The first AI-powered Investment Copilot

Merging equities, ETFs, and crypto into a single intelligent platform — real-time insights, risk analysis, and decision support once reserved for institutions.

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Assets supported

Equities · ETFs · Crypto

Institutional analytics

Yes

On-platform trades

Coming soon

Security

SOC2-ready

Portfolio Performance

+24.8% YTD
$194K$146K$97K$49K$0$65KJan$82KFeb$91KMar$108KApr$122KMay$135KJun$148KJul$162KAug

Risk Analysis

Low Risk

Diversification

High

Projected Return

+24.8%

Volatility

Medium

Powerful Features

Everything You Need to Succeed

Comprehensive tools designed to give you the edge in today's competitive markets

Unified Analytics

Combine equities, ETFs and crypto into a single view with cross-asset risk modelling.

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Risk Intelligence

Tailored scenario analysis, stress tests, and volatility forecasting for your portfolio.

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Data Backbone

Cleaned historical market data, alternative signals, and real-time feeds for accurate decisions.

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AI Research Assistant

Ask natural language questions about holdings, correlations, or macro impacts — get concise, sourced answers and trade-ready insights.

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Actionable Signals

Receive alerts for rebalancing, tax-loss harvesting opportunities, and risk deviations — tailored to your goals and constraints.

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Portfolio Optimization

AI-driven portfolio construction and optimization based on your risk tolerance and investment goals.

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Integrations & Security

Connect brokerages, wallet providers, and data sources with enterprise-grade security.

Broker A
Broker B
Wallet Provider
Data Feed X

Security by design

End-to-end encryption, least-privilege scopes for integrations, and audit logs. SOC2 readiness and optional self-hosted data connectors for institutional clients.

Compliance & Privacy

Granular data controls, GDPR-ready workflows, and transparent model explainability for regulatory use-cases.

Pricing Plans

Simple, Transparent Pricing

Choose the plan that fits your needs. No hidden fees, no surprises.

Starter

Free

Perfect for individual investors getting started

  • Portfolio sync
  • Basic analytics
  • Community support
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Most Popular

Pro

$29/month

For active investors and traders

  • Everything in Starter
  • Real-time signals
  • AI research assistant
  • Priority support
  • Advanced analytics
  • Email support

Institutional

Custom

For funds and institutions

  • Everything in Pro
  • SLA
  • Custom connectors
  • Dedicated onboarding
  • Enterprise security
  • 24/7 priority support

Ready to transform your investment strategy?

Join the future of intelligent investing. Limited early access available.

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Discover how POTENTIUM can transform your investment strategy. Click below to explore our platform.

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Let's talk

Have questions? Our team is here to help you understand how POTENTIUM can transform your investment approach.

Trusted by forward-thinking investors and institutions worldwide

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