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Platform

See the Versatum platform.

37 pages, 85 widgets, 30+ AI features — and an Autonomous Trader that can run them. A complete intelligence platform spanning stocks, options, forex and crypto: an Autonomous Trader fleet, live broker execution, an agentic Copilot, AI-powered research, and one workspace with no AI in it at all — laid out on a dashboard you build and tuned to the way you trade.

Launch VersatumAll 37 tools, documented
The workspace

Every workspace, end to end. Built to argue with itself before it ever recommends a trade.

Seven sections, each named after the job you are doing rather than the asset class it touches. Today holds your dashboard and opens on Morning Picks — up to 20 setups drawn from 300 large caps before the bell, each with a verdict, entry, stop, targets and a position size — and on Gap Analyzer, which asks whether the day’s twelve largest movers are panic-driven or justified. Then Trade, Validate, Research, Markets, Sentiment & Flow and Portfolio — all stitched into one explainable platform, and every page composes from the same widget library.

Widget Dashboard

Build the exact view you need, for any asset.

A drag-and-drop canvas with 85 widgets in 11 categories — resize, rearrange, and customize every component across stocks, options, forex, crypto, Autonomous Trader, ML, and RL. Your grid of quote, chart, news and macro widgets is saved to your account.

Every widget is a self-contained AI surface — its own context-aware Copilot, grounded in that single widget, with its own prompt grounding and its own export. Reshape the dashboard in seconds by dragging; the Copilot on any widget answers from that widget alone.

  • 85 widget types in 11 categories — each one resizable and configurable
  • Price charts and quotes, fundamentals, news and macro, options, forex, crypto, Autonomous Trader monitors, ML strategy and RL training
  • Every page composes from the same widget library
  • Each widget carries its own context-aware Copilot, its own prompt grounding and its own export
  • Portfolio-level options Greeks aggregation as a dashboard widget
  • Layouts are saved to your account — one arrangement per trading mode
78widgets
Live Grid
Quote · NVDA
$875.42+2.84%
$875.42
Mini Chart
5d · +4.2%
Greeks
Δ0.42
Γ0.01
Θ-0.04
V0.18
Δ 0.42
F&G Index
72Greed
72 · Greed
Insider
5trades
5 trades
News
12 stories
Watchlist
AAPL
NVDA
TSLA
8 stocks
Heatmap
sectors
Copilot
idle
Templates × trading modes

Twelve starter templates. Three layouts each.

Start from any of 12 starter templates, each of which lays itself out differently for each of the three trading modes — then save your own arrangement per mode.

Switch modes and the grid rewires itself: the layout you saved for that mode comes back, alongside every signal and threshold the mode retunes (see trading styles below). Build the exact view you need for any asset, once per style.

