Portfolio analytics for self-directed US investors
Stock intrinsic value and a clear verdict for US-listed stocks
Stage
Not given
Startup
Founded
Not given
2024
Based in
Not given
Not given
Pricing model
Free
Freemium
Pricing
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.
Free: 2 evaluations per new account, no login or subscription required. 2-pack: $2.99 for 2 evaluations that never expire. Monthly membership (Second Read): $15/month or $11/month founding rate locked in for life, includes 25 evaluations per month plus ongoing monitoring of saved stocks. Annual memb
Key features
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
Price-to-earnings (PE) ratio analysis
Sensitivity heatmap showing valuation across different assumptions
Auto-fill fundamentals from financial filings
Shareable valuation cards as PNG images
Real-time calculation updates
Multi-language support: English, Chinese, Japanese, Korean, Portuguese, Spanish, French, German
Weekly email summaries of saved stocks
Red flag detection for earnings quality and balance sheet risk
What makes it different
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
Built by a former auditor trained to identify trustworthy financial statements
Ongoing monitoring of saved stocks with plain-English updates when valuations change
Tradune
MiniValuator