CloviTrade
Eight signals. One view. Your edge.
CloviTrade closes the financial data synthesis gap: retail and RIA investors have access to Bloomberg-grade raw data but lack the synthesis layer (AI + multi-signal fusion) that turns data into actionable intelligence. At $29–$499/month, CloviTrade delivers institutional-grade signal fusion with probabilistic AI narrative that exists nowhere else below the $2,000+/month Bloomberg tier, capturing an underserved $1.7B SAM of DIY investors and independent advisors.
CloviTek AI vs category alternatives.
An overview of CloviTrade
CloviTrade is an AI-powered equity research workbench that delivers eight-signal analysis with probabilistic AI synthesis in under 90 seconds. Unlike single-metric stock-scoring tools, CloviTrade fuses fundamentals, technicals, options flow, insider transactions, institutional ownership, macro context, earnings quality, and short interest into a structured, confidence-weighted research report. It surfaces institutional smart money activity (unusual options + 13F + Form 4 cross-referenced) and allows DIY investors and RIAs to synthesize market intelligence without institutional tool budgets. Not a trading bot, not a black-box recommender — a transparency-first research workbench that empowers users to decide.
Where CloviTrade plays
Market scale
- SAM$1.7B
- SOM · base Y3$4.8M ARR (base Y3) — modeled
TAM = total addressable · SAM = serviceable addressable · SOM = serviceable obtainable (modeled base-Y3 ARR). Market sizes are third-party estimates.
Modeled opportunity · base Y3
Modeled 3-year ARR
Modeled estimate · pre-revenue · not a forecast of actual results. Forward figures are modeled estimates for a pre-revenue company — not booked revenue or a guarantee. TAM/SAM/SOM are market-sizing estimates; ARR is projected bottom-up from listed prices.
Built to win, not to blend in
Eight-signal fusion (fundamentals + technicals…
Eight-signal fusion (fundamentals + technicals + options flow + insider transactions + institutional ownership delta + macro context + earnings quality + short interest) with per-signal confidence — no competitor below $500/month offers this breadth
Key features
From start to result in 4 steps
Add stocks and ETFs to your research watchlist. CloviTrade pulls fundamental data, price history, analyst consensus, and earnings history for every ticker you track.
Generate a structured research brief for any ticker: business model summary, competitive moat assessment, risk factors, valuation multiples vs peers, and an AI-generated investment thesis.
Use the stock screener to filter by sector, market cap, P/E ratio, revenue growth, earnings surprise history, and custom financial criteria to surface investment candidates matching your strategy.
Save research notes per ticker, track your thesis changes over time, and export research summaries as PDF reports for portfolio review sessions or sharing with investment partners.
That's the complete CloviTrade loop — no manual steps, no tab-switching.
CloviTrade vs the alternatives
| Feature | CloviTrade | Alternative A | Alternative B |
|---|---|---|---|
| AI-generated bull/bear/neutral investment thesis | |||
| Custom stock screener with financial formula filters | |||
| Research note history per ticker | |||
| PDF research report export | |||
| Integrated with CloviCrypto for cross-asset research |
Comparison based on publicly available plans and features as of 2026. Competitor info may change.
Common questions about CloviTrade
No. CloviTrade is a research and intelligence platform only — it does not execute trades or connect to brokerage accounts. This keeps it outside regulatory scope and lets you use it alongside any broker.
A glimpse of CloviTrade
CloviTrade ships as a fully branded, production-grade product on the CloviTek AI platform — integrated auth, billing, and a polished interface your team and customers can use from day one.
Real screenshots — no mockups
What you see is what you get. Every screenshot below is from the live CloviTrade product.
Works with CloviTek AI platforms
CloviTrade integrates with sibling CloviTek AI products — each connection makes the whole platform more powerful for you.
CloviCharts
CloviTrade uses CloviChartsConnects to your stack
Designed for these teams
Angel investors, early-stage VC (Series A focus), high-net-worth individual investors, fintech-focused accelerators
Put to work
DIY investor performs 90-second due diligence before buying a stock, sees all eight signals + smart money activity + earnings quality warnings in one research card, avoids over-reliance on single metrics
RIA generates client-ready research memo in 5 minutes using white-label PDF export instead of spending an hour pulling data and writing narrative summaries manually
Quant hobbyist backtests signal combinations by piping CloviTrade API data into his Python notebook, correlates his proprietary signals against CloviTrade's factors
Fund analyst covers a new ticker via AI synthesis report, reviews smart money activity, and builds a first-pass coverage memo in one afternoon instead of one week
Where it's going
Phase 1 (Months 1–3, MVP Hardening): Onboarding flow with guided first lookup (target 55% 7-day activation), alert reliability hardening, mobile-responsive React polish, Finnhub WebSocket reconnection logic
Phase 2 (Months 3–6, Growth Features): Congressional leaderboard with return attribution (virality driver), backtesting module launch (unlocks Quant tier), portfolio-level composite score dashboard, automated monthly earnings quality PDF report
Phase 3 (Months 6–12, Scale Features): White-label PDF export for Enterprise (branded reports), crypto asset signal expansion (CoinGecko integration for top 50), custom signal weighting via Quant UI, QuantConnect data provider integration
Phase 4 (Year 2+, Platform Play): CloviTrade Signal Network white-label API ($999–$2,499/month) sold to RIA software and portfolio tools; institutional-grade options chain + real-time dark pool integration (Tradier/CBOE feeds) to compete with $2,000+/month tools
Plans & tiers
Pricing is fetched live from our billing system and reflects current published rates.
Start building with CloviTrade today
CloviTrade ships production-ready with your branding, domain, and billing wired up in under 24 hours. No infrastructure work required.