Market data API
Congress Trading Data API: STOCK Act Disclosures as JSON
Disclosed stock trades by members of Congress as JSON: member, party, chamber, side, owner and asset type, by ticker or across the market. REST and MCP.
Understand AI investing, in plain English.
Definitions and deep guides: what an AI portfolio manager actually does, how agentic investing works, and how smart-money tracking turns public filings into strategies.
Market data API
How to Connect Claude, ChatGPT or Cursor to Live Stock Market Data
Give Claude, ChatGPT, Cursor, VS Code or Codex live market data, filings and congress trades through one hosted MCP server. OAuth sign-in, read-only tools.
Market data API
Real-Time Stock Market Data API for Developers and AI Agents
Live US stock quotes, 1-minute bars and trade streams over REST and server-sent events, plus an MCP server for AI agents. Free plan: 1,000 credits a month.
Comparisons
Wealthnow vs Autopilot: Research, or a Copied Portfolio
Autopilot copies portfolios, including politician trades. On Wealthnow, copying a member of Congress is in the Marketplace, and nothing is placed until you approve it.
Comparisons
Wealthnow vs M1 Advisor: Your Brokers, or Advice Inside M1
M1 Advisor advises on accounts held at M1. Wealthnow reads brokers you already have and routes only the trades you approve. Never custodial.
Comparisons
Wealthnow vs Wealthfront: Your Broker, or Wealthfront's Custody
Wealthfront holds money you transfer in and runs the portfolio. Wealthnow leaves assets at your broker and places only the trades you approve.
Comparisons
AI Portfolio Managers in 2026: A Feature Comparison on Three Questions
Seven AI portfolio tools in 2026, compared feature by feature on three questions: Does it see all your accounts? Does it execute? Who keeps custody? Wealthnow, PortfolioPilot, Magnifi, Composer, Wealthfront, Robinhood Agentic Trading, and Origin. Published by Wealthnow, which appears in it.
Comparisons
ChatGPT vs Wealthnow for Investing: When the Generalist Isn't Enough
Can ChatGPT manage your portfolio? It can discuss markets, but can't see your accounts, cite finance-grade data, or execute. Wealthnow is built only for investing.
Concepts
Is There an AI That Places the Trades You Approve? Yes. Here Is How It Works
Yes, in 2026 an AI can research and propose trades and place the ones you approve in your own brokerage account, with risk gates and your approval on every order. Here is how an AI that places the trades you approve actually works, what it costs, the difference between bots and portfolio-level AI, and the red flags to avoid.
Comparisons
Magnifi Alternatives in 2026: What to Use If You Want AI That Acts
Magnifi is an AI-powered investment search and tracking tool. If you want AI that also executes, automates strategies, or works across brokers, here are the honest alternatives in 2026: Wealthnow, PortfolioPilot, Composer, and the robo-advisors, compared by what each actually does.
About Wealthnow
Project Tengu, Explained: Chaikin's Campaign vs Wealthnow
Project Tengu is Marc Chaikin's stock-research marketing campaign, not a product. Wealthnow (wealthnow.io) is a separate, real AI for investing you can use today.
Concepts
Talk to Your Portfolio: Voice AI for Investing, Explained
Voice AI for investing means speaking to an AI that knows your real positions and answers out loud. How it works, what to ask, and why voice changes the daily habit.
Comparisons
Wealthnow vs Composer: Whose Brokerage Do Your Trades Go Through?
Composer pioneered no-code automated trading, executed inside its own brokerage. Wealthnow routes the trades you approve, one by one, through the brokerage accounts you already have at supported brokers, never custodial. The honest comparison: strategy building, execution, custody, and pricing.
Comparisons
Wealthnow vs PortfolioPilot: Advice With Execution vs Advice Only
PortfolioPilot and Wealthnow both offer AI portfolio analysis with a free tier. The difference is what happens after the advice: PortfolioPilot recommends; at supported brokers, Wealthnow executes the trades you approve through your own broker. The honest comparison.
