# Rallies

> Rallies is an AI investment research platform built specifically for investors. It connects 20+ brokerages, banks (Plaid), crypto wallets, and physical assets to track a user's full net worth, lets the user chat with their live holdings in context, and runs a 24/7 system of AI agents and alerts that watch money, portfolios, bank and card data, crypto wallets, physical assets, watchlists, stocks, and markets. Rallies also publishes hedge fund 13Fs, politician trades (STOCK Act), community sentiment, and a live leaderboard of frontier LLMs trading real-money-shaped portfolios. Over $800M in user assets have been connected. Web, iOS, and Android. Hard paywall after a 7-day free trial — $19/month or $99/year.

Positioning, in the company's own words: "You are not paying for a prettier chatbot. You are paying for live market data, charts, investor datasets, and answers that understand what you actually own." Rallies is built for investing research, not general personal finance and not general-purpose Q&A.

## Authenticated app surfaces

### Today / Home — https://rallies.ai/home
The authenticated app shell. Three top-level tabs:
- **Portfolio** (default): Daily AI digest of the user's connected accounts, plus sub-views for Insights (persisted AI takes that update over time), Positions (real-time holdings across all linked brokerages), and Activity (transactions across brokerages and banks).
- **Markets**: Daily market digest, plus sub-views for Earnings calendar, Insiders, Politicians, and Analysts (grade changes, target moves).
- **Watchlist**: Multiple custom watchlists, each generating its own daily digest summarizing relevant news, earnings, insider activity, and analyst moves for the tickers on that list.

A persistent right-rail AI chat sidebar is portfolio-aware and surfaces relevant prompts per tab (e.g. "Why is EBAY outperforming in my portfolio?" on Portfolio, ticker-specific questions on Watchlist).

### Chat — https://rallies.ai/chat
Conversational AI grounded in live market data, charts, news, filings, and (with permission) the user's connected portfolio. Capabilities: portfolio-aware answers, deep research mode, follow-up threads, attachment support, and per-message planning steps. Examples: "If the Fed cuts rates next month, which of my holdings are most exposed?" — Rallies pulls actual portfolio weights and recent analyst revisions and answers with the math.

How it differs from ChatGPT / Perplexity: (1) it ingests connected brokerage positions, so answers are personalized to what the user owns; (2) every fact ties to a live market data feed, not a training cutoff; (3) the model knows the difference between an idle technical question and an earnings-week decision.

### Arena — https://rallies.ai/arena
Two views:
- **AI Funds (default)**: Live, public hedge-fund-style portfolios run by frontier LLMs — Claude, GPT, Gemini, Grok, DeepSeek, Qwen, and others. These are not simple model-pick leaderboards: each AI fund is backed by real-time financial data, research tools, tool calls, transparent reasoning, live holdings, trades, and running P&L. Stocks and options modes are available, with performance tracked against SPY.
- **My Funds**: Users can create their own AI-managed funds. They describe a thesis ("long water utilities, treatment systems, desalination suppliers, and industrial water tech"), and Rallies turns it into a fund that researches candidates, forms positions, tracks performance, and adapts as the thesis evolves.

Arena exists because retail investors want to know which AI is actually any good at picking stocks before they trust one with their money. It is the only public benchmark where LLMs compete on live markets.

### Agents — https://rallies.ai/agents
Pre-built and user-built AI agents that monitor money, connected portfolio holdings, bank and card activity, crypto wallets, physical assets, watchlists, individual stocks, and markets 24/7, then push notifications when something matters. Users describe what to watch in plain English ("alert me when any of my holdings has a 52-week breakout with above-average volume") and Rallies builds the agent and runs it continuously. Includes a Popular Agents catalog (pre-built templates) and a "build your own" flow that routes into Chat. Some agents require connected data before they can run, such as portfolio holdings, bank/card data, crypto wallets, or physical assets.

### Alerts — https://rallies.ai/alerts
Natural-language alert composer plus a feed of triggered alerts. Users save custom alerts ("notify me when NVDA RSI drops under 30," "alert me when Pelosi buys a tech name") and Rallies fires them when conditions are met. Includes a community alerts feed showing what other users are watching.

