List your company

Volaren terminal

Investment, trading and wealth · by Volaren

An agentic portfolio manager with Briefing, Portfolio, Explore, Copy trade, and AI agents for monitoring accounts, analyzing holdings, exploring ideas, copying disclosed trades, and automating strategies within user-defined limits.

Visit website

What it does

An agentic portfolio manager with Briefing, Portfolio, Explore, Copy trade, and AI agents for monitoring accounts, analyzing holdings, exploring ideas, copying disclosed trades, and automating strategies within user-defined limits.

  • Aggregating brokerage accounts into one portfolio view
  • Explaining portfolio changes and suggesting investment ideas
  • Turning investment ideas into trades
  • Copying disclosed trades and investment strategies
  • Running configurable AI investing agents
Category
Investment, trading and wealth
Users
Individual investors managing accounts across multiple brokers
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free plan$0
  • EnterpriseCustom
    • Quoted by their sales team

Prices as published by Volaren, checked Oct 2026.

Security and compliance

As reported by Volaren. Ask for audit reports before you buy.

  • SOC 2 Type IICertified
  • TLS 1.3 encryption in transit
  • HSTS enforcement
  • AES-128 encryption at rest
  • Application-level Fernet encryption for sensitive fields
  • bcrypt password hashing
  • TOTP-based two-factor authentication
  • Account-level data isolation
  • Immutable audit logging with one-year retention
  • Brute-force lockout and rate limiting
  • Weekly dependency vulnerability scans and static analysis
  • Documented incident-response playbook with customer notification within 72 hours of confirmed incidents
  • Daily automated backups
  • Multi-region hosting

Reviews

No reviews yet

Reviews come from people who use Volaren terminal at work. Share how your team uses it to help other buyers decide.

Write a review

Alternatives

  • TradeFlow

    AI-powered platform that processes data in any format, reconciles against client systems, and handles exception resolution automatically for trade settlement and middle-office o...

  • FactIQ

    Investment research data platform built for AI agents, accessible via Claude Code plugin, ChatGPT, and Claude connectors.

  • OffDeal

    AI-enabled investment bank for small businesses.

  • AI Allie

    by Alinea Invest, Inc.

    AI copilot providing conversational financial education, real-time market insights, and personalized investment recommendations.

  • Goodfin Platform (GO)

    by Goodfin

    Agentic AI platform for sophisticated investors to research, curate, and build institutional-grade portfolios in pre-IPO investments across AI, space, and defense.

  • Tilt Pro

    by Tilt

    Premium subscription for access to expert and topic ranking profiles across hundreds of topics.

Is this your product?

Claim it to keep details accurate and submit evidence for the next ranking review.

Claim Volaren terminal