Portfolio analytics platform for quantitative investors
Live share prices and fair-value estimates for pre-IPO companies
Stage
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Founded
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Based in
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US
Pricing model
Freemium
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Pricing
Starter: free ($0/month); Plus: $15/month; Pro: $50/month. Starter includes 5 portfolios, 10 assets per portfolio, 3 portfolio optimizations a day, and 25 watchlist items. Plus adds 25 portfolios, 25 assets per portfolio, 50 optimizations a day, and 50 watchlist items. Pro includes unlimited portfol
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Key features
3,400+ stocks and ETFs tracked
20+ risk metrics including Sharpe, Sortino, max drawdown, beta, and alpha
Up to 5 years of historical price data
Daily data refresh
Portfolio screener
Public portfolio sharing and community browsing
Portfolio comparison side by side
Asset correlation analysis
AI assistant integration via MCP server
Live secondary-market share prices
Fair-value estimates
Funding rounds data
Price history and trends
IPO status and signals
Revenue and headcount signals
Company news and market movers
Market cap calculations
What makes it different
Institutional-grade metrics accessible to all investors at no cost
Fast and unified dashboard combining multiple portfolio analysis tools in one place
Community-driven insights from public user portfolios
Daily updated data with no subscription required to view core features
Tracks top private companies with live pricing from secondary markets
Combines secondary market data with primary funding rounds for fair-value estimates