Discover the tools that empower value investors.
Manage your investments easily. You can monitor your portfolio, check asset performance, and get tax estimates so you stay informed.
Manage all your investments in one central location with our intuitive portfolio tool. You can track the performance of every asset you own with detailed metrics and historical insights that are clearly presented. This feature lets you review past decisions, plan your next moves, and adjust your strategy confidently. You will always know exactly where you stand and be ready to take action when needed.
Build a personalized watchlist that follows the stocks, mutual funds, indexes, crypto, or options that are important to you. This tool delivers real-time updates so you are immediately informed about critical price changes or market shifts. It ensures you never miss an opportunity and keeps you up-to-date with every move, allowing you to make quick, informed decisions.
Utilize our advanced screener to filter and sort through various assets based on the criteria you choose. The tool presents clear and actionable data, enabling you to quickly spot investment opportunities that match your strategy. With this feature, you can easily narrow down the choices, saving time and helping you focus on the investments that truly matter to your financial goals.
Access comprehensive details about each asset, including key statistics, historical performance data, and dynamic visual graphs. This feature covers stocks, indexes, mutual funds, options, exchanges, and crypto, presenting all essential information in an easily digestible format. You can rely on these details to thoroughly analyze trends and make informed decisions that support your long-term investment strategy.
Stay updated with real-time headlines and in-depth market news on every asset you follow. This feature provides you with concise, yet detailed, updates that help you understand major events and their potential impact. By keeping you informed about emerging trends and important developments, it empowers you to adjust your strategies and stay ahead in a constantly changing market.
Receive accurate tax estimates directly calculated from your portfolio data and integrate seamlessly with accounting services. This feature simplifies your financial planning by providing clear, detailed tax information, ensuring you are well prepared during tax season. It helps you manage your fiscal responsibilities effectively so that you can focus on growing your investments with peace of mind.
For free, unlock AI stock analysis that would take you hours to do yourself. Join our beta and be one of the limited spots available. You'll get early access to portfolio tools, insider insights, and a community of investors who share what's working for them.
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