US stock screener and research workspace for self-directed investors
Portfolio analytics platform for quantitative investors
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
Pricing
Free plan includes one complete introductory AI Mode run with six one-time credits. Premium includes two hundred credits per calendar month. Final subscription prices and billing terms are shown before payment.
Starter: free ($0/month); Plus: $15/month; Pro: $50/month. Starter includes 5 portfolios, 10 assets per portfolio, 3 portfolio optimizations a day, and 25 watchlist items. Plus adds 25 portfolios, 25 assets per portfolio, 50 optimizations a day, and 50 watchlist items. Pro includes unlimited portfol
Key features
Stock screening with customizable filters
Inspect financial statements and company filings
Valuation analysis with explicit assumptions
AI-assisted analysis and research support
Portfolio tools and saved workspaces
Dated price history and market data
Ownership records and fund holdings
Alerts and export functionality
Thesis workspace for documenting investment cases
Stock Sense MCP connector integration
3,400+ stocks and ETFs tracked
20+ risk metrics including Sharpe, Sortino, max drawdown, beta, and alpha
Up to 5 years of historical price data
Daily data refresh
Portfolio screener
Public portfolio sharing and community browsing
Portfolio comparison side by side
Asset correlation analysis
AI assistant integration via MCP server
What makes it different
Combines dated public filings with current market prices and transparent calculations in one workspace
Emphasizes maintaining transparency about data freshness and source attribution
Designed specifically to help test investment theses with evidence-based research
Supports challenging investment assumptions with AI assistance checked against underlying sources
Public company research is open and accessible without requiring an account
Institutional-grade metrics accessible to all investors at no cost
Fast and unified dashboard combining multiple portfolio analysis tools in one place
Community-driven insights from public user portfolios
Daily updated data with no subscription required to view core features
US Stock Sense
Redstone