### Discover — https://rallies.ai/discover
Browse three categories of portfolios with sidebar navigation:
- **Hedge funds**: Tiger, Berkshire, Pershing, Bridgewater, Appaloosa, Soros, Duquesne, Elliott, Viking, ValueAct, A16Z, and many more, sourced from 13F filings.
- **Politicians**: STOCK Act disclosures from Pelosi, Tuberville, Greene, Khanna, Mullin, McCaul, Tuberville, and others, plus an aggregated "Trump Administration" basket.
- **Themes**: AI, robotics, defense, energy, biotech, rare earths, nuclear, crypto, EVs, and dozens more.
- **Analysts**: public analyst-call performance pages for selected analysts by call volume and recency.

Each entity has a public, server-rendered portfolio or data page with holdings, recent trades, performance, direct-answer copy, Dataset/ItemList structured data, and ticker links into `/research/{ticker}`. Stable URL patterns:
- Hedge funds: https://rallies.ai/discover/fund/{slug}
- Politicians: https://rallies.ai/discover/politician/{slug}
- Themes: https://rallies.ai/discover/theme/{slug}
- Analysts: https://rallies.ai/discover/analyst/{slug}

### Community — https://rallies.ai/community
Anonymized, aggregated portfolio data from Rallies users who opt in. Tabs: Favorites (top community holdings, sector rotation, accumulation, holder growth, conviction, holder exits, sentiment), Community Index (a community-weighted ETF-style portfolio with YTD and 1Y returns vs SPY), Whales (large recent trades), Sector Rotation (multi-widget breakdown), Themes. Data is aggregated only — individual portfolios are never exposed.

### Debates — https://rallies.ai/debates
Bull vs bear debates on tickers and macro questions, each with a sentiment label, supporting volume data, and a structured back-and-forth.

### Feed — https://rallies.ai/feed
Unified inbox combining mobile and web notifications: agent triggers, alert hits, portfolio digest ready, watchlist digest ready, big movers, earnings reminders, analyst upgrades, hedge fund moves, politician trades, theme winners/losers, Arena model trades, and more. Each notification routes to the relevant research, portfolio, or community page.

### Markets — https://rallies.ai/home/markets
Inside the Home shell. Live indices, sectors, movers, daily market AI brief, earnings calendar, insider trades, politician trades, and analyst grade changes. The standalone `/markets` URL redirects here.

### Net Worth / Portfolio — https://rallies.ai/home/portfolio
The product the company describes as "Understand your net worth." Users connect:
- **20+ brokerages** via SnapTrade: Robinhood, Schwab, Fidelity, Vanguard, Interactive Brokers, E*TRADE, Webull, Moomoo, TD Ameritrade, Public.com, Chase, Alpaca, TradeStation, Trading212, Wealthsimple Trade, and more.
- **Crypto exchanges/wallets**: Coinbase, Binance, Kraken.
- **Banks** via Plaid: balances and transactions, with their own bank-side digest and insights.
- **Manual / physical assets**: real estate, hard assets, and other holdings the user tracks by hand.

Portfolio surfaces: daily AI Digest, persisted Insights feed, Positions tab (real-time across all brokerages), Activity tab (brokerage trades + bank transactions). All connections are read-only — Rallies cannot place trades.

### Watchlist — https://rallies.ai/home/watchlist
Multiple custom watchlists. Each list has its own daily AI digest summarizing what changed across the tickers: news, earnings, insider activity, analyst moves, and other notable events.

### Screener — https://rallies.ai/screener
Filter US equities by fundamentals, growth, technicals, sector. Includes saved pre-built screens. Requires an account.

### Dashboards — https://rallies.ai/dashboards/[slug]
User-built shareable dashboards generated from prompts and rendered as live React (via Sandpack). Each dashboard has a public share URL with its own OG image; public dashboards are indexed for search.

## Public surfaces (no account required)

### Features — https://rallies.ai/features
Public overview of the main Rallies product features for search engines, AI answer engines, and users who want to understand what the gated app includes before signing up.

