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Everything You Need to Invest Smarter
We ship new capabilities every month. Here's what's been added recently.
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Sync your real holdings from Fidelity, Schwab, TD Ameritrade, and 35+ other brokerages via SnapTrade. Your positions update automatically — no spreadsheets.
See every SEC Form 4 the moment it's filed. Know when executives and directors are buying or selling their own company's stock — often the earliest signal.
Follow Warren Buffett, Cathie Wood, Ray Dalio, and 10+ famous investors. Their 13F filings become a personalized feed of buys and sells, updated every quarter.
Upload a CSV or connect your brokerage and get Sharpe ratio, max drawdown, sector concentration, 5Y/10Y reweighted returns, and AI-generated ETF recommendations.
Build your own fund. Pick any basket of stocks, set your weights, and track performance as if it were a real ETF — no brokerage account needed.
Test any investing rule against 10+ years of real price history. See exactly how a momentum, value, or dividend strategy would have performed before risking a dollar.
Powerful Features for Modern Investors
Everything you need to analyze markets, track performance, and make informed investment decisions.
Investment Copilot
Get instant answers to any investment question — "Is NVDA overvalued?", "What should I buy in a recession?", "Compare AAPL and MSFT for me." The AI understands your portfolio and gives data-backed answers, not generic advice.
Stock Comparison
Know which stock wins before you commit. Compare any two stocks across 20+ metrics — valuation, revenue growth, margins, momentum, and AI score — in a single view. Rank entire watchlists in seconds.
Portfolio Management
See your real portfolio's strengths and blind spots. Connect your brokerage or build manually, then get AI-powered Sharpe ratio, max drawdown, sector concentration analysis, and specific ETF recommendations to improve it.
Technical Indicators
Time your entries and exits like a professional trader. RSI, MACD, Bollinger Bands, moving averages, and breakout detection overlaid on interactive charts — without needing a Bloomberg terminal.
Intrinsic Value Analysis
Know if you're overpaying before you buy. Our DCF, P/E, and Graham Number models calculate fair value for any stock and flag when the market price diverges — so you can buy with conviction or wait.
Report Analysis
Turn 100 pages of earnings reports into a 2-minute read. Upload or select any filing and get AI summaries of growth drivers, risks, guidance beats or misses, and management tone — all linked to the underlying data.
Market Today — Live Market Overview
See which stocks and sectors are moving right now. Sector performance heatmap, top gainers & losers, ETF movers, volume leaders, market breadth, and 52-week extremes — updated every 5 minutes.
Free Public Stock Comparisons
Explore popular stock matchups without signing in. Each page includes AI scores, performance, valuation, upside potential, tables, and charts.
AAPL vs MSFT
Compare Apple and Microsoft by AI score, valuation, recent performance, upside potential, growth, and risk.
NVDA vs AMD
Compare NVIDIA and AMD by AI score, valuation, AI chip exposure, price momentum, profitability, and upside.
CRWD vs PANW
Compare CrowdStrike and Palo Alto Networks by ARR growth, platform breadth, margins, free cash flow, and analyst upside.
NVO vs LLY
Compare Novo Nordisk and Eli Lilly by GLP-1 obesity drug revenue, pipeline strength, valuation, and analyst upside.
T vs VZ
Compare AT&T and Verizon by postpaid subscriber growth, fiber broadband expansion, dividend sustainability, and valuation.
COST vs WMT
Compare Costco and Walmart by membership model, revenue growth, margins, e-commerce momentum, and long-term valuation.
CEG vs VST
Compare Constellation Energy and Vistra by nuclear exposure, AI data center power deals, valuation, and upside potential.
O vs VICI
Compare Realty Income and VICI Properties by AFFO growth, tenant quality, dividend yield, and long-term valuation.
Free Deep Stock Analysis
AI-scored research pages for 90+ stocks — price targets, intrinsic value, revenue breakdown, bull & bear case, and key metrics. No sign-in required.
NVIDIA (NVDA)
AI chip dominance, data center explosion, and the GPU computing megatrend.
Apple (AAPL)
Services flywheel, iPhone moat, and the world's most profitable ecosystem.
Microsoft (MSFT)
Azure cloud growth, Copilot AI integration, and enterprise software leadership.
Tesla (TSLA)
EV market evolution, autonomous driving ambitions, and energy storage growth.
Meta Platforms (META)
Social media monetization, Reality Labs vision, and AI-driven ad targeting.
Amazon (AMZN)
AWS cloud dominance, e-commerce logistics, and advertising revenue surge.
Free ETF Comparisons
Side-by-side ETF comparisons — expense ratios, holdings, dividend yield, and which fund belongs in your portfolio. No sign-in required.
SPY vs VOO
Same S&P 500 index, different costs. Compare expense ratio, liquidity, and which is better for long-term buy-and-hold.
SCHD vs VYM
Compare the two most popular dividend ETFs by yield, dividend growth rate, sector mix, and 10-year total return.
QQQ vs VGT
Nasdaq-100 vs Vanguard Tech ETF — compare holdings overlap, concentration, expense ratio, and long-term performance.
