Obside
Obside

AI agents that work your portfolio, 24/7

Describe what you want in plain language. Obside builds the agent and runs it on your broker around the clock.

What can an agent do?

  • Real-time prices
  • Technical indicators
  • Macro data
  • Fundamental data
  • News
  • Web

Obside agent

Reasons with AI. Runs 24/7.

  • Orders on your broker100+ compatible brokers
  • AlertsMobile app, Telegram, emails
  • BacktestsUp to 20y of history

How it works

Building and automating your portfolio has never been this simple.

No black boxes

You can see exactly how every agent thinks and what it did

Open code

Every agent's code is readable. Ask any AI to explain it.

Visual workflow

An agent is a chain of blocks: trigger, conditions, actions. Nothing hidden.

Second-by-second log

Every decision is recorded to the second: AI calls, orders, alerts.

The power of Obside, inside your favorite AI

Connect Obside to Claude or ChatGPT to let your AI read your portfolio, query the markets, run backtests and deploy agents.

Set up the MCP in one click

Give your AI trading superpowers

Let your AI do the research

Connect my AI
ChatGPT
Claude
Grok
Gemini
DeepSeek
PortfolioMarket dataBacktestsAgentsAlerts

We cover everything

Everything you need to manage your portfolio.

Supported assets

Stocks, ETFs, crypto and options, all in one portfolio.

Integrated platforms

Multi-broker by design: connect Schwab, Robinhood, Coinbase, Interactive Brokers, and more.

Alerts on every channel

Telegram, WhatsApp, email or push, the moment something moves your portfolio.

AJ BellBinanceBuxCharles SchwabChaseCoinbaseCommSecDegiroEmpowerE*TradeeToroFidelityHyperliquidInteractive BrokersKraken
MoomooPublicQuestradeRobinhoodStaketastytradeTD Direct InvestingTrading 212UpstoxVanguardWealthsimpleWebullWells FargoZerodha

Accuracy on live market questions

Independent benchmark against ChatGPT, Claude, Gemini and DeepSeek, scored by a neutral judge against live market data.

9.7
Obside
8.4
ChatGPT
8.1
Gemini
8.0
DeepSeek
7.9
Claude
What it can actually doObsideGeneric AI
Knows your live portfolioYesNo
Keeps working while you’re offlineYesNo
Real-time data, every figure sourcedYesNo
Places orders through your own brokerYesNo
Remembers your strategy over timeYesNo

Don’t just take our word for it. Ask any AI:

Join 10,000+ active investors automating their portfolio with Obside

View on Trustpilot

Fast and easy backtesting

Obside is a great tool for quickly backtesting trading strategies. The speed is impressive and it's so easy to create strategies. It saves a lot of time compared to traditional backtesting methods. I no longer have to spend hours testing a single strategy!

Edwvia Trustpilot · GB

Life-changing

I've been testing strategies almost every day for weeks, and as someone used to backtesting by hand, it's life-changing. For those in the know, I run intraday by combining momentum and trend-following indicators.

Guiguivia Trustpilot · FR

Perfect customer service

Perfect customer service, responsive and attentive. A platform that's simple to use and full of promise. Keep up the good work.

Cyril COURVOISIERvia Trustpilot · FR

Choose your plan

Start free. Upgrade for more credits, more live automations, and access to more markets.

Plus

AI insights & alerts on your portfolio

$29/mo
Get started
500 Credits /moMonthly usage for chat, agent creation, optimization and analysis. ≈100 agent builds.
5 Active agentsAutomate alerts and orders, live or on paper, in parallel.
Multiple Broker connectionsConnect one or several bank, brokerage or crypto accounts.
No Live tradingExecute real orders on your connected accounts. Currently for US and Canada residents on eligible brokers; read-only elsewhere.
Yes Paper tradingSimulate orders without putting capital at risk.
Yes Price, macro & newsIndicators, fundamentals and news to power your agents.
Yes BacktestingValidate your agents on historical market data.
Yes AI connections (MCP)Connect Claude, ChatGPT or another MCP client to Obside.

Pro

Most popular

Automate your strategy

$59/mo
Get started
1,000 Credits /moMonthly usage for chat, agent creation, optimization and analysis. ≈200 agent builds.
20 Active agentsAutomate alerts and orders, live or on paper, in parallel.
Multiple Broker connectionsConnect one or several bank, brokerage or crypto accounts.
US · CA Live tradingExecute real orders on your connected accounts. Currently for US and Canada residents on eligible brokers; read-only elsewhere.
Yes Paper tradingSimulate orders without putting capital at risk.
Yes Price, macro & newsIndicators, fundamentals and news to power your agents.
Yes BacktestingValidate your agents on historical market data.
Yes AI connections (MCP)Connect Claude, ChatGPT or another MCP client to Obside.

Max

Unlimited agents, maximum AI usage

$89/mo
Get started
2,000 Credits /moMonthly usage for chat, agent creation, optimization and analysis. ≈400 agent builds.
Unlimited Active agentsAutomate alerts and orders, live or on paper, in parallel.
Multiple Broker connectionsConnect one or several bank, brokerage or crypto accounts.
US · CA Live tradingExecute real orders on your connected accounts. Currently for US and Canada residents on eligible brokers; read-only elsewhere.
Yes Paper tradingSimulate orders without putting capital at risk.
Yes Price, macro & newsIndicators, fundamentals and news to power your agents.
Yes BacktestingValidate your agents on historical market data.
Yes AI connections (MCP)Connect Claude, ChatGPT or another MCP client to Obside.

Compare all plan details

Frequently asked questions

Everything you need to know before getting started.

An AI copilot for your investment portfolio. Connect your broker, understand what you hold, and automate monitoring, alerts and orders, all in plain language.

More answers:What is ObsideAvailabilityData & sources

Put AI agents to work on your portfolio.

Deploy your first agent

The app is available on iPhone, Android and the web.