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your ai sidekick
for investing

your ai sidekick
for investing

Arriving November 12, 2025.

Introducing the Arta AI Sidekick, built for investing. Analyze and track portfolios, streamline research tasks, and question almost anything with just a conversation.

understand your investments

Arta AI gives you a clear view of your holdings and what drives them, instant performance comparisons to benchmarks, and easy-read stats that reveal how your portfolio measures up.

learn from other people’s portfolios

Gain ideas from shared portfolios by other Sidekick users. Share only what you want to.

Image of other people's portfolio
Image of other people's portfolio

give your sidekick some work

Turn recurring investment chores into automated workflows. From monitoring markets to surfacing key trends, Arta AI tracks, analyzes, and summarizes what matters to you, all on your schedule.

talk to your sidekick, anywhere

You can talk to it. You can email it. You can WhatsApp it. Switch languages to हिंदी, Português, Русский, Français, 繁體中文, and many more. More than just a chatbot, it works with your communication style.

whatsapp and communication modes
whatsapp and communication modes

use the right tool
for the job

Like every good sidekick, yours comes with all the tools to get the job done. Ask for a cash-flow analysis or work through scenarios for a specific portfolio - with more tools getting added all the time.

tools
tools

multi-asset support

Research and track global equities and ETFs listed on 7 global exchanges, as well as major cryptocurrencies holdings. Mutual funds, currencies, real estate, private market funds, and more exchanges and asset types are coming soon.

tell your sidekick about your assets

Start tracking your portfolio in seconds. Just enter a few tickers to start seeing portfolio metrics immediately, or upload a brokerage statement for more regular and accurate performance reporting. Update using PDFs or a screenshot - your Sidekick will take care of the rest.

choose your plan

Choose the plan that matches what you want from your Arta AI Sidekick

Essential$10/MONTH
1st month free

For personal investors who check in with Arta AI on their portfolio every few weeks.

Multi-asset support for global stocks, bonds, ETFs, and major crypto holdings

Unlimited number of portfolios

Chat, Talk, and Whatsapp your Sidekick

Update portfolios easily with the Chrome extension and statement parser

Includes a starter usage across the agent, tools, & tasks

Get started
Pro$50/MONTH
1st month freE

For investors who want Arta AI to provide daily or weekly portfolio insights, with regular deep research or analysis tasks.

Everything in the Essential plan and

More usage across agents, tools and tasks

Recurring access to specialized analyses: for example, over-concentration checks, alternative asset liquidity comparisons, and more coming soon.

Get started
Advisors$275/MONTH
1st month free

For advisors starting with Arta AI to save time and scale their expertise.

Multi-asset support for global stocks, bonds, ETFs, and major crypto holdings

Support for multiple clients with unified servicing, and unlimited portfolio creation

Team plan that supports up to 5 advisors with a shared Knowledge Base

Train your Sidekick on company or proprietary data

Bulk portfolio updates - coming soon

Priority support

Get started

Pricing in $USD. Additional taxes may apply.

Cancel anytime
No set up fees
Secure payment processing
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your AI sidekick is coming soon

Launching November 12, 2025

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