Portfolio analytics for self-directed US investors
Stock ratings for US stocks based on published research signals
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
PL
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 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.
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
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
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
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
Tradune
Tessera Alpha