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.
What you get when you sign up
Free to use. Available the moment your account is created.
Connect your brokerage, import a spreadsheet, or add positions manually. See all your holdings in one view with health scores, valuation, and gain/loss tracking.
Link Fidelity, Schwab, Robinhood, and more through our secure read-only integration. Holdings and cost basis import automatically.
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 50 stocks outside your portfolio. Every ticker gets the same SEC-backed scores, health ratings, and valuation analysis automatically.
Filter stocks by sector, health score, and valuation zone. Ranked by opportunity score so the most interesting names surface first.
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.