Edgen

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.

Freemium Enterprise 70/100
#154 in Finance (154 tools)
Just launched
18316 directory views this week

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

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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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Key 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

Free Tier Available

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

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Benefits

Personalized, persistent AI assistant that remembers your portfolio and preferences across sessions
Proactive monitoring and alerts that surface what matters without constant manual research
Transparent, tracked stock picks and full-thesis reporting to evaluate AI recommendations

Limitations

Ed does not provide explicit buy, sell, or hold instructions — it provides analysis and theses only
Free tier is limited to 3 messages per day; heavier usage requires Pro or Expert credits
Primary market coverage is US and Hong Kong stocks plus listed crypto tokens and ETFs (not all global exchanges)

Frequently Asked Questions

What is Edgen?
Ed is your AI investment companion by Edgen. Ed watches your portfolio, reads market data from 100+ sources, and tells you what matters — from stock picks to earnings analysis to daily briefings. Ed learns how you think and shapes every answer around what you hold and what you care about.
Is Ed free to use?
Yes. 3 messages a day are free. Pro starts from $16.67/month. You can try Pro free for 7 days.
What markets does Ed cover?
All US and Hong Kong listed stocks, plus 100+ crypto tokens and 330+ ETFs across 42 investment themes. Over 1,000 US stocks and 300+ HK stocks have in-depth AI research reports.
How is Ed different from ChatGPT for investing?
ChatGPT starts fresh every conversation. Ed maintains a continuous conversation — it remembers what you hold and proactively reaches out when something changes.
Does Ed tell me what to buy?
No. Ed never issues explicit buy, sell, or hold orders. It presents data, analysis, entry prices, stop losses, and a full thesis — you decide. Every pick is tracked publicly since 2025.
Is my data safe with Edgen?
Edgen states that data is encrypted and isolated, never shared, and never used to train their models.
What's the difference between Pro and Expert?
Both use the same Ed model. Expert provides 10,000 credits/month and priority support versus Pro's 3,000 credits/month.

Getting Started

  1. 1 Step 1: Sign up for Ed (Try Ed Free) — no credit card required and no commitment
  2. 2 Step 2: Add or connect your portfolio and holdings so Ed can learn your exposures (connect method via app/site)
  3. 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

Available: No

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