AI-Driven Portfolio Intelligence for Modern Investors
Quantitative Factor Portfolio Toolbox
Professional suite for systematic factor portfolio construction, factor tilting, and sector analysis -- featuring Al-powered diagnostics and advanced stock screening
Portfolio Builder
Construct factor-tilted portfolios with sophisticated weighting schemes
Portfolio Diagnosis
Deep factor exposure analysis and portfolio decomposition
Multi-factor Screener
Advanced screening with composite ranking and factor layering
$19 first month
then $49 billed monthly
*US stock market data only
What Portfolio Toolbox Offers
Helping Investors Build Smarter Stock Portfolios with Easy-to-Use Factor Investing Tools
Portfolio Builder
Construction from scratch
Build and analyze your customizable factor tilting portfolio from multiple stock universes and sectors.
Provide insights on factor loading of Quality, Value, Momentum, Growth & Low Volatility, sector exposure and portfolio return/risk statistics.
Portfolio Diagnosis
Existing portfolio analysis
Upload holdings or manually input stock list with choices of popular weighting scheme.
Insights on factor loading analysis, sector exposure, and detailed sub-factor level statistics.
Multi-factor Screener
Idea exploration
Stock pool selection based on 5 major factors, 60+ sub factors or a combination.
Stock ranking by factor scores, monthly return, annual volatility, market cap, sector and price.
Individual stock factor loading and interactive historical return chart.