Manage your wealth.
Research, invest, and trade.

Blockscale is coming soon. Subscribe and we’ll tell you when early access opens.

Portfolio overview
Total portfolio value$284,631.42+$18,742.36 (7.05%) this quarter
Jun 01Jul 15Aug 31
Your strategies3 active
Within limitsExample data

Integrations

Manage, strategize, and execute.
All in one account.

Research the markets. Build the strategy. Place the order. Watch your portfolio in one view.

Write your investing or
trading strategy in steps.

Quality momentumDraft v.04
Selected ruleMomentum signal
Rank the top 10 assets over 90 trading days.90D
Ready to validateAll rules connected

Set position
and loss limits.

PORTFOLIO DRAWDOWN4.2%of your 12% limit
Within your limitsSet them once. The app watches.

Your whole portfolio.
One clear picture.

Portfolio overviewAll accounts
Total portfolio value$284,631.42+$18,742.36 this quarter
4 holding types3 connected accounts

Test your strategy
on past data.

Strategy vs. benchmark
+42.6%cumulative return
StrategyBenchmark
Max. drawdown−8.7%
Sharpe ratio1.28

Place orders
on the chart.

Strategy running
Quality momentumMonthly rebalance
Risk checks passedAllocation within your limits
Next rebalance scheduledEvery fill on the chart

Start from a
published strategy.

Every rule is visible.
Edit any of them.

Explore the marketplace
Illustrative product previews

Explore stocks and crypto.
Find the ones worth a closer look.

Explorer is the chart, the screener, and your watchlist in one screen. Filter a market by a condition, open the chart, and save what you want to follow.

Research first.
Then invest or trade.

The research hub and AI chat sit in the same app as your orders and backtests.

Research hub

Know the asset
before you buy it.

Read prices, fundamentals, and economic data from sources such as FRED, for any stock or crypto asset.

Explore research
AI chat

Ask in plain English.
Get a real answer.

Ask about a stock, your portfolio, or a strategy. Blockscale explains the data, builds the strategy, and runs the backtest.

Start with a prebuilt strategy.
Explore it, backtest it, automate it.

Blockscale ships with ready-made strategies, such as price action, trend following, and breakout. Each one pairs a signal with a trading plan you can read and edit. Preview it on any chart, run it against years of history, and let Automate place the orders.

Inside a prebuilt strategy

Price action, step by step.

Support, entry, target, and stop loss stay on the chart. The walkthrough highlights one rule at a time.

Rule walkthroughIllustrative prices
Support confirmed
Price action strategy: illustrative price path and rule reference
Price, schematicTime →
01 / 04

Confirm the support

The signal watches for a support level: price falls, then recovers by a set amount from its low. The default is a 5% recovery. Once confirmed, the level appears on the chart.

Signal recovery
5%
Smoothing
Raw closes
Plan example
One buy / one sell

Signal and trade-plan settings are independent. Values shown are editable starting points; the recovery threshold is a signal condition, not a return.

Pricing for investors
and traders of all sizes.

Explore

Research any stock or crypto asset. Free.

$0/ month
  • Research hub with sources such as FRED
  • Explorer for stocks and crypto
  • Watchlists
  • Core portfolio view
AutomateFor strategies that run on their own

Your strategies place their own orders.

$129/ month
  • Everything in Pro
  • Automated strategy execution
  • Premium data and broker integrations
  • Alerts by phone and email
  • Priority support

A few
good questions.

When can I use Blockscale?

Blockscale is coming soon. Subscribe and we’ll tell you when early access opens.

Do I need to write code?

No. You build a strategy in steps, or ask the chat to build it for you. Code is optional.

Can I try the workflows on this page?

Yes. Open any feature tile to explore a working product preview. The controls use example data and do not connect to an account or send orders.

What does the example performance mean?

The interfaces use illustrative data to show the product workflow. They do not display a real account or promise future investment performance.

Can I invest without trading actively?

Yes. You can set an allocation, test it, and rebalance on a schedule. You do not need to trade daily.

COMING SOON

Subscribe for
early access.

Enter your email and we’ll tell you when early access opens.