Vantage is an AI agent that watches your positions around the clock, catches the moves you miss, and delivers a daily brief to your inbox — every morning.
Most tools tell you what happened. Vantage tells you what matters — and what to do next.
Watches every position, every minute. Detects breakouts, divergences, and unusual volume before you even know to look.
Identifies technical setups — cup-and-handle breakouts, death crosses, momentum divergences — and surfaces the ones that match your strategy.
A crisp morning digest: your portfolio health, top opportunities, and portfolio drift — delivered to your inbox before the market opens.
When your portfolio drifts from your target allocation, Vantage flags it — so you can rebalance before it becomes a problem.
Tracks upcoming earnings, options IV, and ex-dividend dates across your positions — so you're never caught off guard by events.
Stocks, ETFs, crypto, and options — all under one roof. Vantage monitors across your entire portfolio regardless of what you're holding.
Link your brokerage — TD Ameritrade, Schwab, Interactive Brokers, or Coinbase. Takes 3 minutes. Read-only access. We never touch your funds.
Choose your watchlist, risk tolerance, and alert thresholds. Tell Vantage what you care about — it filters the noise accordingly.
Every morning, your brief lands in your inbox. Opportunities, risks, portfolio drift — organized and ranked by impact.
Vantage makes the case. You make the call. When you're busy, it holds your position and waits for a better setup.
The best investors don't watch the market. They have systems that watch for them. Vantage is that system.