Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
US stock screener and research workspace for self-directed investors
Stage
Established
Not given
Founded
Not given
Not given
Based in
GB
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Pricing model
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Freemium
Pricing
Not given
Free plan includes one complete introductory AI Mode run with six one-time credits. Premium includes two hundred credits per calendar month. Final subscription prices and billing terms are shown before payment.
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
Stock screening with customizable filters
Inspect financial statements and company filings
Valuation analysis with explicit assumptions
AI-assisted analysis and research support
Portfolio tools and saved workspaces
Dated price history and market data
Ownership records and fund holdings
Alerts and export functionality
Thesis workspace for documenting investment cases
Stock Sense MCP connector integration
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
Combines dated public filings with current market prices and transparent calculations in one workspace
Emphasizes maintaining transparency about data freshness and source attribution
Designed specifically to help test investment theses with evidence-based research
Supports challenging investment assumptions with AI assistance checked against underlying sources
Public company research is open and accessible without requiring an account
Pro Stock Tracker
US Stock Sense