| What it does | Portfolio analytics for self-directed US investors
| Stock screener and research platform for value investors who pick their own stocks
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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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.
| Curious is free. Serious plan $29/month or $299/year. Professional plan $99/month or $999/year. Home Market Packs for markets outside the US: one market $15/month or $149/year; all regions $499/month or $4,999/year. New accounts start with 30 days of Professional free, no card required, with a 30-da
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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
| - Company research with figures compared against peers and historical filing data
- Portfolio tracking showing holdings as one business with size, risk, income and shared exposure
- Thesis writing and nightly re-testing of guardrails against filed accounts
- Weekly brief summarizing which guardrails passed and failed across all holdings
- Excel add-in to pull filed figures directly into spreadsheets with source citations
- Access to 54 markets outside the US with Home Market Packs
- Ranked investor discipline tests including Graham, Buffett, Greenblatt and Piotroski methodologies
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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
| - All figures sourced to their origin: filed statements with formulas and filing dates, or market data with its date
- Nightly re-testing of your investment thesis against new filings, with alerts only when guardrails break
- No investment advice, buy/sell recommendations, or fair value targets; you make all decisions
- Focuses exclusively on long-term investors who research companies; explicitly excludes traders and model-portfolio followers
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 2 ● no change since last check | 16 ● no change since last check |
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| Trust Flow (Majestic) | 2 | 7 |
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| Citation Flow (Majestic) | 22 | 29 |
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| Referring domains (Majestic) | 15 | 99 |
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Tradune
ValueScreener