Widget Catalog
Market Data
Price Chart
Quote
$263.88+3.17%
Market Overview
SPY
QQQ
DIA
IWM
Sector Performance
Sector Heatmap
Fundamentals
P/E28.4
EPS$6.42
Mkt Cap$3.2T
Financials
Earnings
Earnings Calendar
DCF Evaluation
Price
Fair
Technical Indicators
58
72
44
Research
Analyst Rating
4.2
Industry P/E
Co
Ind
Mkt
Macro Indicators
GDP▲
CPI▼
Jobs▲
News
Insider Trading
BUY
SELL
BUY
Watchlist
AAPL
NVDA
TSLA
META
Options Chain
Options Signals
BULL CALL87
PUT HEDGE72
85 widgets|11 categories
1/4
Stock Quote
Price Chart
Fundamentals
Earnings
Technical Analysis
Insider Trading
Analyst Research
Targets & Estimates
DCF Evaluation
Financial Statements
Market News
Indices & Breadth
Sector Performance
Sector Heat Map
Economic Indicators
Analyst Rating (TradingView)
Industry P/E Comparison
Options Signals
Options Flow
Earnings Calendar
Options · Overview
Options · Chain
Options · Flow
Options · Greeks
Options · Strategies
Options · All Signals
Options · Return Simulator
Options Screener · Scan
Options Screener · Portfolio
Options Screener · Stress Test
Options Screener · Strategy Scanner
Options Screener · OI Tracker
Options Screener · Earnings Analyzer
Options Screener · Daily Brief
Forex · Overview
Forex · Technicals
Forex · Signals
Forex · Chart Patterns
Forex · Deep Research
Forex · Market Overview
Crypto · Overview
Crypto · Technicals
Crypto · Signals
Crypto · Chart Patterns
Crypto · Deep Research
Crypto · Trade Validator
Crypto · Whale Tracker
Crypto · Narrative Radar
Crypto · Fear & Greed
Crypto · Alpha Scanner
Crypto · Market Overview
Autonomous Trader · Agents
Autonomous Trader · Config
Autonomous Trader · Monitor
Autonomous Trader · Performance
Autonomous Trader · Trades
ML · Stock Ranking
ML · Strategy Builder
ML · Backtest
RL · Training
RL · Results
RL · Models
Chart Patterns
Stock Fear & Greed
Whale Tracker
News Sentiment
Deep Research
Factor Alpha
Investment Committee
Congress Trades
Activity
Market Heat Map
Industry Performance
Sectors Overview
Economy Overview
Economic Calendar
Notifications
Watchlist Health
Company Explorer
Portfolio
Watchlist Risk Map
Research Explorer
Trade Validator
Stock Comparison
Markets Overview

All 85 widgets, in 11 categories — the same list the add-widget picker shows you inside the app.

Trading styles

Three trading styles. One toggle rewires every screen.

Select your trading style and every AI feature recalibrates — signals, thresholds, timeframes, risk parameters, options strategies, and the prompts themselves all adapt automatically. Switch trading modes and the AI stack rewires: timeframes, factor weights, prompts and signal severity all adjust in unison, across all four asset classes — stocks, options, forex, and crypto. Same ticker, three different verdicts.

Day Trade

Minutes to hours. Scoring prioritizes momentum, volume, and intraday structure. Tight stops, quick exits.

Timeframe
5-minute bars · 5-day window
Signals
Momentum-first scoring: momentum-weighted signals, VWAP and EMA 9/21 confluence, volume confirmation
Options
0–7 DTE (2 DTE ideal), ATM strikes, high-gamma plays and debit spreads
Risk
Tight risk params: ATR(14) stops at 1.0–1.5×, intraday-only, minutes-to-hours holds

Swing Trade

Multi-day holds. Technical setups are balanced against fundamental catalysts for 2-10 day positions.

Timeframe
4-hour bars · 90-day window
Signals
Technical + fundamental blend: EMA 21/50 over the 200, trend-following bias, pattern & catalyst signals
Options
14–45 DTE (30 ideal), slight OTM, spread strategies — balanced setups with technical confluence
Risk
Moderate risk tolerance: ATR(14) stops at 1.5–2.5×, support-based, 2–10 day holds

Long-term (Position)

Weeks to months. The weighting shifts to value, earnings trajectory, and macro alignment.

Timeframe
Daily bars · 1-year window
Signals
Value-driven analysis: SMA 50/200 crosses, earnings trajectory, macro alignment, fundamental catalysts
Options
90–730 DTE (180 ideal), LEAPS, covered calls, income and theta-harvesting strategies
Risk
Conservative sizing: ATR(14) stops at 2.5–3.5×, sector diversification, weeks-to-months holds

What the toggle moves

  • Timeframes, indicator periods, signal thresholds and signal severity
  • Options DTE bands, expiration-aware auto-selection by trading style, and the AI ranking of options strategies for your trading mode
  • Stock Picker factor weights — 10 of the 35 factors active for Day Trade, 25 for Swing Trade, 18 for Long-term — and a backtest window that follows the mode: three months, six, or a year
  • Trade Validator weights — day traders get momentum, VWAP and intraday flow; long-term traders get fundamentals and analyst targets; VWAP and intraday flow carry zero weight for swing holds. Switching style re-weights all twelve dimensions
  • Forex pip multipliers and pip targets
  • Copilot prompts — its answers adapt to the style you are in
  • Dashboard layouts — every starter template has a layout per mode, and your own arrangement is saved per mode
  • The accent colour of the whole app

Each of these is written up where it lives: Stock Picker, Trade Validator, options strategies, forex and the Copilot.