BND vs AGG
The two largest bond ETFs head to head — compare expense ratio, duration, yield, and which belongs in your portfolio.
JEPI vs SCHD
High monthly income vs dividend growth — compare covered call drag, yield, total return, and retirement suitability.
SPY vs VTI
S&P 500 vs Total Market — compare small-cap exposure, concentration risk, and which index strategy wins over time.
Sample Investment Portfolios
Explore curated portfolios built around different industries and risk profiles — from AI infrastructure to photonic communication to income-focused blue chips.
Balanced Income
Blue-chip dividend payers across financials, consumer staples, and payments — built for capital preservation and steady income rather than aggressive growth.
Broad Market Core
SPY and QQQ anchor broad, low-cost US market exposure; a few high-conviction growth names add the tilt. Simple, diversified, and easy to rebalance.
Healthcare Innovation
Pharma and biotech leaders in GLP-1, oncology, and immunology — revenues cushioning the inherent R&D and clinical-trial risk.
Fintech & Payments
Companies reshaping how money moves — from card rails and mobile wallets to crypto exchanges, capturing the global shift to digital-first finance.
Energy Transition
Nuclear operators, wind developers, and solar makers accelerating the fossil-fuel shift, alongside grid-power suppliers exposed to clean energy tailwinds.
AI Infrastructure
The companies building the physical and software foundation of the AI era — GPUs, data-center ASICs, cloud hyperscalers, and semiconductor equipment makers.
Photonic & Optical
Niche players in optical networking and photonic ICs — high-bandwidth fiber infrastructure carrying AI data center traffic at the speed of light.
High Growth Disruptors
AI software, cybersecurity, and crypto bets — concentrated, high-volatility, and best sized as a small satellite position within a larger portfolio.
Emerging Investment Themes
Curated stock lists for the biggest structural trends — from agentic AI to nuclear power to quantum computing. Free, no sign-in required.
Top Agentic AI Stocks
The rise of self-directed AI agents
Top AI Data Center Stocks
Powering the AI infrastructure buildout
Top Nuclear Power Stocks
The clean energy renaissance
Top Robotics Stocks
Automation across factories, hospitals, and warehouses
Top Humanoid Robot Stocks
The race to build the robot workforce
Top Defense AI Stocks
AI reshaping national security and warfare
Top Photonic Computing Stocks
Light-speed data for AI networks
Top Satellite Internet Stocks
Connecting the unconnected from orbit
Curated Trading Ideas
25 stock ideas across 5 themes — AI infrastructure, value turnarounds, momentum plays, dividend income, and speculative bets. Each one includes the thesis, key reasons, and risk level. Free, no sign-in required.
NVDA — Buy the AI Dip
NVIDIA pulls back 10–20% between catalysts before resuming its uptrend. Any hyperscaler AI capex announcement reliably moves it 5–10% in days.
LLY — GLP-1 Supply Ramp Catalyst
Eli Lilly is expanding manufacturing capacity for Mounjaro and Zepbound. As supply catches up to demand, revenue will ramp sharply over the next two quarters.
V / MA — The Payment Duopoly
Zero credit risk, 45–55% FCF margins, and decades of emerging market digital payment growth ahead. Two of the highest-quality compounders in any index.
MSFT — Safest AI + Cloud Hold
Microsoft compounding 15–20% free cash flow per year through Azure AI services and Copilot monetization — with the broadest enterprise distribution of any software company.
Famous Investor Portfolios
See what Warren Buffett, Cathie Wood, Michael Burry, Bill Ackman, and 6 more legendary investors are holding. Follow any investor to get their picks in your personal Investor Picks feed — plus a weekly email digest.
ETF Guide 2026
Browse 1,001 ETFs across 27 categories — broad market indexes, sector funds, bonds, dividends, international, and alternatives. Every page includes live price, top holdings, AUM, and sector weights from Yahoo Finance. Free, no sign-in required.
Find the Right ETF for Any Goal
SPY, QQQ, VTI, SCHD, BND, and 996 more — with live price, top holdings, expense ratio, AUM, sector weights, and related funds for every ETF.
Broad Market
Own the whole U.S. or global stock market in a single low-cost fund.
Dividend
Regular income through dividend-focused and covered-call ETFs.
Technology
AI, semiconductors, software, cloud, and cybersecurity growth funds.
International Developed
Europe, Japan, Australia, and other developed markets outside the U.S.
Government Bonds
U.S. and global government bonds from short-term bills to 30-year Treasuries.
Emerging Markets
China, India, Brazil, and high-growth emerging economies worldwide.
Healthcare
Pharmaceuticals, biotech, medical devices, and genomics funds.
Gold & Metals
Physical gold, silver, platinum, and precious metals miner ETFs.
Retirement & Tax Optimization
Maximize your after-tax wealth — from choosing between Roth and Traditional accounts, to tax-loss harvesting, asset location, and the backdoor Roth IRA for high earners. Free guides, no sign-in required.
Roth vs Traditional IRA
The complete comparison — tax treatment, 2026 contribution limits, income phase-outs, and which account wins at every life stage.
