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Features

Everything Soar does, explained

A complete tour of the product — trade cards, the dashboard, the watchlist, on-demand analysis, the autonomous bot, tokens, notifications, support, and the document center. No jargon. Tier-by-tier.

Quick overview

The surface map

Soar publishes high-conviction trade setups up to nine times a day, lets you generate on-demand analysis on any of 14,000+ tickers, and (optionally) executes those signals automatically via a bot that runs on your own infrastructure. Most of that is reachable from one of nine surfaces:

  • Dashboard — live signal cards, up to nine sessions per day, watchlist quick-view + live price banner. Open the dashboard
  • Trading History — closed-trade ledger, cumulative performance curve, Hall of Wins. View trading history
  • Watchlist — track unlimited tickers + holdings, get alerts on signals + price moves. Open the watchlist
  • My Bot — live equity, open positions, trade log, and pause / resume / disconnect controls for every bot you've connected. Open the bot view
  • On-demand reports — generate a fresh Soar analysis for any of 14,000+ tickers, three depths to pick from. Tap the search bar from the dashboard, or use the asset sheet's "Run" CTA.
  • Notifications — premium inbox with deep-link routing for every alert kind. Open notifications
  • Document Center — signed bot deployment agreements, billing receipts, trade confirmations. Open Document Center
  • Support — AI-assisted help, full ticket thread history, floating chat bubble that follows you across the app. Open a support ticket
  • Account settings — plan, payment, tokens, notifications, profile. Open account settings
Three tiers. Free shows every published signal. Bot Pro ($99/mo) unlocks high-conviction signals + Gold Picks + push alerts + the full institutional quant suite (Monte Carlo, backtest, volatility cone) plus a 24/7 automated bot on 1 broker. Bot Pro+ ($179/mo) adds up to 3 brokers, a larger monthly token grant, and advanced reporting. A paid plan bills immediately — there's no trial on the subscription itself. The free trial is the bot: run a Soar-managed paper bot free with no time limit, or deploy a real-broker bot in paper mode free for 14 days. Going live (trading a real broker) needs a paid plan. Full comparison below.
The trade card

How to read a Soar signal

A trade card is a single setup published by the Soar engine. Tap any card on the dashboard to open the detail sheet, where every field is shown at full size. Here's what each piece means:

  • Asset — the ticker (BTC, NVDA, GLD, etc.) plus its asset logo. The category chip tells you whether it's crypto, a US stock, an ETF, a commodity, or a leveraged ETF.
  • Direction badge — green LONG (the engine expects price up) or red SHORT (expects price down). Color-coded so you can read it in one glance.
  • Timeframe pill — today / week / month / quarter / year / multi-year. Affects how big the expected move is and how far the stop sits.
  • Conviction gauge — the vertical bar on the right edge of the card. Higher fill = stronger setup (0–95 score). See conviction tiers.
  • Entry zone — the price range where entering offers the best risk/reward. Displayed as a midpoint with the full range visible in the detail sheet.
  • Target 1 + Target 2 — the first take-profit (often where partial profit is reasonable) and the extended target if momentum continues.
  • Stop loss — the level where the setup is wrong. Exit here to cap the loss.
  • Thesis — the reasoning in clear terms. Why this asset, why now, and what would invalidate the call. Tap to expand the full breakdown.
  • State pills — LIVE SETUP (entry zone reachable), PAST T1 / PAST T2 (price has cleared a profit goal but card's still being tracked), STOP LOSS HIT (the setup invalidated), EXPIRED (timeframe ran out before targets hit).
  • Action row — Track to your watchlist, Pin to dashboard, Share via short link, Open in your bot if connected.
Cards are analysis, not advice. Soar publishes setups; you decide what to do with them. Always size positions to your own risk tolerance and never trade with capital you can't afford to lose. For the engine internals, see How the engine works.
Confidence

Conviction scoring + tiers

Conviction is a 0–95 score the engine computes across 13 independent signals — technical indicators, multi-timeframe alignment, volatility, market breadth, recent outcome history, news / sentiment, and macro fit. It's deterministic within a session: re-running the same inputs produces the same score.

Gold
80 – 95
Highest tier. Multi-timeframe aligned, R:R ≥ 2.5:1. Max 2 per session.
Strong
70 – 79
Healthy setup but missing one of the gold conditions. Paid plans unlock.
Standard
below 70
Standard-conviction signals. Free and paid plans both see these — full levels and thesis.
Watching
conviction misses gate
Setup is close but a key check failed. Shown as 'watching' on the dashboard, not tradeable.
A conviction score is a structural signal-strength reading. It is not a probability of profit and is not a recommendation. A higher score means more of the engine's independent checks agreed at publish time — not that the trade is guaranteed to work.
Why some setups don't publish

The quality gate

Every candidate setup runs through a final quality gate before it can publish. If any of these checks fail, the card is dropped — even if conviction is high:

  • Risk-reward floor. R:R must be ≥ 1.5 : 1 (typically ≥ 2.5 : 1 for gold). A bad-RR setup gets rejected even at conviction 90.
  • Stop-distance floor. The stop must sit at least N ATRs from entry — too tight and the setup gets stopped on noise.
  • Stop-distance ceiling. Stop too wide for the timeframe also rejects — a "today" card can't have a 10% stop.
  • Target side check. T1 must be above entry for longs (below for shorts); T2 must be further from entry than T1.
  • Stamped vs computed R:R. The R:R the engine cites must match the R:R the actual levels imply — within 0.1.
  • Signal coherence. Direction must agree with the underlying indicator stack — no bullish cards in a clearly bearish regime.
  • Stale-T2 reject. If the live price has already passed T2 at publish time, the card is rejected (the trade is effectively over).
Confirmation across horizons

Multi-timeframe alignment

A signal is "multi-timeframe aligned" when bullish (or bearish) signals appear consistently across multiple chart horizons — daily, 4-hour, and 1-hour. Alignment is a strong filter against false breakouts and choppy ranges.

