Research anywhere.
One BrokerBotics suite.

Plug in your accounts. Get real answers.

BrokerBotics connects to your portfolio, analyzes your holdings, and gives AI-powered research built for how you invest.

  • 01
    Link your brokerage See your full portfolio in one dashboard
  • 02
    Ask about financials and your portfolio Stocks, options, and filings — tied to what you actually hold
  • 03
    Schedule agent tasks Recurring research and alerts that run without you sitting in chat
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BrokerBotics dashboard workspace

Chrome Extension

Access BrokerBotics AI on any webpage. Activate with one click and analyze anywhere.

BrokerBotics Chrome extension on a monitor
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Mobile App

Take your financial consultant everywhere — alerts, portfolio checks, and insights on the go.

BrokerBotics mobile app interface
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