VibeTrade
Create an AI‑first research companion that empowers retail investors (ages 25‑45) to make smarter, data‑driven decisions without needing deep financial expertise or juggling multiple broker dashboards. By unifying read‑only portfolio views across broker‑deals and delivering personalized, conversatio
The Problem
• Instant, personalized analysis – Natural‑language queries generate tailored stock overviews, sentiment scores, and risk metrics in seconds. • Unified multi‑broker snapshot – A single read‑only aggregation layer consolidates holdings from any supported broker, eliminating fragmented dashboards. • Contextual education – Real‑time market events are paired with bite‑sized learning modules, satisfying regulatory pushes for investor education and boosting user confidence. • Predictable subscription pricing – At $19.99 / month users unlock premium AI screening, advanced analytics, and unlimit
Market Opportunity
Total Addressable Market
$62 M
Serviceable Obtainable Market
$100 M
Market Trends
• AI‑Driven Personal Finance – 2023‑2025 sees a 35 % YoY increase in AI‑enabled fintech features (CB Insights). Users now expect natural‑language research, sentiment scoring, and automated screening, creating a fertile environment for VibeTrade’s core proposition. • Shift to Subscription Models – Fintech SaaS products are moving away from transaction fees toward flat‑rate subscriptions, with average ARR per user rising from $12 (2020) to $18 (2023) (FinTech Capital). VibeTrade’s $19.99/mo ali
Product Screens
Broker Connect
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