Example: a card on BTC with conviction 84 and aligned status means the daily, 4h, and 1h charts all show bullish signals at publish time. Daily and 4h bullish while 1h is consolidating is NOT alignment — and the card wouldn't earn the gold marker.

The highest tier

What makes a card gold

A card earns the gold marker when it passes every tightening filter the engine has:

  • Conviction ≥ 80.
  • Multi-timeframe aligned.
  • R:R ≥ 2.5 : 1.
  • Recent win rate on similar setups ≥ 60%.
  • Setup quality score ≥ 75 (composite check across the gate dimensions).
  • Macro fit ≥ 40 — the broader regime isn't hostile to the direction.

Capped at 2 gold cards per session, so quality stays high. A typical session publishes 6–10 total cards; at most 2 are gold. Free users see gold cards in the locked state (preview only); paid plans unlock the full thesis + levels.

Where signals live

The dashboard

The dashboard is the main signal hub. Up to nine sessions per day land here automatically; the running countdown to the next session is visible at the top. Below the masthead you'll see a strip of category tabs and a live-price banner that ticks every 30 seconds for the assets currently in session.

Category tabs

  • For You — your personalized stream: assets you've tracked, watched, or recently researched, blended with fresh session signals.
  • Crypto — BTC, ETH, SOL, and ~30 other liquid digital assets.
  • Stocks — large-cap US equities (NVDA, AAPL, MSFT, etc.).
  • ETFs — sector + thematic ETFs (XLF, SOXX, ARKK, etc.) and leveraged variants (SOXL, SQQQ).
  • Commodities — gold, silver, copper, oil, natural gas via the most liquid futures or ETF proxies.
  • Options — single-leg calls & puts on liquid stocks/ETFs. The card shows the exact contract (strike, expiry) and prices the Entry/Target/Stop in option premium dollars, not the stock price. Every term on the card is tap-to-learn — tap any underlined word (strike, delta, breakeven, etc.) for a clear explainer. High-risk and OFF by default: a bot only trades options after you turn on "Allow options" in its settings (Alpaca only).
  • Watching — setups that didn't fully pass the gate but are within 20% of the threshold. Useful as "keep an eye on these" context.
  • Context — pure-data cards: macro regime, catalysts ahead (7-day earnings + macro calendar), sector pulse. No prediction — just situational awareness.

Search bar

Top of the dashboard. Type any ticker — registered or not — and you'll see live price + a quick chart + the most recent 5 closed cards on that asset. From there you can add to watchlist, track a specific card, or generate a fresh on-demand report at any tier.

Mobile: a dedicated Search row sits below the masthead. Desktop: the search input expands inline in the header when you tap the magnifier — no modal, no page change.

Live price banner

A horizontal ticker beneath the category tabs, showing the live price + 24h change for every asset currently in session. Tap any ticker to scroll to its card. The whole banner updates every 30 seconds while the dashboard is visible (no polling while the tab is in the background).

Who
All plans, including Free. Paid plans unlock Gold Picks and high-conviction signals fully.
Tracking + alerts

Watchlist, tracked cards, holdings

The watchlist is where you tell Soar "keep me posted on these." Three layers, each for a different intent:

  • Watched assets — assets you're monitoring. Soar fires a push notification the next time a new signal lands on a watched ticker, plus optional price-move alerts when the asset moves a configurable %.
  • Tracked cards — specific live cards you've pinned. Push fires when the card hits T1 or T2, when the stop triggers, or when the card retires.
  • Holdings — assets you actually own (paid plans). Soar recommends BUY MORE / SELL / HOLD per position based on the current engine read, and the position rolls into your portfolio P&L view.

How to add

  • From any card's action row: tap the Track icon.
  • From the search bar: type a ticker, then tap "Add to watchlist" in the dropdown.
  • From the watchlist page itself: the inline search + add field at the top.
Who
Watchlist + tracked cards: all plans. Holdings + BUY/SELL/HOLD recommendations: paid plans.
The track record

Trading History

Trading History is the closed-trade ledger for every signal Soar has ever published. It's the receipts page — proof of what the engine has done, win or lose. Pulled fresh from the database; no hand-curation.

