Portfolio tracking + AI research
Create a portfolio in minutes. See current prices and charts in a clean table, then open concise briefs on products, headlines, competitors, moats, people, and earnings - to speed reading, not replace judgment.
Private by default • No broker connection • Secure checkout via Stripe
Live prices and clean tables
Get an at‑a‑glance view of positions with current quotes and charts.
AI research briefs
Open concise summaries on products, headlines, competitors, moats, people, and earnings for any ticker.
Private by default
Portfolios aren’t publicly browseable and aren’t indexed by search engines.
Simple to start
No broker connection or CSV import required to begin tracking.
Links
Keep important filings, articles, and resources pinned right beside each holding.
Notes
Capture quick theses and reminders alongside positions so you never lose context.
Models
Attach valuation models or spreadsheets so you can refresh your assumptions instantly.
Sharing
Share curated views with collaborators while keeping sensitive positions private.
Multicurrency
Track assets in their native currency and view consolidated totals in the one that matters.
Dollar-cost average
Automatically calculates dollar‑cost averages from your recorded trades for accurate cost basis.
Portfolio performance vs benchmark
Track how your total return stacks up against a custom benchmark over any period.
Allocation pie
Visualize diversification instantly with an interactive pie that updates as you make trades.
Import
Bring in existing positions from spreadsheets or broker exports without manual entry.
Export CSV
Download a fresh CSV backup of your portfolio whenever you need an offline copy.
Earnings
Follow upcoming earnings, review past results, and keep your thesis updated across quarters.
Viewing saved portfolios and the research view requires a paid account. Billing is handled by Stripe; you can start, update, or cancel anytime.
| Feature | This app | Spreadsheets | Broker apps |
|---|---|---|---|
| Research speed |
✓ Fast
One‑click briefs and links
|
✕ Slow
Manual lookups and copy‑paste
|
~ Medium
Info spread across tabs
|
| Private by default |
✓ Yes
No broker link; unlisted pages
|
~ Depends
Cloud sharing and links
|
✕ Not by default
Tied to brokerage account
|
You control what you share. No broker connection required.
We prefilled a sample portfolio so you can see how it works. Edit or remove any row to make it yours.
Viewing or editing a portfolio requires a paid account. You can create a portfolio, but portfolio tables, live prices, and the research view unlock after checkout via Stripe. You can manage your subscription from your account at any time.
Use the “Create a Portfolio” form to enter purchase date, ticker, quantity, and cost per share. After saving, you’ll see current prices and charts in the portfolio table and can return anytime to update positions.
CSV import is supported from your dashboard (Import from CSV). You can add holdings manually or import from a CSV file. Broker syncing isn’t available.
On any ticker, you can get quick briefs on products, headlines, competitors, moats, people, and earnings - to speed up reading, not replace judgment.
No. Portfolios and research views require login and are not publicly browseable.
Checkout and billing are handled by Stripe. Card data is processed by Stripe and does not touch our servers. You can start, update, or cancel your plan through their secure flow.
No. This app aggregates research links and tools for tracking only. Nothing here is investment, legal, tax, or accounting advice. Always do your own due diligence.
We fetch the latest available quotes and maintain links to company sources, but data can be delayed, incomplete, or change without notice. Do not use for trading or investment decisions.