Portfolio analytics for self-directed US investors
Stage
MVP
Not given
Founded
Not given
Not given
Based in
GB
Not given
Pricing model
Free
Free
Pricing
Not given
Currently free for all users. Pro plan planned with no price yet set; Free plan will include portfolio tracking up to 10 holdings, watchlist with delayed quotes, screener, correlation and sector rotation, daily portfolio briefing, and 2-3 active price alerts.
Key features
Cryptocurrency heatmap view
Watchlist creation and management
Real-time interactive price charts
Technical indicators and customization
Multiple chart types
Touch-based chart navigation
Currency denomination switching
Money-weighted return (XIRR) calculation on dated cash flows
Portfolio tracking with FIFO/LIFO/average cost basis
SEC Form 4 insider filing tracker with cluster detection
Multi-factor stock screener
Price and technical alerts via Telegram
Value-at-Risk (95%), portfolio beta and max drawdown analytics
Dividend tracker and income forecast
Tax-loss harvesting identification
Backtest trading rules on historical data
What makes it different
Powered by SciChart award-winning, high-performance charting technology
Fast, butter-smooth charts optimized for low-end mobile devices
Professional-grade financial charting SDK for third-party integration
Fully customizable technical indicators and chart settings
Money-weighted return comparison on the same cash flows and dates as your benchmark for fair performance measurement
Never asks for brokerage login; import via CSV or enter trades manually
Published, transparent methodology rather than a black box
Insider trading insights directly from SEC EDGAR filings linked on every row
All calculations run in browser with no data transmission to servers
Tradune