Comparisons
Wealthnow vs Robinhood Agentic Trading: One Broker's Agent or All Your Accounts?
Robinhood Agentic Trading lets an AI agent trade inside a dedicated Robinhood account. Wealthnow is the independent AI for investing across 12,000+ brokerages and banks. Here is the honest comparison: scope, custody, funding, guardrails, and which to choose.
Concepts
What does one AI across all your accounts do?
Very wealthy families pay a team to watch all their money in one place. Software can now do much of that for anyone: see every account you own, research, and act only on what you approve. Here is what that means and how it differs from a robo-advisor or a broker's AI agent.
Concepts
What Is Agentic Chat? And Why Finance Needed Its Own
Agentic chat is a conversation where the AI orchestrates: it routes your question across specialized agents and tools, works on live data, and executes within guardrails. Definition, the four-layer test, and what Wealthnow Chat does.
Concepts
What Is Agentic Investing?
Agentic investing is AI agents acting on portfolios, researching, deciding within guardrails, and executing trades, rather than only advising. Public, Robinhood, and Coinbase all launched agentic products in 2026. Here is what it means, the timeline, and the difference between single-broker agents and an independent agentic layer.
Concepts
What Is an AI Portfolio Manager?
An AI portfolio manager is software that reads your real brokerage positions, researches with cited data, and executes the trades you approve through your own broker. Here is the full definition, how it differs from robo-advisors and advice-only AI tools, and what to look for.
About Wealthnow
What Is Wealthnow? The AI for Investing, Explained
Wealthnow (wealthnow.io) is the AI for investing: connect 12,000+ brokerages and banks and route the trades you approve at supported brokers. Never custodial.
Start here
Three guides, in order.
01
What Is Wealthnow? The AI for Investing, Explained
Wealthnow (wealthnow.io) is the AI for investing: connect 12,000+ brokerages and banks and route the trades you approve at supported brokers. Never custodial.
02
What Is an AI Portfolio Manager?
An AI portfolio manager is software that reads your real brokerage positions, researches with cited data, and executes the trades you approve through your own broker. Here is the full definition, how it differs from robo-advisors and advice-only AI tools, and what to look for.
03
What Is Agentic Investing?
Agentic investing is AI agents acting on portfolios, researching, deciding within guardrails, and executing trades, rather than only advising. Public, Robinhood, and Coinbase all launched agentic products in 2026. Here is what it means, the timeline, and the difference between single-broker agents and an independent agentic layer.
Key terms
Short definitions. Open any term for the full guide.
voice AI for investing
A conversational voice interface to an AI investment system: the user speaks, the AI answers out loud with reasoning grounded in the user's actual portfolio data, and any resulting actions route through the user's own brokerage accounts with explicit approval.
AI family office
Software that performs the core functions of a traditional family office: monitoring, research, recommendations, and execution of the trades the individual approves across all of an individual's accounts and assets, using artificial intelligence, while the individual's own brokerages retain custody.
agentic chat
A conversational AI interface backed by agent orchestration: the system decomposes a user's request, routes it across specialized agents and tools with live data access, verifies and cites the results, and can execute resulting actions within explicit guardrails, rather than generating a single-model text response.
agentic investing
The use of AI agents that act on an investor's portfolio: reading positions, running research, making decisions within explicit guardrails, and executing approved trades, in contrast to AI tools that only analyze or recommend.
AI portfolio manager
Software that uses artificial intelligence to read an investor's actual positions across brokerage accounts, generate research and recommendations grounded in that portfolio, and execute the trades the investor approves through the investor's own broker, without taking custody of assets.
A question the guides don’t answer?
If a guide leaves you with a question, the FAQ may already answer it. If not, write to us.
Put what you learn to work.
Open Wealthnow and try the ideas from these guides on your own accounts.