Is there a free trial?

Yes, we offer a 14-day free trial with unlimited access to all features of our Premium Plan. You can cancel anytime within the 14 days at no cost and with no commitment.

What is Sagehood's money-back guarantee?

We don't offer a traditional money-back guarantee. Instead, we provide a 14-day free trial with unlimited access to our platform. This allows you to explore all features without any cost or commitment. You can cancel anytime within the 14 days at no charge.

Can I cancel my subscription anytime?

Yes—you can cancel your subscription at any time. During your 14-day free trial: Cancel through your account settings before day 14, and you won’t be charged at all. After your free trial ends: Any cancellation you make in your account settings will take effect at the end of your current billing period. You’ll retain access until that date, and you won’t be billed again.

Optimize Your Portfolio with AI Agents

Get institutional-level insights powered by AI agents working like hundreds of expert analysts to optimize your portfolio.

Connect Your Portfolio

How it works

Your Portfolio, Optimized in 3 Simple Steps

Unlock the full potential of your portfolio with ease. No need to track news, earnings, social sentiment, or market data yourself. With just 10 minutes a day, you can monitor, analyze, and optimize just like professional investment firms.

Connect or Build

Seamlessly link your brokerage accounts or manually input your portfolio to get started without delays.

Analyze Instantly

Unlock real-time, AI-driven insights personalized to your unique asset mix, performance metrics, and market conditions.

Engage & Improve

Chat directly with Sagehood Agents to get deeper analysis, actionable recommendations, and strategic guidance whenever you need it.

Ready to See Your Portfolio Smarter?Secure. Private. No financial advice provided.

Connect Your Portfolio

Skip the Advisor. Hire an AI Investment Team.

Sagehood Deep Diagnosis Report

Clear snapshot of your portfolio’s strengths and weaknesses.

Portfolio Health Check

Instant health score and actionable alerts.

Performance vs Indexes

Benchmark your portfolio against S&P 500, Nasdaq, and more.

Spider Chart

Detailed breakdown: Value, Liquidity, Diversification, Risk, Return, Growth Potential, Cost Efficiency, Stability.

And so much more ...

Sagehood Agents: AI Expertise, Always at Work for You

Behind every insight, chart, and recommendation is a team of Sagehood Agents — intelligent AI models trained on decades of market behavior. These agents continuously monitor your portfolio, detect risks and opportunities, and deliver clear, timely analysis.

Sagehood Core Agent

Coordinates specialized agents to ensure smooth collaboration and integration of insights.

Macro Economist Agent

Specializes in tracking global economic conditions and government policies.

Sector Analyst

Provides in-depth analysis of the 11 GICS sectors and their sub-industries.

Social Media Buzz Agent

Monitors real-time sentiment and trends across social media and news platforms.

News Agent

Analyzes breaking news to identify market-moving risks and opportunities.

Geopolitical Agent

Tracks political events and their implications on the market.

Risk Management Agent

Focuses on identifying and mitigating investment risks.

Financial Analyst Agent

Evaluates the financial health of individual companies.

Technical Trader Agent

Focuses on trading strategies for technology stocks.

SEC Filing Watchdog Agent

Monitors and analyzes filings submitted to the SEC.

FAQ

Get the answers you need to make the most out of Sagehood.

Yes—you can cancel your subscription at any time.
- During your 14-day free trial
  Cancel through your account settings before day 14, and you won’t be charged at all.
- After your free trial ends
  Any cancellation you make in your account settings will take effect at the end of your current billing period. You’ll retain access until that date, and you won’t be billed again.