What you'll see

  • Cumulative performance curve — equity-weighted index starting at 100, compounding each closed trade in the order it resolved.
  • Headline stats — closed trades count, best win %, average gain %, worst loss %.
  • Win rate gauge + outcome mix — circular gauge showing W/L tally, and a segmented bar breaking down T2 hits / T1 hits / stop-after-T1 / stopped / expired.
  • Biggest Win spotlight — the top realized gainer in the window, full thesis + entry → T2 path visible.
  • Monthly Returns heatmap — calendar grid colored by month-level P&L.
  • All Trades tab — paginated list (10 per page), filter by Wins / Losses / Expired, grouped by session day.
  • Hall of Wins tab — the top 10 realized gainers ever, presented as a gold / silver / bronze trophy podium with the original card detail visible.

What it does NOT show (yet)

Today Trading History blends every closed setup into one stream. It doesn't yet break out performance per category or per conviction band — that view ships in a later release. The cumulative curve assumes equal-position sizing per trade and excludes commissions/slippage (clear methodology note is on the page itself).

Who
All plans.
Run an analysis on any ticker

On-demand reports

On-demand lets you generate a fresh Soar analysis for any of 14,000+ tickers— not just the ones currently in session. Use it when you want a structured read on something you're considering, or when a card you care about needs a re-check after a big move.

Three depth tiers. Each costs tokens (or comes from your included allotment on a paid plan). Higher tiers add more horizons, more quant tools, and more text.

Light · 3 tokens
Quick read
~20 seconds
  • Live price + chart
  • Technical indicators (RSI, MACD, EMA)
  • Clear thesis + clear levels
  • Single perspective (current timeframe)
Best for
When you want a fast read before deciding to dig deeper.
Medium · 6 tokens
Adversarial
~45 seconds
  • Everything in Light, plus:
  • Explicit bull case + bear case
  • 4 timeframe perspectives
  • Invalidation level — what would make the thesis wrong
  • Catalyst awareness (upcoming earnings + macro)
Best for
The most popular tier. Shows the strongest counter-argument next to the thesis.
Full · 25 tokens
Institutional
~90 seconds
  • Everything in Medium, plus:
  • 6 timeframe perspectives
  • Monte Carlo simulation (500-path probability)
  • Signature-match backtest curve
  • Sensitivity matrix + returns distribution
  • Volatility cone vs the asset's baseline
  • Scenario tree (bullish / base / bearish forks)
  • Branded PDF export
Best for
When you want institutional-grade depth — equivalent to what a desk analyst would produce.

How to run one

  • From the dashboard search bar: type the ticker → tap a tier from the result panel.
  • From any asset sheet (search hit, watchlist, or card): tap "Run Soar engine".
  • Every report saves to My Reports automatically — kept forever.
  • Regenerate any existing report at 30% off the underlying tier cost (max 2 regens per card).
Paid plans include free allotments. Bot Pro and Bot Pro+ both include 10 Light per category per week + 5 Medium per week + 5 Full Institutional per month, no tokens spent. Free users pay per report (tokens, or à la carte: Light $0.99 / Medium $2.99 / Full $9.99).
Where
Search bar on the dashboard, or asset sheet "Run" CTA. Reports archive at /my-reports.
Who
All plans. Free pays with tokens or à la carte; paid plans get included weekly allotments.
A different kind of signal

Options signals

Alongside stock and crypto signals, Soar can surface options ideas — single-leg calls and puts on US stocks and ETFs. An options card reads differently from a stock card: it's priced in option premium (what one contract costs), not the share price.

How to read an options card

  • A purple OPTIONS pill on the card face marks it as an options idea.
  • Call (a bet the asset rises) or Put (a bet it falls), plus the strike price and expiry date.
  • DTE (days to expiry), the breakeven price, and delta so you can see how the option behaves.
  • Every options term on the card is tap-to-learn — tap any chip for a clear definition.

Find them in the Options tab on the dashboard, or mixed into your stream when a strategy you follow surfaces one.

Simulated-only for now, and high-risk. Options ideas currently run in simulation so you can follow and learn from them — live options trading isn't enabled yet. Options can lose value quickly as expiry approaches and suit experienced traders. A bot only trades options after you turn on "Allow options" in its settings (Alpaca today; more brokers to follow).
Where
The Options tab on your dashboard; terms defined in the glossary.
Who
Everyone can see options ideas. Simulated execution today; live options trading is coming.
Trade the movers

Volatility Mode

Some names move too hard for a normal stop — small-cap space and biotech, momentum movers, fast themes. By default the engine skips them: it won't place a setup it can't put a safe stop on. Volatility Mode turns those names back on, the right way.

How it keeps the risk in check

  • Soar produces the setup with a wider, structural stop sized to the asset's real swing.
  • It then automatically takes a smaller position — so the dollars you risk per trade stay the same as a normal setup. Bigger swings, same risk budget.
  • It's a per-bot toggle: turn on Volatility Mode in a bot's settings, the same place as leveraged holdings and options.

This makes a high-volatility strategy (like Space) tradeable instead of perpetually empty — without loosening the safety math.

High-risk, and Soar Paper for now. Volatility Mode runs on Soar Paper bots today so you can follow and learn from it with simulated capital — live volatility trading isn't enabled yet. It's OFF by default; a bot only trades these names after you turn it on in its settings.
Where
Per-bot setting in My Bot → Volatility Mode.
Who
Everyone can enable it on a Soar Paper bot. Live volatility trading is coming.
Your bot hub

My Bot — live equity, positions, controls

Once you've deployed a trading bot via the connect-broker wizard, My Bot is where you watch it run. Every connected broker gets its own card on the page; if you have multiple bots (Bot Pro+), you see all of them in one view with separate per-broker P&L.

