Aldex

Aldex provides a comprehensive personal investing dashboard designed to centralize investment management. The platform enables you to track various portfolios, maintain organized watchlists, and document trading activities through a dedicated trade journaling system for better performance analysis. Customizable framework rule set that bleeds into your watchlist and portfolio. Use the budget optimizer to suggest a spread of your daily/weekly/monthly funds to build existing positions or add new ones. Discovery tab with market trends, news, screeners for both stocks and crypto. Smart money tab with big name investors and funds with descriptions of who they are and why they’re tracked. Direct SEC EDGAR links to their 13F and Form 4 filings.