Build your own ETF
Your assets, your weights, auto-rebalanced. No fees.
Connect your portfolio to analyze it, never miss what moves it, and automate on any condition you set.
All your accounts in one place. AI reads them and tells you what matters.
Obside works with the app closed, screen off. A chatbot stops when you leave.
You approve. Obside places the order with your broker.
Build, automate, monitor and understand your portfolio, all in plain language.
Your assets, your weights, auto-rebalanced. No fees.
Buy, sell or rebalance on the conditions you set.
Exposure, dividends, and the news that moves your holdings.
Briefs and alerts on everything that moves your portfolio.
Compose a personal index from any stocks, ETFs or crypto. Set the weights, or let Obside propose them, and an agent keeps it rebalanced automatically. No management fees, ever.
Any assets, your weights. Mix stocks, ETFs and crypto into one index that trades as a single position.
Auto-rebalanced. Pick a schedule or a drift threshold. Obside rebalances it for you, around the clock.
Zero management fees. Your index lives on your own broker. No AUM fee, no expense ratio.
Build me an ETF of the top AI & semiconductor names, weighted by conviction
Building and automating your portfolio has never been this simple.
Stocks, ETFs, options and crypto.
In plain language. Build, monitor or automate.
Your agents run and your orders execute, around the clock.
Alert me if NVDA drops more than 5% while the weekly trend stays up
See how Obside handles real-world portfolio tasks.
Connect Obside to Claude, ChatGPT or Gemini and keep the conversation where it already happens. Your AI can read your portfolio, query the markets, run backtests and deploy agents — with exactly the permissions you choose.
Add Obside's MCP server to your AI in seconds. No code, no setup.
Portfolio, market data, backtests, agents and alerts — callable from any conversation.
Scoped keys, from read-only insights to full execution. Revoke anytime.
Works with Claude, ChatGPT, Gemini and any MCP-compatible client.
Everything you need to manage your portfolio.

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

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

Telegram, WhatsApp, email or push, the moment something moves your portfolio.
Independent benchmark against ChatGPT, Claude, Gemini and DeepSeek, scored by a neutral judge against live market data.
Don’t just take our word for it. Ask any AI:
“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!”
“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.”
“Perfect customer service — responsive and attentive. A platform that's simple to use and full of promise. Keep up the good work.”
Start free. Upgrade for more credits, more live automations, and access to more markets.
Connect a portfolio and discover Obside
Monthly usage for chat, agent creation, optimization and analysis. ≈5 agent builds.
Automate alerts and orders, live or on paper, in parallel.
Connect one or several bank, brokerage or crypto accounts.
Execute real orders on your connected accounts. Currently for US and Canada residents on eligible brokers; read-only elsewhere.
Simulate orders without putting capital at risk.
Indicators, fundamentals and news to power your agents.
Validate your agents on historical market data.
Connect Claude, ChatGPT or another MCP client to Obside.
AI insights & alerts on your portfolio
Monthly usage for chat, agent creation, optimization and analysis. ≈25 agent builds.
Automate alerts and orders, live or on paper, in parallel.
Connect one or several bank, brokerage or crypto accounts.
Execute real orders on your connected accounts. Currently for US and Canada residents on eligible brokers; read-only elsewhere.
Simulate orders without putting capital at risk.
Indicators, fundamentals and news to power your agents.
Validate your agents on historical market data.
Connect Claude, ChatGPT or another MCP client to Obside.
Automate your strategy
Monthly usage for chat, agent creation, optimization and analysis. ≈50 agent builds.
Automate alerts and orders, live or on paper, in parallel.
Connect one or several bank, brokerage or crypto accounts.
Execute real orders on your connected accounts. Currently for US and Canada residents on eligible brokers; read-only elsewhere.
Simulate orders without putting capital at risk.
Indicators, fundamentals and news to power your agents.
Validate your agents on historical market data.
Connect Claude, ChatGPT or another MCP client to Obside.
Unlimited agents, maximum AI usage
Monthly usage for chat, agent creation, optimization and analysis. ≈100 agent builds.
Automate alerts and orders, live or on paper, in parallel.
Connect one or several bank, brokerage or crypto accounts.
Execute real orders on your connected accounts. Currently for US and Canada residents on eligible brokers; read-only elsewhere.
Simulate orders without putting capital at risk.
Indicators, fundamentals and news to power your agents.
Validate your agents on historical market data.
Connect Claude, ChatGPT or another MCP client to Obside.
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
Guides and analyses on markets, automation, and getting more from your portfolio.
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7 min readThe app is available on iPhone, Android and the web.