Institutional-grade analytics for the competitive investor.
Run advanced screening, optimize portfolio allocations mathematically, and backtest strategies with the same quantitative tools used by professional asset managers.
Portfolio analytics
Stay informed with up-to-date valuations and clear performance insights across all your holdings.
Track all dividends earned from your stock holdings, with clear visibility into payments, totals, and income trends over time.
Portfolio analytics
Stay informed with up-to-date valuations and clear performance insights across all your holdings.
Track all dividends earned from your stock holdings, with clear visibility into payments, totals, and income trends over time.
Stock screener
Annualized TSR (Total Shareholder Return) - measures a stock's average yearly return, including both price appreciation and dividends.
Volatility - tracks how much a stock's price fluctuates over time.
Max Drawdown - shows the largest percentage drop from a stock's peak to its lowest point within a selected period.
Factor Studio
Transform your investment strategy with a dedicated analysis suite that combines Quality-Value (QV) Factor Analysis with Principal Component Analysis (PCA) to decode market complexities.
This page provides a rigorous statistical breakdown, filtering for high-caliber assets while identifying the underlying drivers of market movement. It is designed to help you strip away market noise and focus on the data-driven insights that define long-term performance.
A Universe of Companies — All in One Place.
Quantitative Portfolio Modeling — simulate allocations through Mean-Variance Portfolio Optimization, Black-Litterman, and Hierarchical Risk Parity, while maintaining efficiency with FIFO-based tax-aware rebalancing.
Explore risk-return trade-offs across different assumptions using consistent, repeatable simulation models.
Advanced performance metrics
Built-in Sharpe and Sortino ratios, along with portfolio CAGR, giving you clear insight into risk-adjusted performance and overall growth to help you make more informed investment decisions.
AI Insights
AI Insights uses advanced LLM-powered analysis to automatically summarize your portfolio's performance, diversification, and risk profile — in plain English.
Frequently Asked Questions
Browse our most common user questions and discover practical tips for getting the most out of our platform.
Pricing
Choose the plan that fits your needs
Basic subscription
$0
Pro subscription
$10 per month