Edgen
Ed is an AI investment copilot from Edgen that monitors US & HK stocks, ETFs and 100+ crypto tokens, continuously analyzes your portfolio, and delivers stock picks, alerts, and deep research tailored to how you invest.
Edgen is finance software teams evaluate for finance. Use this page to review pricing, integration signals, and the best alternatives before you commit.
Quick Overview
Best for: Finance
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Finance
Pricing snapshot
Freemium from Free
Next step
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Edgen
Ed is an AI-driven investment companion from Edgen designed for investors in US and Hong Kong equities, ETFs across thematic buckets, and over 100 crypto tokens. Ed continuously monitors your holdings, reads filings and market data from 100+ sources, synthesizes signals with multi-dimensional ratings and 360° reports, and proactively alerts you to portfolio blind spots, concentration risks and important events. The product targets retail and active investors who want a personalized, persistent assistant that remembers their portfolio and investment preferences and delivers actionable analysis, transparent stock picks (with entries, stop losses and full theses), and automated portfolio reviews. Ed provides free access with usage limits and paid Pro/Expert tiers for heavier usage and added credits and support.
Ed is an AI investment copilot from Edgen that monitors US & HK stocks, ETFs and 100+ crypto tokens, continuously analyzes your portfolio, and delivers stock picks, alerts, and deep research tailored to how you invest.
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Claim this listingKey Features
Personalized AI Copilot
Ed learns from your portfolio, questions, and investment style to deliver answers and analysis shaped around what you hold and care about.
Continuous Monitoring & Alerts
Ed monitors your holdings, reads filings and market data across 100+ sources, and proactively surfaces portfolio blind spots, concentration risks and relevant news.
Public, Transparent Stock Picks
AI-generated stock picks published on a schedule (Tuesday & Thursday) with entry, stop loss and full thesis; performance tracked publicly since 2025.
Multi-Asset Coverage
Coverage of US and Hong Kong listed stocks, 330+ ETFs across 42 themes, and 100+ crypto tokens with in-depth AI research available for many tickers.
Deep Analysis Reports & 8-Dimension Ratings
360° reports and multi-dimensional ratings synthesizing hundreds of data points to support investment decisions.
Automated Portfolio Review
Automated reviews highlight diversification gaps, exposures, and suggestions based on your actual holdings and exposure.
News & Thematic Coverage
Curated market news across sectors (e.g., AI, Clean Energy, Semiconductors) and region-specific updates for US, HK and crypto markets.
Credits & Usage Controls
Usage model with free daily messages and paid credit-based tiers (Pro and Expert) for higher-volume use and priority support.
Pricing
3 messages per day free. Try Pro free for 7 days. No credit card required to start.
Free
Free- 3 messages per day
- Access to core Ed features and monitoring
Pro
From $16.67/month- 3,000 credits/month
- 7-day free trial
- Expanded usage beyond free daily messages
Expert
Price not listed on page- 10,000 credits/month
- Priority support
Use Cases
Busy Retail Investor
Get concise, portfolio-specific alerts and analysis so you can know when something materially changes without constant market monitoring.
Active Trader
Receive AI-curated stock picks (with entry and stop-loss levels) and fast data-dense analysis to support shorter-term decisions.
Long-term Portfolio Monitoring
Automated portfolio reviews and exposure analysis to identify concentration risks and diversification gaps for buy-and-hold investors.
Crypto & Multi-Asset Research
Compare crypto tokens, track news and on-chain developments, and view ratings and reports alongside equities and ETFs.
Data-driven Investors
Use Ed's 100+ data sources and 8-dimension ratings to access dense, structured research and 360° reports for due diligence.
Integrations
Claim this listing to add integrations.
Benefits
Limitations
Frequently Asked Questions
What is Edgen?
Is Ed free to use?
What markets does Ed cover?
How is Ed different from ChatGPT for investing?
Does Ed tell me what to buy?
Is my data safe with Edgen?
What's the difference between Pro and Expert?
Getting Started
- 1 Step 1: Sign up for Ed (Try Ed Free) — no credit card required and no commitment
- 2 Step 2: Add or connect your portfolio and holdings so Ed can learn your exposures (connect method via app/site)
- 3 Step 3: Ask Ed questions, review automated portfolio reports and follow published picks & theses
Support
Docs / Website
Help resources, Terms of Service, Privacy Policy and onboarding information available on the Edgen website.
Priority support
Priority support is offered to Expert plan customers (details accessed through account or subscription pages).
API
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