Portfolio analytics platform for quantitative investors
Stage
Established
Not given
Founded
2020
Not given
Based in
Not given
Not given
Pricing model
Freemium
Freemium
Pricing
Free plan: $0/mo. Pro plan: $24.99/mo or $249.99/yr. Ultimate plan: $49.99/mo or $499.99/yr. Launch offer: 50% off first 12 months on any paid plan with code FOUNDING50 (first 25 redemptions).
Starter: free ($0/month); Plus: $15/month; Pro: $50/month. Starter includes 5 portfolios, 10 assets per portfolio, 3 portfolio optimizations a day, and 25 watchlist items. Plus adds 25 portfolios, 25 assets per portfolio, 50 optimizations a day, and 50 watchlist items. Pro includes unlimited portfol
Key features
Nightly stock scoring with published methodology
SEC filing tracking and amendments
Auditor change detection
Insider and congressional trade tracking
Portfolio tracker and exposure breakdown
Trading setup scanning
Watchlist and alert management
Market data from multiple sources
Backtested signal methodology
3,400+ stocks and ETFs tracked
20+ risk metrics including Sharpe, Sortino, max drawdown, beta, and alpha
Up to 5 years of historical price data
Daily data refresh
Portfolio screener
Public portfolio sharing and community browsing
Portfolio comparison side by side
Asset correlation analysis
AI assistant integration via MCP server
What makes it different
Every number comes from published rules applied to SEC filings, never guessed or narrated by AI
Public track record of all calls graded against market performance
Same methodology and scoring across all pricing plans
Founding member rates locked in and never increase
No conflicts of interest: subscriptions only business model
Institutional-grade metrics accessible to all investors at no cost
Fast and unified dashboard combining multiple portfolio analysis tools in one place
Community-driven insights from public user portfolios
Daily updated data with no subscription required to view core features