Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
Stock ratings for US stocks based on published research signals
Stage
Established
Startup
Founded
Not given
2025
Based in
GB
PL
Pricing model
Not given
Freemium
Pricing
Not given
Free plan with limited access to 200 largest stocks. Paid Tessera plan: $2 for first month, then $29/month, billed monthly. Cancel anytime. 30-day money-back guarantee.
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
Six published research signals averaged into stock ratings
Free access to ratings on the 200 largest US stocks
Company financial analysis and sector comparisons
Stock screening on valuation, profitability, growth and momentum
Rules-based paper portfolio tracking with simulated trading
Custom paper portfolios with historical backtesting
Analyst estimates and DCF valuation tools
CSV export for custom analysis
Rating changes tracked weekly by signal
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
Connects stock screening with company research and paper portfolio tracking in one workspace
Ratings based on six published academic research signals, not proprietary black boxes
Free access to research on largest 200 stocks, no credit card required
Educational research and ranking signals, explicitly not investment advice
Affordable paid plan at $2 first month then $29/month with backtesting and full universe access
Pro Stock Tracker
Tessera Alpha