Replace your spreadsheet.
View your portfolio with richer data.
TradeApes brings your holdings together in one view and scores every stock to provide insights into your investments — all built from SEC filings.
Your holdings. Scored and valued.
Connect your brokerage, import a spreadsheet, or enter positions manually. Every holding is automatically scored for health, valuation, and risk.
See it in action
Look up any stock and get a free score card, or browse a live watchlist.
Start free. Upgrade when ready.
Every plan includes SEC-backed health scores and valuation analysis. Upgrade for deeper insights, brokerage sync, and more.
- ✓ 10 holdings
- ✓ Manual or spreadsheet entry
- ✓ 25 stock reports / 30 days
- ✓ Screener (10 results)
- ✓ Watchlist (10 stocks)
- ✓ 50 holdings + brokerage sync
- ✓ Synced gains & performance chart
- ✓ Unlimited stock reports
- ✓ Screener (100 results)
- ✓ Compare Companies, daily alerts
- ✓ Unlimited holdings + brokerage sync
- ✓ 5 brokerage connections
- ✓ Unlimited screener + backtesting
- ✓ Real-time alerts, CSV/PDF export
- ✓ Priority support
Import a spreadsheet or add positions manually. See your holdings in one view with health scores, valuation, and gain/loss tracking.
Every holding is scored 0-100 across six pillars -- growth, profitability, balance sheet, cash flow, capital allocation, and stability -- using SEC filing data.
Know if a stock is undervalued, fairly valued, or overvalued using a three-layer model: absolute multiples, growth-adjusted ratios, and DCF fair value.
Track up to 10 stocks outside your portfolio. Every ticker gets the same SEC-backed scores, health ratings, and valuation analysis.
Filter stocks by sector, health score, and valuation zone. See the top 10 results ranked by opportunity score.
Link Fidelity, Schwab, Robinhood, and more through our secure read-only integration. Holdings and cost basis import automatically. Available on Pro and Premium plans.
Tools built for real research
Every feature connects to the same SEC-backed analysis. Screen, compare, track, and analyze from one place.
Learn before you invest
Practical guides on portfolio management, stock screening, valuation, and building a repeatable research process.