Every AI capability, the Copilot, and all signal/research pipelines across stocks, options, forex, and crypto dynamically adjust when you switch trading styles.

Versatum is built for active retail traders and prosumers who want hedge-fund workflows without writing code or paying for Bloomberg or FactSet — day traders, swing traders, and long-term investors all get the same data providers, the same AI features, and the same SnapTrade brokerage routing, ready the moment you sign up.

Market views

Where do I see the whole market, and my own names, at a glance?

Three reference views sit beside the AI desks: the broad tape, the names you follow, and where the heat is today.

Market Overview

Indices, futures, bonds, currencies and crypto at a glance, from TradingView embeds — with the day’s gainers and losers alongside. The Forex and Crypto desks each carry their own Market Overview tab as well.

Market coverage

Watchlist

Persistent watchlists synced via Supabase, with polled quotes and AI health monitoring. Your names with a daily digest, an opportunity ranking, health checks and a risk map across the list — Watchlist Health and Risk Mapper sit on it as sub-tabs.

Health & Risk Mapper

Industries & Heat Map

Sector and industry heatmaps with rotation analysis, plus a custom watchlist treemap: your watchlist and the S&P 500 as treemaps, where tile size is market cap and colour is today’s move. Sectors covers all 11 sectors’ moves and P/E history; Industries gives the same view at industry resolution, drawn from a curated 203-name industry map, to find the sub-theme that is actually moving. Each carries an AI Analysis tab on where money is rotating.

AI Sector AnalysisAI Industry Analysis
Built in

More built in.

The infrastructure you'd otherwise stitch together — already part of Versatum, and ready the moment you sign up.

MCP Integrations

Point your own AI clients at 166 tools.

Mint API keys, set monthly quotas, and point external Model Context Protocol clients — Claude Desktop, Cursor, n8n, or a custom agent of your own — at Versatum's MCP server and its 166 tools. Mint a key and connect.

Every key has per-key usage tracking with revoke controls. Inside the app, Copilot Agent Mode reaches the same 166 MCP tools. The tour beside this also cycles through live trading, paper trading, Smart Watches and iOS mobile — the first three are written up under Trade & automate.

  • 166 tools for external Model Context clients
  • API keys you mint yourself, each with a monthly quota
  • Per-key usage tracking and revoke controls
Live Trading
Brokerage via SnapTrade
BUYNVDA
MARKET
Qty
10 sh
Est. Price
$263.92
Notional
$2,639
Review order
Submit
Connected brokers
IBKR·RobinhoodWebullAlpacaCoinbase

Activity History

Searchable audit trail across five tabs — All, Deep Research, ML Scoring, Backtests and Copilot — covering every Deep Research session, ML scoring run, backtest, and Copilot conversation you have done. Replay any session, reopened from one feed; an Activity widget puts the same trail on your dashboard.

Mobile Experience

Fully responsive across the app. On a phone the dashboard reflows into a purpose-built stack and the Copilot opens as a full, dedicated sheet — the whole platform in a browser tab. A Capacitor-powered native iOS build is in development.

Cloud Sync

Supabase auth, watchlists, watches and sessions, pushed to every device. Watch state syncs across your devices via Supabase push, your dashboards are saved to your account, and Copilot Agent Mode conversations persist across devices.

Live Brokerage (SnapTrade)
Link your existing brokerage and route orders from the same screen.
Live trading
Autonomous Trader Backend
Three agent types with backtest + live infrastructure.
Autonomous Trader

The whole platform.
One workspace.

Start FreeSee Pricing