Next-gen platform for investors

The best place to track your investments, keep up with the market, and find your next trade.
Advanced tools for every investor

Powerful research and analytics

Portfolio analysis

Portfolio management made easy with features designed to help you monitor, analyze, and optimize your investments. Assess how risky your portfolio is at a glance, view your risk score, and get recommendations.

Research

Streamlined stock research with the most advanced analytics available. More proprietary data and analytics on individual stocks than any other platform.

Backtesting

Easily answer questions like "How does $APPL usually perform when the S&P 500 has a 10% pullback?" without writing a single line of code.

Market tracking

Everything you need to know about the market on one page, with a curated news feed sorted by categories and sentiment analysis tools that help you monitor the market's pulse.

Trading

Track your trades, trading activity, and performance. Automatic analysis of individual and aggregate trades.

And much more

our mission

Empower investors

Our mission is to level the playing field between Wall Street and individual investors by democratizing access to the most cutting-edge investment technology available.
All features

Investment analysis reimagined

The "Bloomberg Terminal" for the 99%.

Portfolio analysis

We offer the most advanced portfolio tools on the market, including: AI insights and recommendations, risk analysis, risk score, diversity analysis, automated technical analysis, and much more.

Stock reports

Everything you need to know about a stock on one page, including: risk analysis, scenario analysis, AI news summary, powerful charts, earnings insights, fundamental data, technical analysis, statistical insights, seasonality, and much more.

Backtesting

Easily answer questions such as "How does $APPL usually perform when the S&P 500 has a 10% pullback?" without writing a single line of code.

Trading journal

Maintain a comprehensive record of your trades, receive in-depth analysis of each transaction, and gain valuable insights into your overall trading performance and activity.

Market dashboard

Everything you need to know about the market on one page, including: curated news feed, market news summary, sector and index performance, upgrades/downgrades, insider trading analytics, and sentiment analysis tools that help you monitor the market's pulse.

Screener

Sort through thousands of stocks to find the ones that meet your criteria. Select from over 70 filters to find exactly what you're looking for without a hassle. Our scanner is easy to use, lightning fast, and extremely powerful.

Live insights

Our cutting edge algorithm monitors over a thousand stocks and identifies events with historical impact on stock prices. This generates daily live insights, offering you fresh trading ideas.

Events calendar

Monitor upcoming events including IPOs, stock splits, earnings announcements, and key U.S. economic events.

Alternative data

We examine data from prominent Reddit communities like Wall Street Bets to highlight the stocks garnering the most attention.

Changing the game for investors

Our state-of-the-art platform serves thousands of people, empowering them to discover and manage their investments with enhanced intelligence. We combine AI with fundamantal and quantitative analysis to give investors superpowers.

Some questions,
some answers.

Can I sync my portfolios and trading history?

Yes, our Plaid integration allows you to easily and securely import your portfolios and trades.

Do you support custom integrations?

Yes, we offer custom custodian integrations under our enterprise plan.

What makes PortfolioMeta unique?

No other product offers the breadth of tools that we do. Our mission is to put all investors on an equal playing field by making the best investment tools affordable to everyone. From AI portfolio insights to comprehensive risk analysis, we are constantly pushing the boundaries and finding new ways to help you invest better.