What each bot card shows

  • Status pill — green LIVE / amber PAUSED / red DISCONNECTED / blue STARTING with last-heartbeat timestamp.
  • Equity tile — current account equity from the broker, today's P&L in $ and %, invested vs cash idle, open position count, plus a sparkline of the last ~24 hours.
  • Open positions — every active position with entry, current price, position size, unrealized P&L, and the Soar-monitored protective levels (stop / T1 / T2) below each row.
  • Recent trades — last 25 fills the bot has placed, each with a SO-YYYYMMDD-XXXXXX confirmation reference linking to the originating Soar signal.
  • Controls row — Pause / Resume / Disconnect / Edit risk profile. All biometric-gated (Face ID, Touch ID, or platform passkey) so the controls can't be triggered accidentally.
  • View-only broker portal link — direct deep-link to your broker's dashboard (Coinbase Advanced, Kraken Pro, Alpaca, etc.) so you can audit balances independently of Soar.

The single-bot Trade Health panel

When the bot is holding an open position on an asset that's also in the active signal stream, the relevant Soar card on your dashboard shows an inline "On your bot" panel instead of the "Send to bot" picker — with live quantity, average entry, current price, equity allocated, and an "Open in Bot View" button. Stops you from re-executing a trade you already hold.

Who
Paid plans (Bot Pro $99 = 1 broker; Bot Pro+ $179 = up to 3 brokers). Live now.
Place an order yourself

The order ticket

Beyond letting a bot act on signals automatically, you can place an order yourself. A "Place an order" chip on a report card — and inside the Copilot — opens an inline order ticket that routes through your connected bot to your broker.

  • Order type — market (fill now) or limit (fill at your price).
  • Limit price — set the exact price you want when using a limit order.
  • Size — override the bot's default by quantity, dollar amount, or percent of equity, or leave it on the bot's risk-based default.

Built-in safety

  • Order size is capped to your available cash.
  • A fat-finger guard: a limit price more than ~20% away from the live price falls back to a market order.
  • Orders below your broker's minimum size are floored to a tradeable amount.

Your bot places the order at your broker with your own keys — Soar never touches them. This is rolling out broker by broker; if you don't see it on your bot yet, it's coming soon.

Where
The 'Place an order' chip on a report card, or the Copilot.
Who
Bot subscribers on supported brokers. Rolling out per broker.
Change a working order

Amend or cancel a resting order

Placed a limit order that hasn't filled yet? The Resting orders block — in the order ticket and on My Bot — lists your open orders at the broker and lets you change your mind without leaving Soar.

  • Modify — change the limit price or the quantity of a working order.
  • Cancel — pull a working order entirely.

Safe by design: you make the change, and your bot applies it at the broker with your own keys (never Soar). Confirmations are biometric-gated. Live today for Alpaca, Kraken, and Coinbase; coming soon for the other brokers.

Where
The 'Resting orders' block in the order ticket and on My Bot.
Who
Bot subscribers on Alpaca, Kraken, or Coinbase today; more brokers soon.
Autonomous execution

How the trading bot works

When you opt in, Soar deploys a 24/7 bot that trades the signals you choose against your broker. You pick where it runs — a Cloudflare Worker or DigitalOcean droplet on your own account, or a fully managed Soar-hosted bot (see Where your bot runs below). Once deployed, the bot wakes up once a minute, around the clock. Every minute it:

  • Polls Soar for any new signals matching your risk profile + broker capabilities.
  • Checks your broker directly for cash + current positions.
  • Computes a position size against your tier's max % and per-trade dollar cap.
  • Places bracketed orders (entry + stop + take-profit) at the broker — natively where supported, simulated where not.
  • Reports a heartbeat back to Soar so the dashboard can show live equity, open positions, and the 24h trade log.

You can pause, resume, or disconnect from My Bot at any time. On a self-hosted bot, disconnect rotates the bot's auth secret and walks you through tearing it down from your own host account — leaving you with full unilateral teardown control. On a Soar-hosted bot, disconnecting stops it and deletes the stored keys.

14-day free simulated trial. Every new bot can run for 14days in simulated mode before it places a single real order — it evaluates live signals and executes them in simulation so you can watch exactly how it behaves. Switch it to live whenever you're ready; the trial lives on the bot itself, not on your subscription.
Live trading requires a paid plan. Free and the paper trial are simulated only — no real money moves. Deploying against a real broker, or switching a paper bot to live, needs an active Bot Pro / Bot Pro+ subscription, which bills immediately (there is no trial on a paid plan).

Supported brokers

  • Crypto: Coinbase Advanced, Kraken, Gemini, Binance.US.
  • US equities: Alpaca, Webull, Interactive Brokers, Robinhood (crypto-only via API today; equities pending broker access). Webull + IBKR run on a customer-managed DigitalOcean droplet — see their setup guides.
  • Perpetuals / derivatives: AsterDEX, Hyperliquid (jurisdiction-restricted; check the broker tile in the wizard for availability).

