Be the CEO of Your Portfolio

All the tools you need to manage your portfolio in one easy-to-use package

billed anually


Brokerage grade fundamental data for all north american  stocks
Didividend histories for all north american companies
Industry leading
intelligent search
Revolutionary dynamic watchlists
Fully automated pay calendar and pay schedule
Track all your positions across different accounts and institutions
Optionally link your portfolio to your bank account
Fair value

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Curious about what Portfolio Insight can do? Check out the learning center for guided feature tours!

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