# Rallies: AI Financial Copilot — Agentic net worth tracking

> AI-powered stock research and portfolio analysis tool. (iPhone/iPad app by Blotter LTD.)

- Source: https://appshunter.io/ios/app/rallies-ai-financial-copilot/id6745213959 (this page in markdown: same URL + `.md`)
- Developer: [Blotter LTD](https://appshunter.io/developer/1762521398)
- Category: Finance
- Price: Free with in-app purchases
- Rating: 4.70/5 from 144 App Store ratings · 29 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 172 MB
- Languages: American English
- Released: 2025-07-11
- Data updated: 2026-08-30
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/rallies-ai-financial-copilot/id6745213959/reviews.md

## What is Rallies?

Rallies is your AI-powered stock research app built for clarity, speed, and trust. Ask questions in plain English, get data-backed answers, and work directly from live charts and fundamentals. Connect your portfolio to see what drove performance, where risk concentrates, and how to improve diversification—without juggling tabs or spreadsheets.

WHAT YOU CAN DO
• Chat about any ticker or your portfolio. Examples: “Why did my portfolio dip today?”, “Rank holdings by contribution this month,” “Is CRM expensive vs peers?”, “Show support and resistance for NVDA.” Answers cite the numbers they rely on so you can verify.
• Work from the chart. Live candles with common ranges (1D, 5D, 1M, 6M, 1Y, All) and popular indicators (20/50 MA, RSI, MACD). Tap Analyze with AI to turn the view into context and next steps.
• Research companies in depth. Clear pages for revenue, margins, profitability, cash flow, returns, valuation, ownership, and estimates—plus concise bull vs bear takeaways you can scan quickly.
• Follow the market in one place. A fast Markets view with Overview, News, Market Data, Earnings, and Insights keeps key context one tap away.
• Find ideas with the Screener. Filter by Price, Market Cap, EPS, P/E, Rating, Revenue, Gross Profit, Target, Shares, and more. Shape or refine screens using natural language.
• Keep your research trail. Save watchlists and revisit conversations, company pages, and comparisons any time.

PORTFOLIO INTEGRATION
• Overview. See net worth, performance by period, and contribution by holding.
• Attribution. Identify top/bottom contributors and understand what changed over your chosen window.
• Diversification & overlap. Sector/industry mix, concentration flags, and name overlap so you don’t double-stack risk.
• Risk & sensitivity. View volatility context and which names drive swings when a sector moves.
• Earnings exposure. See which holdings report this week/next and jump into research pages to prepare.
• Ask the portfolio. “Which positions are near support?”, “Who has negative estimate revisions?”, “Summarize today by winners/losers and common themes.”

ADVISOR LENSES
Switch lenses inspired by classic styles—value, growth, quality, momentum—to see how a thesis shifts when priorities change. Each lens emphasizes the metrics it cares about most so tradeoffs are explicit.

HOW IT WORKS
Type a question or open a tool. Rallies fetches fresh market data, analyzes what matters (fundamentals, technicals, news, fund/ownership context), and replies in plain English with links, numbers, and charts. With your portfolio connected, the same loop runs across your holdings so drivers, risks, opportunities, and follow-ups are immediately clear.

EXAMPLE PROMPTS
• “Compare revenue growth, margins, and valuation for GOOG vs AMZN.”
• “Explain today’s move across my portfolio and list top three drivers.”
• “What changed in semiconductors today? Give me the key themes.”
• “Show CRM’s historical revenue and profitability, then summarize the last two earnings.”

DESIGN FOR RESEARCH
Readable typography, consistent layouts, and quick navigation keep long sessions comfortable. From a chart you can jump to fundamentals; from a table to peers; from a market brief straight to relevant tickers—without losing context.

PRIVACY & CONTROL
You decide what to connect and what to keep local. Manage portfolio connections and visibility in Settings. Rallies is a research tool and does not execute trades.

DISCLAIMER
Rallies provides market information and research tools for educational purposes only and does not provide financial, investment, tax, or legal advice. Investing involves risk, including possible loss of principal.

