Understand what you hold
Ask anything about your portfolio: exposure, performance, dividends, risk, and the news that actually affects your positions.
Product
What is Obside?
Obside is an AI copilot for your portfolio. Connect your brokerage account and it explains what you hold, watches the markets that move it, and turns plain-language instructions into agents that monitor, alert and automate. You set the rules, you keep control, and your assets never leave your broker.
What you can do with Obside
Never miss what matters
Briefs and smart alerts on the conditions you choose: prices, indicators, earnings, macro events or breaking news.
Automate with agents
Describe a rule in plain language and an agent watches the markets around the clock. It can notify you, trade on paper, or place real orders where live trading is available.
Build and test your ideas
Create custom baskets of assets, backtest strategies on years of history, and validate an idea with paper trading before any real money is involved.
What Obside is not
Not a broker
Your money and securities stay in your brokerage account. Obside connects to it; it never holds your funds.
Not an investment adviser
Obside does not tell you what to buy or sell. It gives you data, analysis and automation; every decision and every rule is yours.
Not a promise of returns
No signals to follow, no guaranteed performance. Markets involve risk, and an agent only ever does what you told it to do.
How it works
- 01 / 04
Connect your brokerage account
Secure connection in a few clicks, available worldwide.
- 02 / 04
Ask in plain language
Chat with your portfolio, request a brief, or describe the agent you want. No code, no jargon required.
- 03 / 04
Let agents do the watching
Your agents run around the clock: monitoring, alerting, paper trading, or live orders on eligible accounts and plans.
- 04 / 04
Stay in control
Pause, adjust or delete any agent at any time, and review what it did and why.
Frequently asked questions
What is Obside in one sentence?
Obside is an AI copilot that connects to your brokerage account to explain your portfolio, monitor the markets and automate alerts, paper trades and, where available, real orders from plain-language instructions.
Is Obside a broker?
No. Obside is not a broker and never holds your money. It connects to your existing brokerage account, and every order an agent places is executed by your own broker.
Does Obside give investment advice?
No. Obside is not an investment adviser and does not recommend what to buy or sell. It provides data, analysis and automation tools that act only on the instructions you define.
Where is Obside available?
You can connect a brokerage account and use monitoring, alerts, backtesting and paper trading worldwide. Live order execution is currently available for residents of the United States and Canada.
Which brokers can I connect?
Obside connects to around 30 brokerages and exchanges across the US, Canada, Europe, the UK, Australia and India. Order execution is available for United States and Canada residents on eligible brokers; everywhere else connections are read-only. The supported brokers page has the current list.
How much does Obside cost?
There is a free plan with monthly credits, one broker connection and paper trading. Paid plans start at $39 per month and add more credits, more agents and, on Pro and Max, live trading. Prices localize to your country at checkout.
Go deeper
Prefer step-by-step product documentation? The Obside docs cover every feature in detail.