| What it does | Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
| Earnings-call intelligence for U.S. public companies with transparent sentiment scores and macro insights
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| Stage | Established
| Startup
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| Founded | Not given
| 2026
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| Based in | GB
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Free tier includes all prior quarters' sentiment scores for 500+ companies, analyst tracker, and company lists. Tellvest Pro: $12/month includes the newest quarter's analysis, pre-earnings briefs, macro signal screener, and live trade signals. 30-day free trial with full Pro access, no credit card r
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| 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
| - Transparent 1-10 sentiment score for 500+ U.S. public companies based on GAAP revenue, transcript tone, EPS trends, and guidance
- Analyst question classification by tone and topic to identify where management deflects
- Macro signal aggregation across hundreds of companies by theme and sector
- Analyst and firm tracker grading challenge rates and questioning patterns
- Cross-company mentions pulled verbatim from earnings calls
- Economic Sentiment Index tracking macro conditions across 500+ companies
- Sector and industry intelligence comparing sentiment and macro signals
- Backtest of score consistency versus historical post-earnings returns
- Pre-earnings briefs for companies reporting in the next 7 days (Pro)
- Live trade signals with full signal history based on score consistency rules (Pro)
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| 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
| - Bottom-up macro insights: aggregated CEO commentary from 500+ earnings calls, not top-down forecasts
- All data sourced from SEC filings and public earnings transcripts, verified automatically with no paraphrase
- Analyst grading: track which analysts challenge management most rigorously and which firms are highest-quality
- Prior quarters always free to browse; Pro unlocks current quarter and forward-looking tools on day of analysis
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 24 ● no change since last check | Not checked yet ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 4 | 4 |
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| Citation Flow (Majestic) | 21 | 19 |
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| Referring domains (Majestic) | 25 | 7 |
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Pro Stock Tracker
Tellvest