Every account in one place. An AI assistant you can ask. Routines that keep watch.

Genobee connects to the brokers you already use and shows holdings, cash and orders side by side, so you don’t have to switch between apps. Ask the assistant about your accounts or enter an order in plain English instead of filling in forms. Routines watch for the conditions you set. When one is met, Genobee alerts you, and you can act on it straight from the alert. You decide what happens next and place every order yourself.

Open the web app Browse markets

You can use a demo account to explore Genobee’s features before linking a broker.

From the web appDEMO

What's in my demo account?

Routines · 2 watchingAlert me if MSFT reaches $540.

NVDA drops 2%NVDA is down 2.1% today, which meets your routine.

Screens are illustrative: sample routines, not a real account or live quotes.

No account needed

Pages you can use without signing in

Markets Major indexes and a chart of the day’s mover, with live market data. app.genobee.ai/markets Any US stock A chart from one day to five years, key stats and the option chain. app.genobee.ai/stock/NVDA

Steps

How it works

01Sign in with Google or DiscordThere is no separate Genobee password to create.

02Link a broker on its own login pageYou approve the connection on your broker’s site. Genobee does not receive your broker password.

03Set up a routine and get alertsDescribe a condition, such as a price level. Genobee watches it during market hours and alerts you when it is met. Any order is yours to place.

Combined portfolioHoldings, cash and today’s change across all connected accounts. A symbol held in several accounts is shown once.

AssistantAsk about your accounts, or type an order in plain English and the Assistant fills in the ticket. You check it and place it.

RoutinesGenobee watches your conditions during market hours and alerts you when one is met, so you can act on it straight from the alert.

Brokers

Supported brokers

Trade and view

AlpacaWebullE*TRADE tastytradePublicmoomoo

View holdings

SchwabFidelityand more

Before you connect a broker, Genobee shows whether you can trade through it or only view it. Broker names are trademarks of their owners.

Security

How accounts are protected

No broker passwordsYou sign in on your broker’s page. Genobee does not receive the password.

Encrypted tokensBroker tokens are stored with AES-256-GCM and sent over HTTPS only.

You approve every tradeGenobee cannot place a trade without your confirmation or move money outside your trades.

Disconnect anytimeUnlinking a broker deletes every token Genobee stores for it.

Company

Founding team

Genobee is a software company based in San Jose, California, founded in 2026. We build tools that help investors keep track of all their brokerage accounts in one place. We are not a broker-dealer, custodian or investment adviser, and we hold no customer money or securities. Genobee is free to use.

Contact: team@genobee.ai

Peter FongCo-founder · AI and ProductLinkedIn ↗

Zheheng MaiCo-founder · EngineeringLinkedIn ↗