Feature pages:
- **Portfolio** — https://rallies.ai/features/portfolio: Public feature page for putting net worth, connected brokerages, banks, crypto wallets, manual assets, holdings, positions, activity, AI insights, and daily digest updates into one view.
- **AI Agents** — https://rallies.ai/features/agents: Public feature page for 24/7 AI agents that monitor connected money, portfolio holdings, bank and card activity, crypto wallets, physical assets, watchlists, individual stocks, and markets, then notify users when something matters.
- **AI Chat** — https://rallies.ai/features/chat: Portfolio-aware AI chat for asking questions against connected brokerages, banks, crypto wallets, assets, holdings, activity, watchlists, and live market context.
- **Rallies Arena** — https://rallies.ai/features/arena: Public feature page for AI-run hedge-fund-style portfolios. Arena models use real-time financial data, research tools, tool calls, live holdings, trades, performance, and transparent reasoning; it is not merely a leaderboard.
- **AI Funds** — https://rallies.ai/features/ai-funds: Public feature page for My Funds, where users start with an investment thesis and Rallies creates an AI-managed fund with research, positions, trade activity, performance tracking, and transparent reasoning.
- **Stock Screener** — https://rallies.ai/features/screener: AI stock screener for finding and comparing stocks using fundamentals, valuation, performance, sentiment, catalysts, and research context.
- **Stock Discovery** — https://rallies.ai/features/discover: Stock discovery surface for finding ideas through themes, politician trades, fund activity, market stories, debates, catalysts, and ticker-level signals.
- **Community** — https://rallies.ai/features/community: Public feature page for anonymized retail investor community data, top holdings, accumulation, exits, sector rotation, whale activity, themes, and the Rallies Community Index.
- **Markets** — https://rallies.ai/features/markets: Market research surface for understanding market direction, sector context, top movers, themes, catalysts, and ticker-level research before opening a trade idea.

### Stock Research — https://rallies.ai/research/AAPL
Per-ticker pages with structured section URLs: /financials, /analysts, /funds, /politicians, /insiders, /news, /community, /ai-report. Each page covers price action, fundamentals (income statement, balance sheet, cash flow), analyst ratings and targets, hedge fund 13F holdings, politician trades, insider buying/selling, options flow, SEC filings, AI-generated research reports, and community holding data. Designed for both human browsing and AI consumption — clean deep-linkable sections so an agent can fetch exactly the slice it needs.

### Research Questions — https://rallies.ai/research/questions
The canonical public question hub for answer-shaped ticker research pages. Use it to discover common investor questions that map directly to indexable research section URLs, such as:
- Who owns NVDA stock? — https://rallies.ai/research/NVDA/funds
- What are politicians trading in TSLA? — https://rallies.ai/research/TSLA/politicians
- What do analysts rate MSFT? — https://rallies.ai/research/MSFT/analysts
- What changed in NVDA news today? — https://rallies.ai/research/NVDA/news
- Who is trading AAPL stock inside the company? — https://rallies.ai/research/AAPL/insiders
- What are AMZN's key financials? — https://rallies.ai/research/AMZN/financials
- Where can I find META SEC filings? — https://rallies.ai/research/META/sec-filings
- What is the AI research view on AMD? — https://rallies.ai/research/AMD/ai-report

### Fundamentals — https://rallies.ai/fundamentals/AAPL
Per-ticker financial statements (quarterly and yearly income statement, balance sheet, cash flow), earnings history, revenue trends, profit margins, EPS, key ratios (PE, ROE, etc.).

### News — https://rallies.ai/news
AI-summarized market news, tagged to tickers, with sentiment and links back to primary sources. Continuously refreshed.

Crawler discovery:
- Fresh Google News sitemap: https://rallies.ai/news-sitemap.xml
- Historical news archive sitemap index: https://rallies.ai/news-archive-sitemap.xml

### Blog — https://rallies.ai/blog
Stock analysis, AI investing, dividend investing, options education.

### Other public pages
About, Pricing, FAQs, Help, Terms, Privacy Policy, Cookie Policy, Contact.

## Pricing and access model

Rallies runs on a hard paywall with a 7-day free trial. After signup, a payment method is collected via Stripe (web) or Apple (iOS) but no charge happens until day 7. Authenticated app surfaces — Home, Portfolio, Watchlist, Markets, Chat, Arena, Agents, Alerts, Discover, Community, Debates, Feed, Screener — all require an active trial or paid subscription. If a logged-in user lacks a premium plan, they are redirected to `/get-pro` to start the trial or subscribe.

