Invest Smarter β€” Even If You're Busy

A free tool that analyzes companies, scores their financial health, and forecasts performance using historical data. Built for beginners, useful for experts.

How It Works

Why This Tool Exists

Most people don't have time to read financial statements or learn complex investment models.

This tool helps you understand any company in seconds β€” with clear scores, simple explanations, and data-driven forecasts. Whether you're a beginner or a busy investor, you get instant insights without needing to be a financial expert.

What the Tool Does

Our platform turns complex financial data into simple, actionable insights

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Analyzes Financial Health

Scores companies from 0–100 based on profitability, growth, leverage, liquidity, and risk.

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Shows Strengths & Weaknesses

See what the company does well and where it's struggling.

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Compares to Sector Peers

Percentile ranks show how metrics compare to competitors in the same industry.

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Forecasts Performance

Uses historical windows (1, 3, 5, or 10 years) to forecast returns in different scenarios.

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Builds Optimized Portfolios

Modern Portfolio Theory, Resampling, and Black-Litterman for risk-balanced allocations.

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Explains Every Decision

Understand why the tool recommends each weight. No black boxes. Complete transparency.

Key Features

Professional-grade tools, designed for busy people and beginners

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Financial Health Score (0–100)

Sector-aware score based on profitability, growth, leverage, liquidity, and risk. Instantly see if a company is strong, average, or weak.

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Percentile Ranks

Each metric compared to the entire sector. 100th = best in class. 50th = average. 2nd = very weak. Fair, easy-to-understand rankings.

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Valuation, Cash Flow & Earnings Badges

Quick signals answering: Is it overpriced? Does it generate real cash? Are earnings reliable? Simplifies complex accounting.

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Forecast (Historical Windows)

Choose 1, 3, 5, or 10-year windows to see how stocks performed in similar market conditions. Understand volatility and drawdowns.

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Portfolio Optimization

Modern Portfolio Theory, Resampling, and Black-Litterman blended strategies. Build balanced, risk-adjusted portfolios without the math.

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Explainability Layer

Understand why optimizer chose certain weights. See return drivers, risk reducers, BL adjustments, and factor-level impacts. Transparent.

Learn the Fundamentals

Investing doesn’t have to be confusing. Explore simple, beginner-friendly guides that explain the concepts behind the tool.

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Who This Is For

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Busy People

Want quick insights without reading financial statements or learning complex models.

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Beginners

No financial jargon. Clear scores. Clear explanations. Confidence in your decisions.

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Cautious Investors

Want safer decisions backed by data and clear fundamentals analysis.

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Analysts

Need fast fundamentals screening and portfolio optimization tools.

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Students

Learning finance and want to see Modern Portfolio Theory and quantitative models in action.

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Value Seekers

Want professional tools without expensive subscriptions or premium memberships.

Free Forever

All core tools are free, supported by non-intrusive ads so everyone can use them.

Free Plan (Always)

Sign up free to analyze 6 tickers and save 3 portfolios. Ad-supported, no credit card required.

Pro Plan (Future β€” Supports the backend systems that power this tool)

$4.99/month β€” 12 tickers + unlimited portfolios

πŸ“Š Ready to Analyze Your First Company?

πŸ”” Ad Space

Free, Transparent, and Always Premium

Ad-supported, but never compromises on quality.

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Free Forever
All core tools free. Ad-supported. No paywalls.

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Your Privacy Matters
Non-intrusive ads. No tracking.

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Pro (Future)
12 tickers + unlimited portfolios (future).

What Users Say

"Finally a portfolio tool that actually explains itself. No black boxes, no guessing."
Sarah M.
Independent Investor
"Clean, fast, and actually useful. Better than paying for tools that hide everything."
James K.
Finance Student
"Feels like Portfolio Visualizer but way simpler. Great for getting started with optimization."
Alex P.
Casual Trader

Frequently Asked Questions

What models do you use? β–Ό
We use Modern Portfolio Theory (MPT) to build the efficient frontier, Resampling to stabilize allocations, and Black-Litterman adjustments to blend market expectations with your data. For fundamentals, we compute sector-aware percentile ranks across 8 factors: profitability, growth, financial strength, liquidity, risk, earnings quality, cash flow, and valuation.
How is the Financial Health Score calculated? β–Ό
Each stock receives a 0-100 score based on eight weighted factors: Profitability (28%), Growth (20%), Financial Strength (16%), Liquidity (8%), Risk (8%), Earnings Quality (10%), Cash Flow (7%), and Valuation (3%). All metrics are compared within the same sector for fair assessment.
Do I need to create an account? β–Ό
No! You can try as a Guest with up to 2 tickers. If you want to analyze 6 tickers and save your portfolios, you can create a free account. Either way, no payment required.
What data sources do you use? β–Ό
We pull financial data from Yahoo Finance, including historical prices, fundamentals, and key metrics. All data is processed server-side and refreshed regularly.
Is this investment advice? β–Ό
No. This tool is for educational purposes and exploration only. Always consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results.
How accurate is the analysis? β–Ό
Our analysis is based on sound financial theory and real market data. However, no model is 100% accurate. We flag data quality issues when metrics are sparse or incomplete, so you know when to exercise caution.
Will there be a paid plan? β–Ό
Yes! We’re planning a future Pro plan ($4.99/month) that unlocks 12 tickers and unlimited saved portfolios. Don’t worryβ€”everything essential will stay free forever, supported by ads. The Pro plan is just an optional upgrade for users who want extra room.