Portfolio management
made easy
made easy
Optimize your portfolio to satisfy your unique objectives and needs for return, safety, and income. Get regular, unbiased portfolio improvement suggestions with precise buy/sell amounts. Minimize taxes. Compare your portfolio’s positioning relative to market benchmarks such as S&P 500.
Stock research
made easy
made easy
Easily identify the best stocks to meet your portfolio’s unique goals for return, safety, and income. Quickly evaluate if a stock can enhance your portfolio and determine which existing holding it could replace. Seamlessly find superior stocks that offer similar products or services.
ETF research made easy
Effortlessly identify the best ETFs to achieve your portfolio’s goals for return, safety, and income. Quickly assess if an ETF can enhance your portfolio and determine which holding it could replace. Discover top stocks within an ETF and find superior ETFs with similar characteristics.
Meet Our Founders
Meet the founders dedicated to making informed investing simple, easy, accessible, and affordable for all.