Key Performance Indicators (KPIs)
Besides other KPIs, we calculate the Sharpe Ratio, the Alpha, the Beta and the Volatility of your portfolios.
Discover, Visualize, Analyze
Your all-in-one workspace for stock analysis and portfolio management.
built for
data-driven investors.
Screener
Find stocks through customizing 250+ financial criterias and filters.
Start screening
Stock Analysis
Our workspace saves you time And effort, delivering qualified investment opportunities in return.
Open The Search
Qualitative Analysis
View For BRK-B
Articles, Events, Impact
View Latest
Macro Insights
Country Screener
Filing Reader
Example
ADBE, ORCL, PANW
Benchmark Fundamentals
Example
ADBE, ORCL, PANW
Fundamental Analysis
Example
View For META
High Quality Standards & Unlimited Due Diligence
Accurate
Portfolio Management
Allocations
We visualize your portfolio allocation regarding: asset classes, positions weighting, sectors and countries. we provide all the statistics to your dashboard.
Management
Review & plot all of your past trades. Fine-tune your Portfolio via our management system at anytime.
Benchmarking
Use one of more than 150 benchmarks such as the S&P 500 or Dow Jones to compare it with your portfolio performance.
ETF & Stock Screening
Get screens of your assets to track real-time financial metrics right in your portfolio dashboard
Loose Defaults
Use your own benchmark for alpha & beta or set your own risk free rate inside the Portfolio Manager.
Flexible Plans For Comprehensive Solutions
Our membership model is transparent —.
you get exactly what you see , and nothing less.
No hidden fees for feature updates or new features —. stay in the loop and enjoy continuous improvements.
Limited Offer
Essential Membership
FREE
become a palmy investor.
Highlights
-
Free !
-
25Y+ Financials - Not behind a paywall
-
A free portfolio with 15 stocks/etfs to get to know our metrics, user interface and system management.
-
For free members, we compute Alpha, Beta, Volatility, Sharpe on a no-guarantee base and without the ability to choose with index is used (It's always S&P 500).
-
Get started with our watchlist model. Track what matters to you, fast and comprehensive.
-
To quickly come back to your previous analysis of peers or other stock comparison groups. Safe up to 10 stock groups !
-
Get started with your first custom palmy screener. Select from 250+ metrics and build your own rule/filter system with accuracy.
Without Investor Plus
-
For every watchlist, screener, portfolio, terminals you will face quantity limits.
-
-
No Exports
-
Portfolio, Watchlist and Screener Limits Might Appear.
Try For Free
Investor Plus Membership
€
/mo
The best offer for small investors.
Highlights
-
Three more equities per research terminal upon and the opportunity to save terminals for quick open, sharing and analysing.
-
Features such as: One-click PDF Export, Historical KPIs (ß, a, sharpe, vola.).
-
Create all the watchlists you need with new features & more assets per watchlist.
-
To quickly come back to your previous analysis of peers or other stock comparison groups.
-
This gives you the power to search for your investment strategies more efficiently than ever before.
-
Regarding our qualitative analysis you are able to see all the AI generated data that is available, plus the risk analysis ML data.
-
Count on us when it comes to service requests, questions or feature requests. You will be prioritized in our Quo and will be the first to receive a response.
-
No need to use snippet tool or similar. Simply click download and violà. For tables and charts.
Subscribe
Ultimate Membership
€
19.99
/mo
Unlimited access. The best.
Investor Plus Membership
Unlimited Portfolios
Subscribe
Any questions?