Portfolio intelligence
powered by real fundamentals
TradeApes scores every stock you own (or want to own) using data straight from SEC filings. No paywalls. No hot takes. Just the numbers.
See it in action
Browse a real Watchlist and Company Analysis powered by SEC filings — no sign-up needed. When you're ready, create a free account in seconds.
What you get when you sign up
Free during the beta. Available the moment your account is created.
Track up to 50 stocks outside your portfolio. Add any publicly traded ticker and get the same SEC-backed scores, health ratings, and valuation signals automatically.
Every holding is scored 0–100 across financial strength, operating trends, and capital allocation using XBRL data from SEC filings — no opinions, just numbers.
Know if a stock is cheap or expensive relative to its own 5-year history. P/B, P/E, and composite multiples compared against historical norms.
Portfolio Management
The next wave of TradeApes — connect your brokerage accounts and bring everything together in one view.
Link Fidelity, Schwab, TD Ameritrade, Robinhood, and more through our secure read-only SnapTrade integration.
Monitor portfolio health, identify opportunities, and share your watchlist — all grounded in public financial data.
Identify unrealized losses that could offset gains, with wash sale detection built in. Know which harvesting opportunities are IRS-safe before you act.
Learn before you invest
Practical guides on portfolio management, stock screening, valuation, and building a repeatable research process.