Risk profiles

  • Conservative — 1–3% per trade, 3 max concurrent positions. Default for new bots.
  • Standard — 3–5% per trade, 5 max concurrent positions.
  • Aggressive — 5–10% per trade, 8 max concurrent positions. Bot Pro+ only.
  • Custom — fully tunable: per-position % (0.5–30%), max open positions (1–20), per-trade max loss. Bot Pro+ only.

What those knobs control: per-position % is the most of your equity a single trade can use; max open positions is how many trades the bot can hold at once; per-trade max loss is a hard dollar cap on any one trade. A common setup is a tighter % on volatile crypto and a looser one on large-cap stocks. Bot Pro+ supports one custom profile per broker.

Where
Deployed via /dashboard/connect-broker. Managed at /dashboard/my-bot.
Who
Bot subscribers. On the self-hosted options Soar never holds your broker keys — see the Security section.
Trade with nothing on the line

Soar Paper + the free trial

Two different ways to trade in simulation — worth knowing which is which.

The 14-day trial

Every real-broker bot you deploy starts with a 14-day simulated window: it evaluates live signals and "trades" them in simulation, on a countdown, before it ever places a real order. Switch it to live whenever you're ready — the trial lives on the bot, not your subscription.

Soar Paper

Soar Paper is a permanent, reusable simulated bot that Soar runs for you — no broker, no API keys, nothing to connect. It fills trades at live market prices so results are realistic. Use it to sandbox a strategy, learn the dashboard, or paper-trade for as long as you like. When you're ready for real money, deploy a real-broker bot and move from Soar Paper to live.

Where
Deploy a Soar Paper bot from the Copilot or the connect-broker flow.
Who
Anyone — Soar Paper needs no broker keys. Live trading needs a paid plan + a connected broker.
Risk guardrails

Protective levels + auto-flatten

Soar-monitored protective levels

Every position your bot opens carries a stop and one or two take-profit targets. Soar watches those levels continuously as a safety net — if a level is reached and the broker-side protective order doesn't fire, Soar steps in and closes the position, so a winner isn't handed back and a loss doesn't run. You can see the stop / T1 / T2 under each open position in My Bot.

Auto-flatten (optional)

Prefer your bot to be flat overnight or over a long weekend? Turn on auto-flatten in the bot's settings to automatically close open positions at the end of the trading day, before after-hours, or before a market holiday. It's off by default — your bot holds through unless you switch it on.

Where
Per-bot settings in My Bot.
Who
Bot subscribers.
Where your bot runs

The three hosts — your choice

A Soar bot does not run on Soar's servers. You choose one of three places for it to live, and you confirm the choice during setup. The right host depends on your broker — Soar pre-selects it and shows the alternative greyed out with the real reason it isn't used.

Cloudflare Workers

Free for 1 bot · $5 / month for 2+

A serverless cron Worker on your own Cloudflare account. You pay Cloudflare directly — Soar never bills or marks up.

  • Right fit for Kraken, Coinbase, Alpaca and other REST-API brokers — the bot is lightweight and wakes once a minute.
  • No server to manage — Cloudflare runs it for you on a cron schedule.
  • Your API keys live in your own Cloudflare secrets — they never touch Soar's servers.

DigitalOcean

≈ $12 / month

A small always-on server on your own DigitalOcean account. You pay DigitalOcean directly — Soar never bills or marks up.

  • Required for Interactive Brokers + Webull — both run a persistent broker gateway that a serverless Worker can't host.
  • Runs 24/7 so your bot keeps a live broker session between sessions.
  • Your credentials are entered directly into a form on your own droplet — they never touch Soar's servers.

Soar-hosted

Managed by Soar

We run the bot for you — no account or server to set up. Soar runs and pays for the infrastructure — you only connect your broker.

  • Zero setup — no Cloudflare or DigitalOcean account, no API tokens, no server to manage.
  • We provision, monitor, auto-recover and redeploy your bot for you, hands-off.
  • Your broker keys are stored encrypted (AES-256) and scoped to trade-only — Soar can never withdraw or move your funds.
You pay the provider directly. DigitalOcean and Cloudflare bill you on your own account — Soar never marks up hosting. The Soar-hosted option is managed by Soar and priced through your plan. On the self-hosted options your broker keys never touch Soar; the Soar-hosted option stores them encrypted (AES-256, trade-only) with your consent — see Security & Trust.
Where
Chosen on the host step of /dashboard/connect-broker, right after you pick a broker.
Who
Bot subscribers. DigitalOcean ≈ $12/mo (IBKR + Webull) · Cloudflare free for 1 bot / $5/mo for 2+ · Soar-hosted managed.
The wallet

Tokens — earn, spend, auto-reload

Tokens are Soar's in-product currency for on-demand work. You earn them by using the platform (weekly grants on Free, monthly grants on paid plans, streaks, referrals, milestones, feedback) or buy them in packs from the Stripe-backed wallet.

What tokens unlock

  • Light report 3 tokens.
  • Medium report 6 tokens.
  • Full / Institutional report 25 tokens.
  • Regenerate an existing report — 30% discount on the underlying tier cost (max 2 regens per card).
  • Re-check / re-eval an open trade — 1 token. Asks the engine "is this thesis still valid?" against current price action.
  • Extend target after T2 hit — 1 token. Drafts a fresh T3 + trailing stop on a winner you want to keep riding.

