Investing made easy.

Portfolio Insight is the industry's most complete and affordable solution for personal investing.

Portfolio management

on your terms

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.

Power Charts

Get a complete picture with custom charting at a fraction the cost of other solutions.

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

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!
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.
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