Arta AI Sidekick

Arta AI Sidekick is your always-on investment assistant, analyst, and portfolio aggregator that can power-up your investment insights - all through a simple conversation.

This extension allows you to upload any statement from your browser directly to your Arta AI portfolio and optionally to add uploads to an existing Arta AI portfolio.

How it works

1. Take a screenshot of any web page.
2. Use the built-in blur/blackout tool to hide any data you want kept private.
3. Choose the Arta AI portfolio to update and upload the redacted screenshot.

The extension is built to make ingestion quick and simple from the browser.

PROFESSIONAL TOOLS, MADE SIMPLE

See everything in one place - Track your portfolio across global equities, ETFs, crypto, all aggregated in a unified view. Coming soon - mutual funds, real estate, and private equity

- Wake up smarter - Your Sidekick processes news, market data, and analyst research 24/7, delivering the latest that affects your portfolio without the noise
Treat your Sidekick like your investment analyst - Assign your AI agent tasks to run automatically: track price movements, monitor rating changes, generate regular reports, or run recurring analyses
- Effortless portfolio tracking - Screenshot, WhatsApp, upload PDFs, or manually enter your holdings. Arta AI extracts the data you need, while keeping it private and safe
- Deep investment analysis - Run simulations, intricate analyses, and cash flow projections – tools that professional money managers use daily
Talk to your AI sidekick - Ask questions anytime via voice or chat in 10+ languages.
- Learn from others - Compare your portfolio with anonymized peer benchmarks to gain inspiration for your next move

GROUNDED IN REAL DATA

Unlike general-purpose AI, Arta AI Sidekick is built on an infrastructure that’s purpose-built for investing.

- 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.
- Licensed financial, markets, and pricing data
- Easily research and access SEC filings and earnings reports

FOR ADVISORS & FINANCIAL INSTITUTIONS

Unified client view: Advisors get a single dashboard for all client accounts.
Custom information and research access: Firms can equip their advisors with proprietary research and knowledge-bases to gain a competitive edge.
White-label ready: Partner banks and brokerages can embed Arta AI directly into their own apps, trained on their research and tuned to reflect their brand’s voice.
Sign up free: https://arta.ai/