| What it does | Portfolio analytics for self-directed US investors
| Earnings-call intelligence for U.S. public companies with transparent sentiment scores and macro insights
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| Stage | Not given
| Startup
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| Founded | Not given
| 2026
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| Based in | Not given
| Not given
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| Pricing model | Free
| Freemium
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| 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 tier includes all prior quarters' sentiment scores for 500+ companies, analyst tracker, and company lists. Tellvest Pro: $12/month includes the newest quarter's analysis, pre-earnings briefs, macro signal screener, and live trade signals. 30-day free trial with full Pro access, no credit card r
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| 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
| - Transparent 1-10 sentiment score for 500+ U.S. public companies based on GAAP revenue, transcript tone, EPS trends, and guidance
- Analyst question classification by tone and topic to identify where management deflects
- Macro signal aggregation across hundreds of companies by theme and sector
- Analyst and firm tracker grading challenge rates and questioning patterns
- Cross-company mentions pulled verbatim from earnings calls
- Economic Sentiment Index tracking macro conditions across 500+ companies
- Sector and industry intelligence comparing sentiment and macro signals
- Backtest of score consistency versus historical post-earnings returns
- Pre-earnings briefs for companies reporting in the next 7 days (Pro)
- Live trade signals with full signal history based on score consistency rules (Pro)
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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
| - Bottom-up macro insights: aggregated CEO commentary from 500+ earnings calls, not top-down forecasts
- All data sourced from SEC filings and public earnings transcripts, verified automatically with no paraphrase
- Analyst grading: track which analysts challenge management most rigorously and which firms are highest-quality
- Prior quarters always free to browse; Pro unlocks current quarter and forward-looking tools on day of analysis
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 2 ● no change since last check | Not checked yet ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 2 | 4 |
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| Citation Flow (Majestic) | 22 | 19 |
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| Referring domains (Majestic) | 15 | 7 |
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Tradune
Tellvest