How to earn (without paying)

  • Free weekly grant — Free users get 3 tokens every ISO week, auto-deposited (wallet cap of 9 from grants prevents stockpiling).
  • Bot Pro monthly grant — 50 tokens deposited each billing cycle.
  • Bot Pro+ monthly grant — 100 tokens deposited each billing cycle.
  • Streaks — daily check-in streaks at the 7-day and 30-day marks.
  • Referrals — when someone you invited converts to paid.
  • Sharing wins — verified share of a winning card.
  • Feedback grants — when you report a verified bug or actionable suggestion, the admin can grant 1–10 tokens directly to your wallet.

Auto-reload

Opt-in from the Tokens tab in account settings. Pick a threshold (e.g. "reload when balance drops below 5") and a monthly USD cap. When your wallet drops past the threshold, Soar charges your saved card for the smallest pack that gets you back above it. Hard-capped at your monthly limit so you can't accidentally run up a bill, with full transaction history in your billing documents.

Who
All plans. Token packs available in 3 sizes ($5 / $20 / $50).
Stay informed

Push notifications + the inbox

Soar pushes real-time alerts to your phone or desktop browser. 14 alert kinds, each independently toggleable. On iOS you'll be walked through Add-to-Home-Screen (a permission requirement Apple has on web push); on Android, macOS, and Windows it's a single permission prompt.

Alert kinds

  • Trade alerts — T1 hit, T2 hit, stop probation (price wicked through but not confirmed), stop confirmed, card retired.
  • Session alerts — new session published (with up to 6 top cards pre-loaded for one-tap open).
  • Watchlist alerts — asset on your watchlist matched a session signal, price-move tripwire fires.
  • Bot alerts — bot opened a trade, bot closed a trade, position moved ±5% from entry, account equity moved >2% vs anchor.
  • Macro critical — FOMC announcements, breaking macro events. Reaches every push subscriber regardless of plan (the only goodwill carve-out).
  • Support — ticket submitted, ticket resolved, admin replied.

The premium inbox

Every push also lands in the in-app notifications inbox. Grouped by day (Today / Yesterday / specific date), with the asset logo, the kind chip (color-coded by category), a one-line preview, and a tap-to-deep-link that opens the right surface — trade alerts open the card sheet, bot alerts open the bot panel, macro alerts open a half-sheet with the source link, session alerts scroll to the first matching card and flash it.

Unread alerts get a gold dot. Inbox auto-marks read on view. Permission state and per-device management both live in account settings.

Quiet hours + per-device + dedup

  • Quiet hours — pick a time window (e.g. 10 PM – 7 AM) when non-critical pushes are suppressed. Macro critical bypasses if you opt in.
  • Timezone — manually set or auto-detect; quiet hours respect it.
  • Per-device manager — see every device subscribed to your account, test-ping any one of them, disable from a stale device without affecting the others.
  • Dedup window — Soar won't fire the same kind for the same asset twice within 24 hours.
  • Rate limiting — max 1 push per minute per user; bursts of 3+ in 60 seconds roll up into a single "3 cards moved" summary.
Who
Paid plans get all 14 kinds. Free gets macro critical only (the goodwill carve-out).
Help when you need it

Support — AI-assisted + human-escalation

Soar's support surface is a real conversation thread, not a contact form. Every ticket becomes a multi-message thread you can keep replying to; admin replies, system events, and internal notes all stack chronologically.

How it routes

  • AI-assist first. When you submit a ticket, Soar's AI assistant reads the message + your account context (your bots, your tier, your recent trades) and posts an immediate, clearly-worded reply. Many simple questions resolve here without a human ever touching it.
  • Human escalation. Anything the AI can't handle gets surfaced to the admin queue. You'll get a push when the human replies.
  • Inline actions. The AI can offer one-tap action buttons inside the chat — pause this bot, disconnect that broker, top up your wallet — so you can act on a recommendation without leaving the chat.
  • Entity pills. If your question is about a specific bot, asset, or trade, the AI shows a chip you can tap to focus the answer on that entity.

The floating chat bubble

A small gold support bubble sits in the bottom-right corner of every signed-in page. Tap it to continue an open ticket without leaving the page you're on (great for asking about a card you're looking at, or a position you're reviewing). Closes back into the bubble when you're done.

Closing + reopening tickets

You can close your own ticket at any time from the support page (top-right Close button on the active thread). Closed tickets stay visible in your conversations list and are searchable; replying to a closed thread re-opens it automatically. Closed-ticket notifications also land in your inbox so you have a permanent record.

Where
Open a support ticket · or tap the floating bubble from any page.
Who
All plans. Bot Pro gets standard email; Bot Pro+ gets priority routing.
Your records

Document Center

The Document Center is the paper-trail surface. Anything legally meaningful or financially transactional gets a PDF here, accessible whenever you need it.

