Rallies

All your finances in one app, continuously monitored by AI agents.

Freemium

Description

Rallies is an intelligent portfolio and financial life management platform designed to aggregate multiple brokerage, banking, and asset accounts into a unified dashboard. The app employs AI-driven agents to continuously monitor your holdings, analyze live market contexts, and provide personalized alerts and insights that truly matter to your investment journey.

Through secure connectivity and real-time data, Rallies enables users to chat with AI about their full financial life, discover actionable investment opportunities, and access research features backed by advanced AI models. The platform emphasizes privacy and security, ensuring sensitive data remains protected while delivering powerful tools for portfolio management on web and mobile devices.

Key Features

24/7 AI Agents: Continuous monitoring of portfolio, market, and assets with real-time alerts
Unified Account Integration: Connect brokers, banks, and physical assets in one place
AI Chat: Interact with your complete financial data and live market context
Investment Discovery: Find stock ideas through catalysts, themes, and signals
Arena: Observe how AI models research and manage live portfolios
Stock Screener and Discovery: Advanced tools to explore and filter investments
Personalized News & Insights: Receive relevant market and portfolio updates
Robust Security: Encrypted data transport and read-only account connections via SnapTrade

Use Cases

Track investment portfolios across multiple brokerages and banks
Receive real-time financial alerts and insights
Research and discover potential stock investments
Automate monitoring of market activity affecting your assets
Aggregate financial data for comprehensive analysis
Chat with AI about financial decisions and market updates

Frequently Asked Questions

How do I connect my portfolio?

Go to the Portfolio section in Rallies and follow the connection flow to securely link your brokerage account. Once connected, your portfolio data is used to personalize research, alerts, and analysis across the app.

My broker isn't available for connection. What should I do?

Rallies is continually adding new brokerages. Check the supported brokerages list to see current availability. If your broker isn't listed yet, you can add your holdings manually while coverage expands.

How do I cancel my subscription?

You can cancel anytime from your account settings. Access continues through the end of your billing period. Step-by-step cancellation instructions are provided in the app.

Is my data secure?

Rallies treats all connected portfolio data as sensitive information, using encrypted transport, access controls, and read-only account connections to minimize risk. The brokerage connection layer is separated through SnapTrade, so Rallies never needs your broker credentials.

Do you sell my data?

No, Rallies does not sell your brokerage holdings, transaction history, or connected portfolio data. Data usage is only to enhance the product experience, with limited sharing for platform operation only.