Be the CEO of Your Portfolio
Manage your investments like a pro
Innovative tools that help you achieve your investing goals
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Pay
Track your cash flow and income forecast in real-time based on the latest dividend announcements.
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Opportunities
Watch opportunities flow in with dynamic watch lists that update based on the latest market data.
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Payment Ledger
Yearly View
Monthly View
pay
Stay on top of your cash flow and income forecast with ease
Automated pay calendar & schedule
Daily payment ledger
Previous year comparison
Future year forecast
performance
Gain a 360o perspective on your accounts and holdings on a daily basis
Dividend Trend
Dividend Schedule
Fair Value
Performance
Heat map
Earnings
Dashboard
Worksheets
Search
Find opportunities using intelligent search
Target opportunities quickly with actionable criteria such as fair value, dividend streak, total returns and CAGRs
Identify the best opportunities using relative criteria such as top 10% performers in a sector
Choose from a wide range of curated searches tailored to different investing needs
Lightning fast results
analyse
Go in-depth with the industry’s most accurate data
Access the industry’s most complete set of fundamental metrics
View and manipulate search results using worksheets
Quickly compare fundamentals and performance using advanced visualization tools
Immediately access detailed market data, dividend payment history, earnings, estimates, and fair value charts for each security
watch
Create dynamic watch lists that update automatically
Eliminate time-consuming, manually maintained spreadsheets with dynamic watch lists
Define your investing criteria and Portfolio Insight will automatically update your watch list members daily based on the latest market data
Receive proactive notifications when new members are added to your watch lists
View upcoming key events for watch list members such as earnings reports, dividend announcements, and meetings
compare
Quickly compare fundamentals across a range of securities through unique visual tools
The Peer Quadrant enables you to quickly compare fundamental data across a wide selection of companies.
Visualize dividend yield vs. growth to select the securities that best match your investing goals.
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Join the beta now and start investing your way!
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Start learning
Curious about what Portfolio Insight can do? Check out the learning center for guided feature tours!
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