BrokerBotics Blog

BrokerBotics Android App Beta! We’re excited to announce that the BrokerBotics Android app is officially in beta! Now you can bring AI-powered investing insights with you anywhere! Track your portfolio, ask financial questions, and explore the markets in plain English, right from your phone. Be among the first to try it out and help shape…

Mutual Fund Data Is Here! Fund Data Mutual Fund Clarity is here!Finding informative, easy-to-understand data on mutual funds used to be painful. BrokerBotics changes that. Each fund now has a dedicated page showing holdings, general data, charts, and more! Whether you’re managing a long-term portfolio or reviewing retirement options, we’ve got over 20,000 mutual funds…

Virginia’s Most Innovative Startups CBIC GALA INNOVATOR’S ROW We were so excited to be part of Innovators Row at this year’s CBIC Gala! Thanks to all who came to say hello, connected with us, explored the vibrant community of startups, and supported us with inno-bucks! BrokerBotics Tips One of our users came to BrokerBotics with…

Virginia’s Most Innovative Startups­BrokerBotics was thrilled to be selected as one of Virginia’s Most Innovative Startups at this year’s Tom Tom Festival! We had a fantastic time sharing how we’re building the future of AI-powered investment research and connecting with a vibrant community of innovators, founders, and investors. Huge thanks to the Tom Tom team…

Utilize Our New AI Dashboard & More! Ask the Right Questions, Get Actionable Answers With so much financial data out there, finding useful insights can be a challenge. It’s not just about having data—it’s about making sense of it quickly. That’s where BrokerBotics comes in. Our AI research engine helps you ask smart questions, uncover…

Fully Custom AI Dashboard. Now you can personalize your BrokerBotics dashboard with live charts and track your portfolio across multiple brokerages! Simply ask our AI a question and add a dynamic chart to your dashboard with a single click! We’re transforming our AI dashboard into the ultimate tool for managing your entire portfolio so stay…

A New Look. BrokerBotics now has a new and improved user experience with more data, better Charts, and more brokerage support. This is just the beginning! New Interface! All new User Experience! Many More Brokerages Special Offer 3 Free Months­No credit card requiredThree free months of AI for new users! As Always: Special offer for new…

­Happy New Year and Thank You for an Incredible 2024!­ As we close out an amazing year, we want to take a moment to express our heartfelt gratitude to everyone who has been a part of our journey. You’ve made 2024 a year to remember. Whether you’ve been with us since the start, or joined…

New in BrokerBotics AI Watchlist Management Introducing advanced watchlist management straight from the AI.“Find the top 10 stocks by net income in the energy sector and add them to a new watchlist called EnergyTop10” Upcoming Earnings Pair upcoming earnings with other data like no other AI.“Find me stocks that report earnings in the next week…

A New Plan and More! Our AI Screener now includes Charts, News Sentiment, and Fund Holdings, with ongoing updates and improvements to keep it better than ever. We’re also thrilled to announce that users with any active BrokerBotics plan (free trial included) you can now experience the full power of BrokerBotics AI firsthand! Thanks to…