Features / Portfolio Management
AStar connects to 35 brokerages including Schwab, Fidelity, Robinhood and Webull, then keeps positions, balances, and cash in sync automatically — no manual entry, no adding it up yourself across apps.
Connect any of 35 supported brokerages. AStar keeps positions, balances, and cash in sync automatically — you never type in a trade by hand.
Each brokerage connects through a token-based authorization. AStar never collects or stores your brokerage username, password, or security questions.
Positions and cash roll up into one number for total exposure, concentration, and allocation — instead of adding it up yourself across apps.
Cash sweeps, dividends, and new trades sync in automatically, so the number you're looking at is the number that's actually true right now.
Remove a linked account whenever you choose. AStar stops pulling new data immediately.
Every account in one table, with risk measured the same way across shares and options.
A day-trading account and a retirement account shouldn't be managed the same way. Set goals, risk tolerance, and volatility limits separately for each one.
Tell AStar how you actually trade each account, and get suggestions shaped around that — not one generic model applied to everything you own.
Set how much risk you're comfortable with separately for each account, so alerts and suggestions respect the account they're for.
Liquidity, greeks, and IV on every strike, ranked.
OptionsBuild any strategy and see its exact payoff first.
MonitoringLive status on every position — Comfortable, Watch, Breached.
MonitoringNotified automatically when earnings or other events hit a position.
MarketSee which sectors and themes are leading, improving, weakening, or lagging.
MarketSentiment, indices, curated news, and theme momentum in one glance.
MonitoringA multi-chart wall that auto-populates from any criteria you pick.
MonitoringQuick scans for movers by percentile, price, and volume vs. the 20-day average.
AIEvery technical and options signal, plus a configurable AI verdict and exact trade setups.
AIBuild your own buy/sell criteria with AND/OR logic, and backtest before going live.
AIRules and AI surface opportunities you define.
TaxCross-broker wash-sale checks and tax-lot-aware selling.
AStar Trading