

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.


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.


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.


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
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
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.
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
Pricing in $USD. Additional taxes may apply.

