Discover our game-changing financial analysis tool: the Stock Tracker membership
We've distilled institutional-grade analysis into an accessible package to give you top-notch ratings and a user-friendly interface. You'll gain unique insights backed by prestigious institutions, used by leading hedge funds, and powered by cutting-edge machine learning. Try it now and let us simplify and enhance your investing process.
Built for the everyday investor
Stock Tracker is for individual investors who want institutional-grade ratings without the full analyst toolkit.
You don't need to be a professional, an accountant, or have hours each week to spend digging into footnotes. You just need to know — at a glance — whether the stocks and funds you own are working for you, and whether the names on your watchlist are worth buying.
That's what Stock Tracker does. Every rating is built on research backed by The Journal of Financial Economics, Harvard Business School, and Ernst & Young — the same research used by hedge funds and institutional investors. We've just packaged it for individuals.
Most Stock Tracker members stay on it for years. Some use it as their permanent home. Others use it as a stepping stone to our deeper memberships when their needs grow. Either way, you're starting with the same proven-superior research the pros pay much more for.
Your Stock Tracker 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 ratios 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.
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 schools. An invaluable service included in your Stock Tracker Membership as a BONUS.
When you're ready for more
Stock Tracker is a complete membership. But if you want to do more than track — find new ideas, dig into the fundamentals behind your holdings, or put our FinSights AI agent to work on your behalf — your next steps are ready when you are.
Discovery
$149/mo Screen 10,000+ stocks, ETFs and mutual funds to find your next idea. Includes everything in Stock Tracker. Learn more about the Discovery Membership →
Discovery + FinSights AI
$174/mo Everything in Discovery, plus an AI agent built on Google Cloud that helps you find and evaluate ideas in plain English. Learn more about the Discovery + FinSights AI Membership →
Portfolio Insights
From $499/mo Forensic metrics and PDF research reports for every security you own. FinSights AI available. Learn more about the Portfolio Insights Membership→
Take a video tour
Our Stock Tracker 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.
- 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.
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.
Compare our Memberships
To aid your decision, we created this quick comparison between the Stock Tracker, Discovery, & Portfolio Insights memberships.
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 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 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 Member you can find good companies at the right price with institutional quality investment research that is…finally…affordable.
Talk with our experts.
Learn more about our memberships and get a free research report.