Stock ratings for US stocks based on published research signals
Portfolio and dividend tracker for investors in Canada and the US
Stage
Startup
Not given
Founded
2025
Not given
Based in
PL
CA
Pricing model
Freemium
Freemium
Pricing
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.
Free: Starter plan with 2 accounts and 10 holdings. Builder: CA$5.99/month or CA$49/year (save 32%). Planner: CA$12.99/month or CA$99/year (founding discount until April 30, 2027). US pricing: Builder $4.99/month or $39/year; Planner $9.99/month or $79/year (founding price).
Key features
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
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
What makes it different
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
Load full investment history from PDFs or screenshots without manual entry
Automatic dividend reinvestment and tracking across all accounts
No brokerage password required for security and privacy
Retirement income projection with simulated market scenarios
Data stored in Canada with full export and deletion options