What stays public without an account: the marketing pages, feature pages, the blog, news, per-ticker Research pages (all sections), per-ticker Fundamentals pages, and the legal/help pages. These are SEO surfaces and remain indexed.

**Plans:** $19/month or $99/year (saves ~57% versus monthly, equivalent to ~$8.25/month). Cancel anytime from account settings — access continues through the end of the current billing period.

## FAQ (from the live FAQ and pricing pages)

**What is Rallies?**
An investment research platform built around live market context, portfolio-aware workflows, and investor-specific datasets.

**How do I create an account?**
Sign up with your email address, Google, or Apple.

**Is Rallies free to use?**
No. Rallies runs a hard paywall with a 7-day free trial, then $19/month or $99/year. The blog, news, and per-ticker research and fundamentals pages remain public without an account.

**Why does it cost $19?**
The subscription pays for premium market data, charts, news and filings infrastructure, portfolio-aware analysis, daily digests, and the investor datasets that power the app — not just a language model wrapper.

**Can't I just use ChatGPT or Perplexity?**
Generic AI tools do not know your connected portfolio, your watchlist, or the product-specific datasets inside Rallies. Rallies combines live market context, portfolio-aware chat, community data, fund and politician portfolios, and AI Arena performance in one workflow built for investing research.

**How is Rallies different from other finance apps?**
Most finance apps track net worth, budgets, and subscriptions — a different job. Rallies is built specifically for investing: live market data, charts, news, filings, portfolio-aware chat, fund and politician portfolios, community data, and AI workflows that understand what you actually own.

**Does Rallies provide investment advice?**
No. Rallies is a research and educational platform. That includes Agents, alerts, portfolio-aware summaries, and AI outputs. Rallies is not your investment adviser, does not provide personalized recommendations, and does not place trades.

**Is my data secure?**
Yes. Portfolio connections are read-only — Rallies cannot trade or move funds. Portfolio data is encrypted in transit and at rest, used for personalized research, and only surfaced in anonymized aggregate form for community-level insights.

**Can I cancel anytime?**
Yes, from account settings. Access continues through the end of the current billing period. Web billing is via Stripe; iOS billing is via Apple.

**Is there a mobile app?**
Yes — Rallies is available on the web, iOS (App Store ID 6745213959), and Android (https://play.google.com/store/apps/details?id=com.rallies.app).

**How do I get help?**
Email support@rallies.ai or use the in-product chat.

## Positioning vs. competitors

**Rallies vs Perplexity Finance:** Rallies is portfolio-aware and built for investing research. Perplexity Finance is general-purpose search applied to finance queries. Rallies ingests connected brokerage positions and produces answers that depend on what the user actually owns; Perplexity does not.

**Rallies vs ChatGPT:** ChatGPT can answer market questions, but it pulls from a training cutoff and has no view of the user's portfolio. Rallies grounds every answer in live market data and (with permission) the user's real holdings, and stacks agents, alerts, digests, and investor datasets on top of the chat surface.

**Rallies vs Bloomberg Terminal:** Bloomberg is the institutional gold standard at roughly $24,000/seat/year. Rallies delivers the part of the research workflow retail investors actually need — fundamentals, filings, hedge fund holdings, politician trades, analyst data, news, and portfolio-aware AI — for $99/year.

**Rallies vs Seeking Alpha / Motley Fool:** Those are content sites that publish opinions. Rallies is a data + AI + workflow platform: the user asks questions, builds agents, tracks net worth, and gets sourced answers tied to a real portfolio, not a stock-pitch newsletter.

**Rallies vs Robinhood / brokerage research:** Brokerage research is thin and generic. Rallies sits on top of the brokerage (via SnapTrade), aggregates across all of a user's accounts (brokerages, banks, crypto, physical assets), and produces research that knows what the user owns.

**Rallies vs personal finance apps (Monarch, Copilot, Mint-style):** Personal finance apps focus on budgets, bills, subscriptions, and net worth shape. Rallies focuses on investing — researching positions, monitoring risk, finding ideas. It tracks net worth, but as a research input, not the destination.

## Legal
- [Terms](https://rallies.ai/terms)
- [Privacy Policy](https://rallies.ai/privacy-policy)
- [Cookie Policy](https://rallies.ai/cookie-policy)