Discover Your Next Winning Investment
Smart Screening + Institutional-Grade Ratings
If Stock Tracker helps you understand your portfolio, Discovery helps you build a better one.
This membership includes everything in Stock Tracker — ratings, tracking, alerts, and access to our full learning library — plus powerful screening tools that surface the best opportunities in the market in seconds.
No more guesswork. No more sifting through endless tickers. Discovery puts precision-built filters at your fingertips so you can instantly identify the highest-quality stocks and funds for your strategy.
Discovery Is a Game-Changer
You’re no longer limited to whatever stocks happen to be in your portfolio — or whatever ideas pop up in the news.
Discovery empowers you to:
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- Generate high-quality ideas fast
- Compare securities based on fundamentals that actually matter
- Focus only on the best opportunities
- Build a portfolio grounded in real financial strength
- Save hours of time while gaining clarity and confidence
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It’s the simplest, smartest way to uncover the right investments for your strategy — without being an expert analyst.
Start Finding Better Investments Today
If you’re ready to take the next step beyond tracking…
If you want to discover what’s truly worth buying…
If you want tools once reserved for professionals…
It’s time to upgrade to Discovery.
Your Discovery Membership Includes:
Ratings on 10,000+ Securities
Enter a ticker and instantly get an answer: green is good, red is bad. Ratings are updated daily based on the latest closing stock prices and 10K and 10Q filings.
Harvard Business School proves our stock ratings are superior to Wall Street analyst' ratings.
Our ratings get their edge from:
- superior fundamental data,
- superior financial modeling and ration and
- our more disciplined approach to investing.
Our experts leverage proprietary Robo-Analyst technology, a cutting-edge AI-driven machine learning application that scours the footnotes to the financial statements and the management discussion & analysis to produce more complete and proven-superior fundamental data and financial models.
Portfolio Tracking
Easily upload your portfolios into the system in just a few seconds.
Get an immediate read on the strengths and weaknesses in your portfolios.
Create lists of all your favorite stocks and see how they stack up.
There's no better way to analyze the fundamental quality of your or your colleagues' portfolios.
Portfolio Email Alerts
Get email alerts on all or any of the stocks, ETFs and mutual funds in your portfolio – and be notified any time there’s a major move in the financials, a change in our ratings or a major corporate event.
Stock & Fund Screeners
Stop hunting for ideas and start finding them. The Discovery Screener surfaces your best opportunities instantly by filtering thousands of stocks, ETFs, and mutual funds using the criteria that matter most.
Membership Bonus
Education
Get access to 100s of articles and videos in our advanced educational library. Enjoy explanations on how to model all the most sophisticated metrics like ROIC, EBV, FCF, NOPAT, WACC and Invested Capital. It's hard to put a value on educational materials like these...but we'd say they are better than what you will find at any business school in the world - based on David Trainer's experience guest lecturing at these school. An $invaluable service included in your Stock Tracker 50 Membership as a BONUS.
All the Insight of Stock Tracker — Supercharged
Your Discovery membership includes:
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- Ratings on 10,000+ stocks, ETFs, and mutual funds
- The ability to track up to 50 holdings
- Instant portfolio alerts
- Full access to our expert educational library
- A clean, intuitive dashboard
- Plus our stock & fund screeners
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You get the same institutional-grade analytics powered by rigorous accounting and advanced machine learning — now with tools to help you actively find the best ideas, not just evaluate them.
Our Discovery Membership:
- Get superior investment ratings on over 10,000 stocks, ETFs, and mutual funds.
- Track daily changes in ratings for up to 50 tickers in your portfolio.
- Screen 10,000+ securities to find the best investments for you.
- Simplify the complex world of fundamental analysis with just a few clicks.
- Invest smarter with proven-superior analysis of footnotes.
- Leverage cutting-edge machine learning to get the truth about earnings.
The Screening Power You’ve Been Missing
With Discovery, you can screen our universe of 3,000+ stocks to instantly find the strongest opportunities by:
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- Rating (find only the best-rated stocks)
- Market Cap
- Price
- Dividend Yield
- Index Membership
- Sector & Industry
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Whether you're hunting for large-cap stalwarts, high-quality dividend payers, or hidden small-cap outliers, Discovery gives you the tools to isolate them instantly.
Find the Right Funds — The First Time
Discovery also unlocks screening for 7,000+ ETFs and mutual funds, making it easy to find the best fit for your goals based on:
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- Rating (find only the best-rated funds)
- Fund Type
- Price
- Sector or Style
- Total Assets
- Provider
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Stop relying on generic fund lists or outdated recommendations. Discovery shows you the funds that actually match your criteria — and helps you avoid the ones that look good on the surface but hide risks underneath.
Machine learning makes our research better, smarter, and faster than the competition. We analyze more of the fine print to deliver more rigorous cash flow analysis than the competition. Our models and ratings are built on a more comprehensive and proven-superior data set. Other firms overlook critical information from the footnotes and MD&A that we catch. We’re truly independent and don’t get paid by the companies or funds we cover.
Value Investing 2.0
The value investing process is the DNA that runs through our reports and tools. Your investment in the best stock investing software helps you save hundreds of hours needed to truly analyze 200+ page financial reports. Let our forensic accounting experts and cutting-edge technology do the hard thinking for you.
Your Stock Tracker 50 Membership does the fundamental research for you. We categorize 10,000+ stocks, ETFs and mutual funds into five Ratings that you can track using your My Portfolio page.
We make it easy for you to make confident decisions. In the long-run, the stocks you place and keep in your portfolio are a direct reflection of your commitment to grow and protect your money. Your future is closer than you think, and every decision matters.
Stock Tracker 50 is a valuable tool for investors looking to gain insights and streamline their investment research. The tools are easy to use so your decisions are made with conviction.
Trust the Research
Value investing is a lot of work. You might wonder if you really have the time to do the analysis or pick winning stocks. If so, don’t worry – it is possible to be a successful value investor without being an accountant.
You can feel confident in our research and stock picking software… here’s why.
Our ratings and research are based on the best fundamental data in the world, as proven in The Journal of Financial Economics. Other highly respected institutions, like Harvard Business School and Ernst & Young, have written papers proving the superiority of our research and stock ratings as well.
This means as a Stock Tracker 50 Member you can find good companies at the right price with institutional quality investment research that is…finally…affordable.