Terms of Use: https://rallies.ai/terms
Privacy Policy: https://rallies.ai/privacy-policy

## Key features

- AI-powered stock research
- Plain English Q&A
- Live charts and indicators
- In-depth company fundamentals
- Portfolio performance analysis
- Stock screener with natural language
- Market overview and news

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Rallies Pro | $19.99 | per month |
| Rallies Pro Yearly | $99.99 | per year |


## Recent user reviews (10 of 29)

All indexed reviews: https://appshunter.io/ios/app/rallies-ai-financial-copilot/id6745213959/reviews.md

### 5/5 — BEST APP

*2026-07-29*

This is exactly what AI + fintech needs

### 2/5 — Love the idea behind it, but too many bug

*2026-06-21*

Created a watchlist, but could only get it to show up on in a browser, not the app. I tried closing and reopening and played with it too long… and AI search results require required me to scroll to the right to see all the text. Having to scroll back-and-forth within a tight window to read anything is a no go for me. Canceled free trial, but might try again in the future if they fix these issues.

### 1/5 — Was great when free

*2026-06-11*

Good app. Not worth $20 a month though.

### 5/5 — GAME CHANGER

*2026-05-29*

Honestly can’t trade without rallies anymore. Amazing technical analysis and agents. Could find everything in here.

### 1/5 — No longer usable

*2026-05-28*

This app actually used to be really good but it’s no longer usable at all, they’ve changed it into a portfolio watcher (I guess there isn’t enough already?) that isn’t what the original app used to be and you can’t actually use the stock and asset search anymore. They also added a huge paywall $20 a month (for a portfolio “copilot”) for a service that’s free on other apps.

### 5/5 — Fantastic Portfolio Manager

*2026-05-25*

Rallies is a great portfolio manager for me! It was very easy to connect and the ai agents are very helpful to let me know what’s going on with it!

### 5/5 — Great App!

*2026-05-19*

Rallies has great features, “agents” that you can create to help monitor your portfolio. The fact that you got access to great data - real-time data - allows you to focus on what matters to your portfolio. I can’t praise this app enough, a great assistant that keeps you on track and filters out the noise!

### 1/5 — Terribly broken, avoid

*2026-04-27*

Seems like vibe coded by a muffin using GPT2?

Connected portfolio - failed to generate summary, told me to reconnect 

can’t find where to disconnect and connect again 

nor to add more accounts 

going to settings there is no way to close them, so you have to restart the app

please give up

### 3/5 — Monthly or annual fee

*2026-04-19*

You must agree to pay an annual or monthly fee to use this app. That’s fine, but disclose this upfront before I download it and sign up.

### 5/5 — Best portfolio manager I’ve used

*2026-03-28*

really easy to use and get connections to all my brokerages, takes the work out of opening 7 apps to see my finances and investments

## Frequently asked questions about Rallies

### What does Rallies do?

Rallies is an AI-powered app designed for stock research and portfolio analysis. It allows users to ask questions in plain English and receive data-backed answers, analyze stocks using live charts and fundamental data, and connect their portfolios to understand performance drivers and risks.

### What are the key features of Rallies?

Key features include AI-driven stock research through natural language queries, interactive live charts with technical indicators, in-depth company fundamental data, a portfolio integration for performance and risk analysis, a stock screener, and a market overview with news and insights.

### How much does Rallies cost?

The app is free to download and use, with in-app purchases available for enhanced features or services. Specific pricing for in-app purchases is not detailed in the provided description.

### What kind of devices is Rallies compatible with?

The description does not specify device compatibility. However, as a mobile application, it is generally expected to be available on iOS and Android smartphones and tablets.

### How can Rallies help me with my investments?

Rallies can help by providing quick, data-backed answers to your investing questions, enabling you to research companies more efficiently, and offering insights into your portfolio's performance, diversification, and risk factors. The AI can help identify trends and potential opportunities or risks.

## Version history (last 5 releases)

### 1.13 — 2026-07-24

Fixed attribution bugs

### 1.12 — 2026-06-05

- Bug fixes
- You can now see trending AI funds

### 1.11 — 2026-05-15

- You can now connect your bank accounts through Plaid
- Agents and AI funds let you create your own agents that can keep an eye on whatever you want.

### 1.10 — 2026-03-23

- Bug fixes
- Better portfolio connection flow
- Added a few more portfolios
- Arena feed is now more readable

### 1.09 — 2026-02-27

This is a slight revamp of the app with a few changes.

- Arena is now available in the mobile app.
- UI updates
- Digests for portfolio are available in the app.
- Notifications are live.

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## More apps by Blotter LTD

- [Blotter: Bye Bye Furus](https://appshunter.io/ios/app/blotter-bye-bye-furus/id6529524104)

All apps by Blotter LTD: https://appshunter.io/developer/1762521398

## Related topics

[rallies ai](https://appshunter.io/ios/topics/rallies-ai) · [rallies](https://appshunter.io/ios/topics/rallies)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-30.*