401(k) Investing Guide
Employer match, $23,500 limits, fund selection, Roth vs Traditional 401(k), and the retirement savings priority waterfall.
Backdoor Roth IRA
Over the Roth IRA income limit? Step-by-step guide to the backdoor Roth — including the pro-rata rule trap and mega backdoor strategy.
Tax-Loss Harvesting
How to offset capital gains, reduce ordinary income by $3,000/year, and avoid the wash-sale rule with safe ETF swap pairs.
Tax-Efficient Investing
Asset location strategy, ETF vs mutual fund tax structure, holding period management, and 2026 capital gains rates at a glance.
Best ETFs for Roth IRA
VTI, AVUV, VNQ, QQQM — the ETFs that maximize tax-free compounding with 4 sample Roth IRA portfolio allocations.
Dividend Stocks in IRAs
Qualified vs ordinary dividends, why REITs belong in a Roth IRA, and 6 dividend stocks and ETFs for tax-advantaged accounts.
Best Dividend Stocks 2026
Yield, payout ratio, dividend growth, and sector picks for building a reliable income portfolio — with traps to avoid.
Free Investment Tools
Interactive calculators for every stage of your investment journey — from calculating compound growth to sizing your trades. Free, no sign-in required.
CAGR Calculator
Calculate the compound annual growth rate from a starting value, ending value, and number of years — essential for comparing investment performance.
Compound Interest Calculator
See how your money grows over time with a lump-sum investment plus regular contributions, at different rates and compounding frequencies.
Dividend & DRIP Calculator
Project total dividend income and portfolio value over time, with or without dividend reinvestment (DRIP) — and see the compounding advantage.
Retirement Planner
Estimate your projected savings at retirement, the corpus you need using the 4% rule, and whether your current contributions will get you there.
DCA Calculator
Calculate the long-term future value of investing a fixed amount every month, regardless of market conditions — dollar-cost averaging made simple.
Position Size Calculator
Find the right number of shares to buy based on your account size, risk per trade, entry price, and stop-loss — the foundation of risk management.
Inflation Calculator
See how inflation erodes the value of money over time. Use historical US CPI data or a custom rate to find what $X from any year is worth today.
Investment Return Calculator
Calculate exact profit, total return, and CAGR on any stock investment — including dividends, fees, and a benchmark comparison against the S&P 500.
Free Investing Education
New to investing? Our step-by-step beginner course covers everything from reading a stock quote to building your first portfolio — completely free, no account required.
Stock Investing for Beginners
A step-by-step introduction to stock market investing — covering how stocks work, how to read financial data, how to value a company, and how to build your first diversified portfolio.
What Is the Stock Market and How Does It Work?
Learn what stocks are, how exchanges work, and the key forces that move prices every day.
How to Read a Stock Quote
Decode every number on a stock quote — price, volume, 52-week range, P/E ratio and more.
Market Cap, Stock Types & Sectors
Understand large-cap vs small-cap, growth vs value, and why sector diversification matters.
The Key Financial Metrics Every Investor Must Know
A plain-English guide to P/E, EPS, revenue, margins, free cash flow and debt — with healthy benchmarks.
Trending Investment Insights
Deep-dive guides on the most searched investment topics of 2026 — from the SpaceX IPO to AI stocks, tariff impact, Bitcoin ETFs, and more. Free research, no sign-in required.
SpaceX Stock (SPCX): IPO Guide
SpaceX went public June 12, 2026 — opened +11%, hit a day-one high of +31%, and closed at $160.95 (+19%). Market cap crossed $2T. Complete buyer's guide.
Best AI Agent Stocks 2026
AI agents are the fastest-growing segment in tech. These are the public companies — MSFT, GOOGL, CRM, and pure plays — best positioned to profit.
NVIDIA Stock Analysis 2026
NVDA has returned 10x since 2022. Is it still a buy? Blackwell demand, China risk, custom silicon threat, and analyst price targets — all in one place.
Trump Tariffs: Impact on Stocks
Which sectors win and which get crushed under 2026 tariff policy? Domestic industrials vs global supply chains — sector-by-sector breakdown.
Best Bitcoin ETF 2026
IBIT, FBTC, ARKB — how the spot Bitcoin ETFs compare on fees, AUM, liquidity, and tax treatment for different account types.
Quantum Computing Stocks 2026
IONQ, RGTI, QBTS, IBM — the quantum computing investment landscape. What's real, what's hype, and how to size a position in pre-revenue quantum plays.
Recession-Proof Stocks 2026
Consumer staples, utilities, healthcare, and discount retail historically outperform in downturns. The best recession-resistant stocks and ETFs for 2026.
eVTOL / Flying Car Stocks
Joby, Archer, Lilium, Wisk — are flying taxis finally here? The investment case for electric vertical takeoff and landing stocks and the risks to know.
Latest Market News
Stay informed with real-time financial headlines from major market sources — updated every 30 minutes. Free, no sign-in required.
Market News — Live Headlines
Financial news from top sources, updated every 30 minutes. Click to read the latest headlines.
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Astute investors use the Investment Assistant to uncover opportunities, sharpen their strategies, and stay ahead.
