Getting Started
1. Create Your Account
Sign up for a free account to get started. You'll have access to a 7-day trial with limited features.
2. Choose Your Plan
Select the plan that fits your needs. The Pro plan unlocks real-time data, unlimited widgets, and advanced analytics.
3. Create Your First Workspace
Workspaces are your customizable dashboards. Create one and start adding widgets to build your personalized view.
4. Add Widgets
Use the command palette (press `) to quickly add widgets like charts, watchlists, news feeds, and more.
Workspaces
Workspaces are fully customizable dashboards that you can arrange to fit your trading style.
Widgets
Widgets are the building blocks of your workspace. Each widget provides specific functionality.
Markets & Data
Access comprehensive market data from multiple sources.
Real-Time Quotes
Subscribers get live streaming quotes with sub-second updates for 200+ priority symbols.
Historical Data
Access years of historical price data for backtesting and analysis.
Market Overview
Track major indices, sectors, and market breadth indicators at a glance.
Portfolio Management
Track and analyze your investment portfolio with professional-grade tools.
Risk Analytics
Institutional-grade risk metrics to protect your portfolio.
SEC EDGAR Integration
Direct access to SEC filings for fundamental analysis.
Roadmap
See what's coming next for Genesis RM.
Core Platform
Workspaces, widgets, real-time data, portfolio tracking, and risk analytics.
AI-Powered Insights
Natural language queries, automated market summaries, and smart alerts.
Options Analytics
Greeks, options chains, volatility surface, and options strategy builder.
API Access
RESTful API for programmatic access to data and portfolio management.
Mobile App
Native mobile application with offline capabilities.