| What it does | Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
| Track earnings calendars, calls, transcripts and financial reports for public companies
|
|---|
| Stage | Established
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | GB
| Not given
|
|---|
| Pricing model | Not given
| Freemium
|
|---|
| Pricing | Not given
| Free plan: $0/month with 3 research credits per month. Plus plan: $14.9/month billed annually ($178.8 total, save 22%) with 300 research credits per month. Pro plan: $24.9/month billed annually ($298.8 total, save 14%) with 650 research credits per month.
|
|---|
| Key features | - 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
| - Live and archived earnings call audio playback
- Interactive transcript notes with timestamps and inline research annotations
- 8-language AI translation of earnings transcripts
- Historical earnings data spanning nearly two decades
- Official SEC filings including 10-K, 10-Q, and 8-K documents
- Real-time keyword and symbol tracking with push notifications
- One-click download of investor presentations and PDF filings
|
|---|
| What makes it different | - 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
- Web and mobile access without app store downloads
| - Multi-language AI translation supporting 8 languages including Chinese, Japanese, Korean, German, French, Spanish, Portuguese and English
- Access to nearly two decades of historical quarterly earnings data
- Official SEC filings delivered alongside streamlined summaries
- Interactive live transcripts with timestamped notes during earnings calls
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 24 ● no change since last check | 11 ● no change since last check |
| Trust Flow (Majestic) | 4 | 6 |
| Citation Flow (Majestic) | 21 | 23 |
| Referring domains (Majestic) | 25 | 48 |