StockPortfolio.pro
Provides evidence-backed stock and fund research, including screeners, comparisons, portfolio tracking, and AI answers sourced from filings and live web.
A stock and fund research platform that provides evidence-backed answers to financial questions, using filed financials and sourced data. It serves individual investors, financial analysts, and data-driven professionals in both B2B and B2C contexts, from freelancers to enterprises. The platform differentiates by grounding answers in SEC filings and labeled fund data, with a free screener and tiered subscription plans.
Key features
- Screener for 3,800+ US companies
- AI answers with source trail
- Compare stocks and funds
- Portfolio tracking with mixed assets
- Weekly briefings and alerts
- Filing monitor for changes
- Research dossiers auto-generated
- Fund costs, holdings, and rankings
- 19 years of filed fundamentals
- Source-linked AI research
Social posts
- No social media activity within the last 30 days
GTM channels
- Referral program
ICP
- Financial services firms
- Data analytics teams
- Consumers general