Historical fundamental stock rankings for US-listed companies
Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
Stage
Not given
Established
Founded
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Based in
BR
GB
Pricing model
Freemium
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Pricing
Free: Public Archive through 2021. Founding membership: $99/year (locked price until October 31, 2026). Standard annual membership: $149/year. Monthly plan: $19/month.
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Key features
Historical fundamental rankings from 1996 through 2021
HDB Score composite metric
Compare up to four companies side by side
Tenure rankings measuring consistency
Portfolio research shortlist for members
Current and recent rankings for members
Accurate Money-Weighted Rate of Return (MWRR) calculation
Automated dividend and corporate action tracking
Multi-portfolio support
Global market and currency support
Portfolio benchmarking
Performance, trade, and dividend reports
Diversity report and rebalancing tools
Cash account tracking
Export and import trades as CSV
Portfolio sharing and collaboration
What makes it different
26 years of free historical data through 2021 requires no account
Proprietary HDB Score algorithm based on historical fundamentals
Built independently with publicly documented methodology
Focuses on fundamental consistency rather than predicting returns
True performance calculation using Money-Weighted Rate of Return like Warren Buffett and pension funds
Covers 250,000+ financial instruments across 80+ global exchanges
Unbiased analysis without broker incentives or financial influence
Automatic tracking of dividends, mergers, spin-offs, and corporate restructuring
Holder Dashboard
Pro Stock Tracker