Power Smarter Investing Experiences — Without Building from Scratch

BrokerBotics for Enterprise

BrokerBotics gives you the ability to deliver intelligent dashboards, natural language search, and structured financial insights — all under your brand.

BrokerBotics for Enterprise

Seamless Integration

Embed the full dashboard or modular tools directly into your website or app — no overhaul required.

BrokerBotics for Enterprise

AI-Powered Contextual Content

Automatically detect stock mentions in articles or dashboards and generate relevant data, charts, and educational insights — right where users need them.

BrokerBotics for Enterprise

Seriously Powerful AI.

Designed specifically for investing workflows, turn user questions into accurate, actionable insights — instantly and at scale.

powerful Insights

Smarter Tools. Deeper Insight.

Give users the power to explore their portfolios like never before — with structured data, interactive dashboards, and AI that’s built for clarity.

  • Portfolio aggregation
  • Natural language search
  • AI API Access
  • In-built fundamental data
  • Low code integration
  • Connect to your own data

Our Data, Your Data, or Both!

Connect to any data source from BrokerBotics’ inbuilt data to any data source in your organization

Cross-brokerage portfolio connectors

Give users insight into their portfolios. No code needed.

Dynamic Visuals

Charts & Data that adapt to the user’s question.

BrokerBotics for Enterprise

Customized for your Interface

With all the features

Seamless Integration

Fully Embedded. Fully Yours.

Whether you want to integrate with your existing AI models or use ours, BrokerBotics fits into your stack seamlessly. Our team handles the heavy lifting so you can launch faster.

  • Use any LLM
  • Full white-label support
  • User friendly UX
  • Connect to any data source
  • Use internally or externally
  • Customize for your interface

TRADE AUTOMATION (COMING SOON)

Plus: Access Cross-Brokerage Trade Automation.

Support automated options trading, from simple orders to complex multi-leg strategies. Users can automate strategies and execute trades across different brokerage accounts, fully customized.

  • Stock and ETF trades
  • Multi broker support
  • Shadow trading
  • Single and Multi-leg options trades
  • Portfolio analysis
  • Automated alerts

Pricing

Contact Us for Pricing

Straightforward pricing per question. Not obscure token-based pricing.

1,000 free questions for 30 days for development.

  • No long contracts or minimum commitments.
  • No charge for unanswered questions.
  • Simple pricing by question, not by tokens or credits.

For personal use API plans, contact support@brokerbotics.com