Audience
Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
About Volaren
Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.