Axiom reads your real portfolio the way a hedge fund reads its book — every position scored, every risk surfaced, every tax opportunity found. The institutional edge, finally on your side of the table.
Free forever for up to 10 holdings · 7-day trial on Pro & Max · Cancel anytime
Live demo · no signup
This is Portfolio Pulse — the feature people open Axiom for. Tap any scenario and Ax IQ tells you, in plain English, exactly what happens to a sample $284,930 book. In the app, it runs on your real positions.
Sample data · Yahoo Finance, delayed 15 min · Not financial advice
A live rendering of the Axiom dashboard — not a screenshot.
Nine systems, one desk
From macro intelligence down to individual position scoring — every tool built to give you an asymmetric advantage.
Your AI analyst, running on Claude. Ask anything about your portfolio, a position, or the market — institutional answers grounded in your real holdings and live data, not generic advice.
A proprietary engine scoring every stock across valuation, momentum, fundamentals, sentiment, insider activity, institutional flows, relative strength, earnings quality and short interest. One score, total clarity.
Live P&L, sector allocation, Sharpe ratio, beta exposure, correlation matrix and AI insights — all in real time. Know where you stand and where you're exposed.
Record why you own each position. Ax IQ monitors news and fundamentals against your written convictions and flags green, yellow or red the moment conditions shift.
Automated tax-loss harvesting across your whole book. Surface unrealized losses, match them to gains, and optimize your tax position before year-end with one click.
Trades disclosed by members of Congress via SEC Form 4 and EDGAR, filtered by party, committee, sector and timing. Smart money leaves a paper trail. Axiom reads it.
Full options chain with IV rank, put/call ratio, max pain and unusual-activity detection. The AI Copilot suggests the optimal strategy for your thesis and the current tape.
Fed policy, CPI, GDP, the yield curve, DXY and sector rotation unified in one view. Understand the macro backdrop before you make any capital-allocation decision.
AI-optimized allocation targeting maximum risk-adjusted return. Set your targets or let Max Torque calculate them, then see the exact shares to buy and sell. One decision, zero ambiguity.
Meet Ax IQ
Ax IQ is not a chatbot. It's a context-aware analyst built on Claude with full visibility into your portfolio: every position, every cost basis, every thesis you've written, and every live feed Axiom touches.
One-tap starters built in:
No black box
Credibility means showing our work. Every conviction score is built from nine weighted, transparent factors — so you can trust the number and challenge it.
Why Axiom
Most investors have tried ChatGPT for financial questions. Here's exactly why Axiom is built differently — and why the difference matters when real money is at stake.
| Capability | Axiom | ChatGPT Plus | Bloomberg Terminal | Robo-advisors |
|---|---|---|---|---|
| Knows your actual positions | Yes | No | Manual | Yes |
| Conviction scoring on your holdings | 9-factor | No | Data only | No |
| Tax-loss harvesting | Automated | No | No | Some |
| You stay in control of trades | Always | Yes | Yes | They trade |
| Built for an individual investor | Yes | Generic | $24k/yr | Yes |
| Monthly cost | From $0 | $20 | ~$2,000 | 0.25% AUM |
Trust & security
Connecting a brokerage is a serious decision. Here's precisely what Axiom can and cannot do — backed by our published Information Security and Data Retention policies.
Axiom can see your positions. It can never place a trade, move cash, or withdraw a cent. The connection is read-only at the brokerage level — by design, not by promise.
Brokerages link through SnapTrade and Plaid, depending on your broker, via OAuth. You authenticate on your broker's own site. Your credentials never touch — and are never stored on — our servers.
256-bit encryption in transit and at rest. Your holdings are yours; we don't sell data and we don't share it. Ever.
Disconnect any brokerage or delete your account and data in one click, anytime — per our published Data Deletion & Retention policy.
Pricing
Max costs less than a single bad trade — and Axiom exists to help you skip it.
No credit card required to start · Cancel anytime · Prices in USD
Why we built it
"We built Axiom for ourselves first. The tools for individual investors were either toys or spreadsheets — nothing gave us an institutional view of our own money. So we built the desk we always wanted, and we run real capital on it every day."
Questions
No — never. The brokerage connection is read-only. Axiom sees your positions to analyze them, but it physically cannot place a trade, transfer funds, or withdraw anything.
Ax IQ is built on Claude, grounded in your real holdings and live market data. It's an analyst with context, not a generic chatbot pointed at the market.
No. Connections run through SnapTrade or Plaid, depending on your brokerage, using OAuth, so you log in on your broker's own site. Your credentials never reach our servers, encrypted or otherwise.
No. Axiom is research and analytics software — a tool to help you think, not a registered investment advisor. Every decision, and its outcome, is yours.
Stay on the free tier or leave entirely — your call. Disconnect any broker or delete your account and data in one click, anytime.
Connect your portfolio in two minutes and meet the analyst that never sleeps.