Portfolio tracking meets an equity-research system built on SEC filings: as-reported financials for 3,500+ US companies, answers with citations, peer comps, and models. Every figure links to the filing it came from.
Free plan includes 2 portfolios, 15 positions, and basic analytics. Not ready to sign up? Explore the live demo or run a free portfolio health check, no account needed.
Here's what your dashboard looks like with real portfolio data.
Enter your holdings by hand or paste a CSV from your broker. Prices refresh live during US market hours; some international and fallback quotes may be delayed.
Returns, allocation, sector and currency exposure, and risk metrics, all updating as the market moves.
Look up any of more than 3,500 US companies and see their actual SEC numbers. Search a 10-K, line them up against peers, or save a model.
Open any covered company and you get its financials the way it reported them to the SEC, pulled from the XBRL data in its 10-K and 10-Q. Click a figure and you land on the filing it came from. When a company files something new, it appears here within about fifteen minutes.
Allocation by holding, sector and region. Day change and total return. Volatility and drawdown when you want to size up your risk. Holdings in other currencies convert to your base currency, so the totals actually add up.
Type what you're after, like “technology companies under 30 times earnings,” and get a ranked list from the same SEC data. Prefer exact filters? Set them yourself. It covers more than 3,500 US companies, and the list keeps growing.
The research is built on SEC EDGAR, the filing system the SEC runs. The data is public domain, it covers more than 3,500 US companies, and every figure points back to the filing it came from.
Live prices, real analytics, and research with its sources attached.
Live quotes for US markets that fall back across several data providers if one goes quiet; some feeds may be delayed.
Allocation, sector and region breakdowns, plus an X-ray of what you actually hold.
Read any company's financials as reported to the SEC, compare peers, and screen in plain English, sourced straight from EDGAR.
Returns over time, with attribution and the risk numbers behind them.
Set a target and get notified when a holding reaches it.
Hold across markets and currencies; everything converts to your base currency.
Price history, sparklines, and allocation donuts, without the clutter.
Volatility, concentration, drawdown, and a simple stress test.
A cascade across Yahoo Finance, Stooq, Finnhub, Tiingo and Twelve Data keeps quotes flowing.
You hold for years and want one honest view of returns, allocation, and risk without keeping a spreadsheet.
Your holdings cross currencies. Everything converts to your base currency, so a Tokyo listing and a New York one sit in the same total.
You'd rather read the 10-K than someone's summary of it. Search filings, line up peers, and build your own models.
Yes. The free plan tracks two portfolios of up to 15 holdings each, with live prices and the core analytics. Paid plans add more portfolios, bigger watchlists, and the research tools.
From SEC EDGAR, the SEC's public filing database. The figures are as the company reported them. Live prices come from market-data providers. None of it is an analyst estimate.
Prices refresh live during US market hours (about every 10 seconds); some international and fallback feeds may be delayed. A new SEC filing is usually searchable within about fifteen minutes of being filed.
Yes. Portfolios support multiple currencies and convert to your base currency automatically. The deeper filing-level research covers US-listed companies.
You describe what you want in plain English, such as “profitable healthcare companies under 20 times earnings,” and it returns matches from the SEC data. You can also set exact filters instead.
Your portfolio is yours. Passwords are hashed, sessions are secure, and you can delete your account and its data whenever you want. The privacy policy has the full detail.
No. Everything here is information drawn from public filings and market data. It is not a recommendation to buy or sell anything.
Yes. Paste or drop a CSV export and it reads the common broker formats, including international tickers and ISIN-keyed exports like DEGIRO or Trade Republic. Direct broker connections aren't available yet.
More than 3,500 US companies have full financials and screening today, and the list grows over time. Live filing search starts with a focused set of well-known names and is expanding.
Yes. Plans are monthly or annual, and you can cancel from your account settings.
Start free. Upgrade when you outgrow it.