Volaren
Who we are
Volaren is your personal investing agent for every account you own.
The short version
Volaren watches all your brokerage accounts at once. It explains every move, suggests what to do next and trades your decisions for you, inside the limits you set.
It runs in a web terminal at your desk, in your phone's browser and by text: the same portfolio and the same AI agents in each.
Everything from your phone
You can do everything from your phone. Open Volaren in your phone's browser for your portfolio, your AI agents and their approvals, the same as the web terminal.
When an AI agent wants your approval for a trade, it texts you the trade and its reason: reply YES to approve it, or NO to skip it. The text's link opens the same trade on your phone.
Copilot
Copilot is where you talk to Volaren. Ask about a holding, a company, a market or your whole portfolio. It reads the filings, prices and news, runs the analysis and answers in plain words, with every number traced to its source. It analyses eight asset classes: stocks, options, commodities and futures, crypto, bonds, rates, indices and currencies.
It does more than answer. In the same conversation it can run a backtest, build a portfolio or start an AI agent for you.
Idea to trade
Bring a view: a company, an industry or a shift you think is coming. Idea to trade researches it and builds a reasoned book across asset classes, from stocks to bonds, currencies and crypto. Each line comes with what the company does, why it fits your thesis and the evidence for it.
When the book looks right, one step turns it into an AI agent that keeps it in line with your thesis.
AI agents
An AI agent is a set of rules with a budget. It watches what you ask it to watch, does the research and tells you what it would do, and why.
You decide how far it goes. Tell me only, Ask me first (you approve each trade), or Trade automatically inside limits you agree to: how much it may spend, how large one order may be, how many orders a day, what it may trade and which account it uses.
Every agent keeps a record you can check, and every rule is visible. You can change its rules, pause it or stop it whenever you like.
Copy trade
Follow the disclosed trades of members of Congress and the reported holdings of well-known funds and investors. Copy any of them as an AI agent and it mirrors their moves in your own account, sized to your limits.
Tax-aware
Volaren knows which account each position sits in. The Tax view shows the losses you could harvest across every account, the replacement for each, open wash-sale windows and an estimate of your tax for the year. Retirement accounts are marked as untaxed.
A tax-loss harvesting AI agent can do the harvesting for you, and the trade ticket shows the tax effect before you place an order.
Your money stays at your broker
Volaren is not a broker. You connect the accounts you already have through SnapTrade or Finatic, and your cash and shares stay exactly where they are. Volaren never sees your broker login and cannot move money in or out.
When a trade is placed, it goes to your own broker through that connection, and your broker executes it.
The data underneath
The analysis runs on professional-grade market data: fundamentals and estimates, real-time and historical prices, filings, earnings calls and transcripts, options and futures, on-chain crypto activity, macro and rates. Priced at the going rate for these feeds, it is well over $100,000 a year.
Volaren is free to start, with 100 credits a month. One paid plan, $12 a month, includes 1,000 credits a month and real-money trading across the terminal, phone web and text, with boosts of 1,000 credits when you run out. See Pricing.
The people behind it
The cofounders met at the University of Chicago and worked on Wall Street before building Volaren. Read our story.
Volaren is backed by Y Combinator, Afore Capital and Andreessen Horowitz, and works with Anthropic, SpaceX and OpenAI as partners.
Questions, ideas or a broker you want us to support: get in touch.