Start Here
Free Trial
$0
4 weeks free
- ✓ One portfolio
- ✓ Rating & insights (limited)
- ✓ Monitoring scheduler
- ✓ Three monitoring report
- ✓ Screener & watchlist
- ✓ Rebalancing analytics
Portfolio Analysis Tools
Systematic Investing. Simplified.
Institutional-grade portfolio analytics, delivered with ease.
No card required • Cancel anytime
How It Works
A few simple steps to unlock your portfolio insights.
1
Upload your portfolio
Create a portfolio and upload your positions in seconds.
No broker login. No manual data entry required.
2
Get your rating
Understand your portfolio's overall strengths and weaknesses through a single number.
For educational purposes only.
3
Study your insights
Learn about evidence-based ways to improve your rating.
For educational purposes only.
4
Analyze your factor holdings
See where your portfolio tilts are.
5
And much more!
Screener to enhance your tilts
Watchlist to follow securities
Rebalancing to ensure you're in line with your tilts
Automated monitoring to get portfolio analysis straight to your inbox
Screener
Watchlist
Rebalancing
Monitoring
Built for investors that run their portfolio like a business, not a hobby
You don't need another stock pick or yet another research platform. You need a system that works.
Institutional-grade analytics delivered with ease
The rigor of professional research, wrapped in an interface anyone can use.
Manage your portfolio based on evidence, not emotions.
Set-and-forget monitoring
Set up your monitoring, so you get detailed analysis delivered when you want.
A robust process that works when life gets in the way.
Based on the latest insights
Our factor models and analytics align with industry standards and are built on decades of research.
Help you stay at the cutting edge of investing.
Simple, Transparent Pricing
Start with a free trial. No hidden fees, no long-term commitments. Cancel anytime.
Investor
$14/month
After free trial
- ✓ One portfolio
- ✓ Rating & insights
- ✓ Monitoring scheduler
- ✓ Unlimited monitoring reports
- ✓ Screener & watchlist
- ✓ Rebalancing analytics
Portfolio Manager
$29/month
Professional tier
- ✓ Multiple portfolios
- ✓ Everything in Investor
Why start with a free trial? Happiness is reality minus expectations. We want to make sure your expectations are in line with reality, before you commit to a paid plan.
Ready to Invest Systematically?
Join a community of analytical investors who've moved beyond guesswork to systematic, data-driven portfolio management.
Start Your 4-Week Free Trial
Get Started NowNo credit card required • Cancel anytime • No broker login
Backed by research
Data privacy focused
Used by systematic investors
Frequently Asked Questions
Do I need a finance background to understand the results?
Not at all. We explain everything in plain English. Instead of complex jargon, you'll see clear insights like "Your portfolio leans heavily toward Growth stocks" or "You're taking more risk in Technology than you might realize."
How accurate is the analysis?
We use the same factor models trusted by institutional investors and academic researchers. Our analysis is based on peer-reviewed methodologies, but remember—this is an educational tool to help you understand your portfolio, not investment advice.
What if my holdings aren't supported?
We support thousands of US stocks and ETFs. If we're missing something you own, just let us know—we're constantly expanding our coverage based on user feedback.
Is my portfolio data secure?
Absolutely. We never ask for brokerage logins or personal financial information. You only share ticker symbols and weights—the same information you'd find in any public portfolio discussion. Your data is encrypted and never shared with third parties.
What happens after my free trial?
After your free trial (4 weeks), you can choose to continue with a paid plan starting at $14/month for the Investor plan, or your account will remain free with limited access. You'll get advance notice before any charges, and you can cancel anytime.
Still have questions?