What lives there

  • Signed Bot Deployment Agreements — every time you deploy a bot, Soar captures the exact agreement HTML you reviewed (SHA-256 hashed), generates a timestamped PDF with your typed signature, and files it here. View or download any time. Provable later.
  • Trade confirmations — every executed bot trade generates a broker-style PDF confirmation (mirroring the Schwab / Fidelity / IBKR document style) with account holder name, confirmation reference, execution detail, fees, and a net-amount breakdown.
  • Billing receipts — subscription invoices and token-pack purchase receipts. Auto-generated by the Stripe webhook on every charge, emailed to you, and filed here.
  • Legacy bot attestations — for bots deployed before the full-PDF capture rolled out, a legacy attestation receipt is available with a header banner explaining the artifact's provenance.

How to use it

  • Each document has a View button (opens the PDF inline in your browser) and a Download button (saves the file locally).
  • Documents are grouped by type with the most recent at top.
  • Soar can't alter a signed agreement after the fact. If something needs to be amended, you re-sign via a fresh deploy.
Who
All plans (anyone who has signed an agreement or made a purchase).
Agentic / MCP

Connect your AI agent (MCP)

Soar runs a Model Context Protocol (MCP) server, so you can connect your own AI agent — Claude (Claude Code or Claude Desktop), ChatGPT, Cursor — and have it read your Soar signals, strategies, bots, and positions right inside your agent conversation. Ask your agent "what's Soar showing on my strategies today?" and it answers with live data instead of guessing.

Endpoint + auth

The server lives at https://soar.trade/api/mcp. Authenticate with your Soar API key as a Bearer token. Mint a key from your API keys page — API access is a paid feature (Bot Pro / Bot Pro+).

Authorization header
Authorization: Bearer soar_YOUR_KEY

Connecting your agent — step by step

1
Mint your Soar API key
Open your API keys page and create a key. Copy it the moment it's shown — it starts with soar_ and is never displayed again. (Requires an active Bot Pro / Bot Pro+ plan.)
2
Add Soar to your agent

Easiest — paste this to your agent and ask it to add the connector. Claude, ChatGPT, and Cursor can wire it up for you:

Give this to your agent
Add this as an MCP connector for me:
• Server (Streamable HTTP): https://soar.trade/api/mcp
• Auth header: Authorization: Bearer soar_YOUR_KEY

Rather add it by hand? Claude Desktop → Settings → Connectors → Add custom connector · ChatGPT → Settings → Apps · Claude Code claude mcp add soar-signals …

3
Ask your agent
Try "What's Soar showing on my strategies today?" — your agent calls the tools below and answers with your live account data instead of guessing.

The tools — account-aware

The tools reflect your setup — the strategies your bots actually trade — the same view the in-app Copilot has, not a generic feed:

  • get_account — your plan, token balance, and account snapshot.
  • my_signals — live signals scoped to the strategies you follow.
  • get_signal — a Soar read on any asset you name.
  • my_strategies — the strategies on your dashboard.
  • list_strategies — the full strategy marketplace.
  • my_bots — your connected bots + their state.
  • my_positions — what your bots are currently holding.
  • my_watchlist — the assets and cards you're tracking.
Subscription required. Every signal tool needs an active Bot Pro / Bot Pro+ subscription — if your plan lapses, the signal tools stop working immediately. Connecting and listing the tools is open; reading signals is gated.
Read-only — Soar never touches your broker. The MCP serves signals only. Soar never executes a trade or touches your broker through it, and your broker keys never go near it. To act on a signal, pair Soar's MCP with your broker's own execution MCP (for example, Robinhood's agentic trading) in the same agent — your agent reads Soar and executes on your broker. Soar is never in the broker call path.

Execute Soar signals on Robinhood — step by step

Robinhood launched Agentic Trading in May 2026: your AI agent can place equity trades through Robinhood's own Trading MCP, inside a dedicated, separately-funded Agentic account. Pair it with Soar's read-only MCP and one agent reads your Soar signals and executes them on Robinhood — Soar is never in the broker call path.

1
Connect Soar to your agent (the read side)
Do the three steps above — mint a Soar key and add the Soar MCP to Claude Desktop, ChatGPT, Codex, or Cursor. Your agent can now see your live Soar signals, strategies, and positions.
2
Add Robinhood's Trading MCP (the execute side)

In the same agent, add Robinhood's endpoint https://agent.robinhood.com/mcp/trading:

Claude Desktop — Settings → Connectors → Add custom connector → paste the link.

ChatGPT — turn on Developer Mode, then Settings → Apps → Create app → add the link.

Cursor — Settings → Cursor Settings → Tools & MCPs → Connect with the link.

3
Sign in and open your Robinhood Agentic account

Robinhood walks you through sign-in over OAuth — your password never touches Soar or the agent — and creating a Robinhood Agentic account: a separate, self-directed account you fund yourself. You will need an existing Robinhood individual account in good standing and a desktop browser to finish setup. Your agent can place trades only in this Agentic account — every other Robinhood account stays read-only.

