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Description

An Equity Trust self-directed account empowers you to take charge of your investments. We equip our clients with cutting-edge tools and technologies that facilitate investments in both traditional and alternative assets, all consolidated into one easy-to-navigate platform. Discovering lucrative investment opportunities for your self-directed account has never been simpler. Welcome to Investment District, where you have the option to explore and select from premier platforms and providers across various sectors including cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate. Seize the reins of your financial destiny by crafting a personalized portfolio that grants you the freedom to invest in both alternative and traditional assets, potentially minimizing or even erasing taxes on your investments. Equity Trust caters to your needs with a range of options, including individual accounts, small business plans, and education and health savings accounts. Additionally, you can access a wealth of resources such as FAQs, online and in-person events, the Investor Insights blog, client success stories, educational videos, and much more to enhance your investment journey. Your path to financial independence begins here, as you navigate the diverse investment landscape with confidence.

Description

Stock Expert AI serves as a complimentary platform for U.S. stock research tailored for self-directed investors. Its public stock pages integrate company details alongside dated analyses generated by artificial intelligence. Certain qualifying companies can receive a current five-pillar MoonshotScore, which encapsulates various research elements without forecasting future returns. Users can access stock pages, screening tools, and the Journal archive without needing an account. By creating a complimentary account, individuals can enhance their experience with features like watchlists, portfolio management tools, Moon AI chat, War Room discussions, and options for paper trading. The AI functionalities are subject to rolling 24-hour limitations, including a maximum of 30 conversations with Moon AI, 30 messages in the War Room, and 5 portfolio scans. It’s important to note that the refresh rates for prices, score calculations, and AI-generated write-up dates are all separate entities. Additionally, the release of new Journal editions is currently on hold. Comprehensive information regarding pricing and methodology can be found on the official website, and while the platform offers educational research, it does not function as a brokerage or a registered investment advisor. This distinction is crucial for users seeking to understand the nature of the services provided.

API Access

Has API

API Access

Has API

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Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0 (usage limits apply)
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Equity Trust

Country

United States

Website

www.trustetc.com

Vendor Details

Company Name

Stock Expert AI

Website

www.stockexpertai.com

Product Features

Product Features

Alternatives

Alternatives

No Alternatives