Category: Newsletter

BrokerBotics Extension Sidebar Extension Update: Smarter Sidebar!NOW ask questions like:“How does the article I’m viewing impact my portfolio?”“Will this news affect my ‘Name’ watchlist?And so much more. Our browser extension just got way better! The new sidebar lives alongside whatever page you’re on and understands the context of what you’re looking at. Earnings page, news article, stock profiles, doesn’t matter

HAPPY NEW YEAR! As we look forward to 2026, we wanted to step back and take a look at 2025 for BrokerBotics. But FIRST, all free trials have been extended to March 31st so everyone can experience our new Chrome Extension! 2025 was a year of building, testing, refining, and proving that the system works.

BIG THANK YOU! We hope you had a great Thanksgiving! Quick update from our side: In the last month, we’ve grown our total user base by 3x, doubled the number of capital accounts connected to the BrokerBotics platform, and significantly improved the speed of our AI. That momentum comes directly from your support & feedback.

BrokerBotics Chrome Extension! Stay on top of your portfolio anywhere on the web.The BrokerBotics Chrome Extension is here! Effortlessly track your holdings and get insights while you browse across all websites. Connect your account, unlock smarter tools, and keep your investments one click away. Follow Us On LinkedIn & Connect your account for THREE MONTHS

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