A five-stage data-driven workflow — from stock analysis to AI-optimised portfolios. Compare, backtest, rank and decide with confidence.
Most investors spend hours sifting through data with no clear process. PortfolioBuilder gives you a structured five-stage workflow powered by fundamentals, performance data and AI.
PortfolioBuilder walks you through the entire process — from entering your first stock symbol to comparing AI-optimised final portfolios — in a single coherent workflow.
Intended primarily for US stock markets — New York Stock Exchange and Nasdaq — but also includes easy access to selected large European and Asian companies cross-listed in the US.
Follow the workflow once, iterate as often as you like. Each stage feeds directly into the next.
Every feature in PortfolioBuilder is designed to give you a data edge — not just pretty charts. The decision making stays in your hands.
PortfolioBuilder is built primarily for NYSE and Nasdaq — the world's largest and most liquid stock markets. It also includes a curated EU → US, ASIA → US symbol list so you can bring major non US stocks into the same workflow.
Start with your first stock list today. Follow the five-stage workflow. Let AI help you streamline your best allocation. No installation needed.
Launch PortfolioBuilder →