Track unlimited accounts and positions for a complete picture of your stock investments.

Unlimited transaction history

Direct brokerage linking automatically imports trades

Positions update daily based on the latest market data

Advanced metrics and drill-downs for each position

Innovative reports provide key insights about your stock investments.

Portfolio Dividend Quality Grade and positions at risk

Sector and income heatmaps

Benchmark positions against stocks, indexes, and data sets

Advanced money-weighted and time-weighted returns

Automated pay schedule and forecasting eliminate the time consuming task of tracking your cash flow.

Automated pay calendar

Daily pay schedule

Forecasting based on announcements and payout history

Year-over-year income comparison

Close your Behavior Gap

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The most important factor impacting investor returns is behavior. Emotion and biases lead to bad decisions. Portfolio Insight's groundbreaking analytics pinpoints how you can modify your choices to improve your bottom line.

Portfolio Insight zeros in on trades that were at a premium and a discount so that you can quickly adjust your strategy to drive better returns

Gain insight with custom data sets and intelligent metrics to quickly find stocks that are a fit.

Search templates for diverse investing strategies

Filter on actionable metrics including fair value, dividend quality, and rankings

Over 20 years of history sourced from S&P Global

Unlimited data download

Dividend Quality

Make informed investments using Portfolio Insight's Dividend Quality Grades and reports for nearly all major U.S. dividend-paying stocks. The grades are the most reliable in the industry, updated daily, based on over 100 metrics, and have over a 98% accuracy rate.

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Deep dive research, simplified

Whether you are a seasoned investor or just getting started, Portfolio Insight helps you invest with confidence. Portfolio Insight's fair value and target price blend historical performance with analyst forecasts to give you the industry's most accurate readout of where a stock is headed.

Gain clarity

Portfolio Insight includes Quick Take analyst reports for major tickers and fundamentals tools to quickly identify strengths and weaknesses without the need to decipher opaque financial statements.

The Latest News & Filings

News & Filings

Get the latest news from the major investment sites, updated every 30 minutes.

* Some news sources may require a subscription

One-click access to the latest SEC filings for each stock

News feeds tailored to your investments and watchlists

What the Experts Say

The idea of leveraging Portfolio Insight's powerful technology platform to create innovative visual tools was so appealing that I decided to join them!

Ferdi Scheepers

DivGro blog and leading Seeking Alpha contributor

I like using Portfolio Insight for fundamental stock research and my articles. The speed of the site, accurate data, and ability to visualize metrics makes it invaluable to me.

Dividend Power

Dividend Power blog and Seeking Alpha contributor

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Stay on top of your income

Income

Close your Behavior Gap

The most important factor impacting investor returns is behavior. Emotion and biases lead to bad decisions. Portfolio Insight's groundbreaking analytics pinpoints how you can modify your choices to improve your bottom line.

Portfolio Insight zeros in on trades that were at a premium and a discount so that you can quickly adjust your strategy to drive better returns

Gain insight with custom data sets and intelligent metrics to quickly find stocks that are a fit.

Power Charts

The Latest News & Filings

News & Filings

What the Experts Say

What the Experts Say