Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
Find better breakout setups, faster.
Stage
Established
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Founded
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Based in
GB
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Pricing model
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Freemium
Pricing
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Free tier available with no card required. Premium: $15/month billed monthly or $150/year (17% off). Premium+: $30/month billed monthly. All paid plans include a 14-day free trial.
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
Watchlist of up to 30 tickers (free) or 200 (premium) checked nightly for breakout patterns
Screener with 2,600+ stocks and crypto, 30 filters
Automatic support and resistance lines on charts
Edge Filter ranks breakouts by historical win rates and typical gains
Historical win rates and track record for each ticker
Daily Morning Brief setup recommendations
Breakout alerts for watchlist tickers
Suggested entry, stop and target for each pattern
API and MCP access for AI agents (Premium+)
See the company's own trading signals and account performance
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
Ranks breakouts by historical win rate and typical gains instead of just showing patterns
Backtested strategy traded live with company's own money using transparent, fixed rules
Designed for swing traders who check once a day, not day traders watching screens