Zenly
Consolidates investment accounts, provides exposure analysis, income tracking, performance measurement, stock scoring, AI portfolio reviews, and a screener with backtesting.
A portfolio tracker and stock research tool that consolidates all investment accounts into a single view, providing exposure analysis, income tracking, and performance measurement. It serves individual investors and financial professionals managing multi-account portfolios, from beginners to complex investors. The platform differentiates with a proprietary Zen Score that ranks stocks based on uncorrelated fundamentals, an AI advisor that reviews real holdings, and a screener with backtesting, all delivered as a SaaS subscription.
Key features
- Live broker sync
- Zen Score composite scoring
- AI portfolio reviews
- Exposure analysis with sector and geography
- Income and dividend tracking
- True performance vs S&P 500
- Overlap detection between ETFs
- Screener with presets
- Backtesting tools
- No social media activity within the last 30 days
GTM channels
- Community
ICP
- Consumers general
- Financial services firms
- Startups
VendorZenly Financial