Apple Watch

iTrading Buddy is a Universal Purchase. One App Store transaction unlocks the app on every device. iPhone gets a polished five-tab UI. iPad uses an adaptive NavigationSplitView. Apple Watch shows complications and a slim companion.

  • iPhone: tabbed navigation optimized for one-handed use
  • iPad: split-view watchlist sidebar with a full-width detail pane
  • Apple Watch: circular, rectangular, and graphic complications
  • Lock-screen and Dynamic Island Live Activities on supported iPhones
  • Seamless iCloud sync for watchlists, alerts, theses, theme, and subscription state

Ready to take control of the market?

Download iTrading Buddy and start tracking your favorite stocks today.