Robinhood's official walkthrough: robinhood.com/agentic-trading ↗

4
Tell your agent to trade your Soar signals

Ask it to read Soar and act on Robinhood — and to confirm each order first while you build trust:

Prompt your agent
Check my Soar signals with my_signals. For any at conviction 80 or higher,
place a limit buy in my Robinhood Agentic account at the entry zone,
set the stop and first target, and show me every order before you submit it.
You stay in control. Robinhood authenticates by OAuth — no password reaches Soar or your agent — trades land only in the scoped Agentic account you funded, and you can have your agent show every order before it submits. Soar provides the read, Robinhood provides the execution; you set the rules and are responsible for the trades your agent places.
What's tradeable — and crypto. Robinhood Agentic Trading is equities-only in beta (options, crypto, and futures are coming). To auto-trade crypto on Robinhood today, deploy a Soar Robinhood bot instead — it runs your Soar crypto signals 24/7 using your Robinhood Crypto API keys, which stay in your own Cloudflare Worker (Soar never sees them). Set up a bot →
Where
Endpoint https://soar.trade/api/mcp. Mint a key at your API keys page.
Who
Bot Pro / Bot Pro+ subscribers. API access (key minting) is a paid feature.
Membership tiers

Free, Bot Pro, Bot Pro+

Free
$0
  • Every standard-conviction signal — full levels, thesis, and indicators
  • Gold Picks visible (locked) — preview the conviction we save for paid tiers
  • Search any of 14,000+ tickers — generate your own analysis
  • 2 free tokens every week (auto-deposited)
  • Pay-per-report with tokens OR à la carte: Light $0.99 · Medium $2.99 · Full $9.99
  • Earn extra tokens via streaks, referrals, and feedback
Standard-conviction signals, free forever
Most popular
Bot Pro
$99/mo
  • Everything in Free — plus the full intelligence suite:
  • Every high-conviction signal (≥70%) + every Gold Pick
  • Monte Carlo (500-path), signature-match backtest, volatility cone
  • 6-horizon Full reports (7d · 15d · 30d · 3mo · 6mo · 1yr) + branded PDF exports
  • +50 Soar tokens every month — spend on on-demand reports, regen, re-eval
  • Full alert stack: T1/T2 hits, stop probation, sessions, FOMC — across every device
Full intelligence + one automated bot · The complete Soar suite plus a 24/7 trading bot
Bot Pro+
$179/mo
  • Everything in Bot Pro — the complete intelligence suite + automation
  • Up to 3 brokers running in parallel (vs 1 on Bot Pro)
  • +100 Soar tokens every month — 2× Bot Pro’s allotment
  • All 5 risk profiles (Conservative → Aggressive) + a Custom profile per broker
  • Multiple concurrent strategies per broker
  • Per-broker P&L, risk-adjusted returns, and rolling drawdown tracking
More brokers, more tokens · Everything in Bot Pro — scaled to a multi-broker book

Bot tiers

Bot Pro and Bot Pro+ include the complete intelligence suite plus a 24/7 automated bot — one subscription, one price, every engine feature included. Bots are live now: pick a strategy, deploy to your broker, and the bot trades it for you around the clock. Every new bot starts with a free 14-day simulated paper trial before you switch it to live.

Most popular
Bot Pro
$99/mo
  • Everything in Free — plus the full intelligence suite:
  • Every high-conviction signal (≥70%) + every Gold Pick
  • Monte Carlo (500-path), signature-match backtest, volatility cone
  • 6-horizon Full reports (7d · 15d · 30d · 3mo · 6mo · 1yr) + branded PDF exports
  • +50 Soar tokens every month — spend on on-demand reports, regen, re-eval
  • Full alert stack: T1/T2 hits, stop probation, sessions, FOMC — across every device
Full intelligence + one automated bot · 14-day free paper trial
Bot Pro+
$179/mo
  • Everything in Bot Pro — the complete intelligence suite + automation
  • Up to 3 brokers running in parallel (vs 1 on Bot Pro)
  • +100 Soar tokens every month — 2× Bot Pro’s allotment
  • All 5 risk profiles (Conservative → Aggressive) + a Custom profile per broker
  • Multiple concurrent strategies per broker
  • Per-broker P&L, risk-adjusted returns, and rolling drawdown tracking
More brokers, more tokens · 14-day free paper trial
Save with annual billing. Paying annually takes ~22% off every paid tier versus paying monthly. Switch the billing toggle on the membership page to see annual pricing.
The detailed comparison

Feature by tier

The complete cross-reference — every feature Soar ships, mapped to whether each tier includes it. Sourced from the same single-source-of-truth as the membership page, so this is always current.

FeatureFreeBot ProBot Pro+
Standard-conviction signals (<70%)
High-conviction signals (≥70%)Locked
Gold PicksLocked
Asset Search → generate to bot
Full session history
Watchlist + asset search
Free weekly tokens2/wk (cap 8 in wallet)
Monthly token grant+50 / month+100 / month
Push alertsCritical macro onlyAll 14 alert kindsAll 14 alert kinds
Pin cards · share via short link
Light Soar engineToken / à la carte10 / category / week10 / category / week
Medium Soar engineToken / à la carte5 per week5 per week
Full Soar engineToken / à la carte5 per month5 per month
Monte Carlo (500-path)
Signature-match backtest
Volatility cone
Setup chart horizons16 (Full report)6 (Full report)
Branded PDF export
Price alerts2UnlimitedUnlimited
Portfolio tracking
Automated trading bots1 brokerUp to 3 brokers
14-day free paper trial
SupportCommunityEmailPriority email
See also

Related help