| 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
| - 30-second stock analysis with DNA score from 0-100
- Analysis across 2,000+ signals spanning fundamentals, valuation, technicals, momentum, sentiment, and risk
- Ten composite category scores including Business Quality, Growth Outlook, Financial Strength, Valuation, Institutional, Trend & Structure, Momentum, Relative Strength, Risk, and News Sentiment
- Plain-English breakdowns of quantitative analysis
- Side-by-side stock comparison with dual DNA radars
- Stock screener with pre-built theme baskets including Penny Stocks, Growth Stocks, Value Stocks, Dividend Income, Quality Blue-Chips, Momentum Breakouts, Oversold Bounces, and High Risk/High Reward
- Watchlist that tracks DNA score changes for each stock
- Daily score updates recalculated each evening after market close
- Free financial calculators including Buffett Score, Intrinsic Value, DCF Calculator, PEG Calculator, Compound Interest, and Retirement Projector
- Access to 5,200+ analyzed US stocks
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| 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
| - Converts 2,000+ data points into one instantly understandable 0-100 DNA score instead of hours of spreadsheet research
- Fixed, published formula methodology rather than subjective analyst opinions
- Scores recalculated daily with real-time quote updates rather than static quarterly snapshots
- Presents scores as objective data-driven labels rather than buy/sell recommendations
- Analyzes institutional ownership, sentiment, and technicals alongside fundamentals in one composite view
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Tradune
StockDNA