Upload your portfolio and instantly see what professional investors see. Understand your diversification, concentration risk, sector exposure, correlations, historical resilience, and overall portfolio quality—all before making your next investment decision.
Dashboard is free, always. Paid tiers start with a 30-day free trial — no credit card required.
For decades, sophisticated portfolio analytics and institutional investment research were available only to large investment firms. Investelligence brings those same principles to individual investors through intuitive tools that help you evaluate investments in the context of your entire portfolio—not in isolation.
Professional investors don't succeed by predicting the future. They succeed by building portfolios prepared for whatever the future brings. Investelligence gives individual investors the same institutional approach—helping you understand risk, strengthen diversification, and make more confident investment decisions.
Most platforms show performance numbers but skip the analytics — drawdown risk, risk-adjusted returns, sector exposures — that tell you whether a strategy actually fits your goals.
Most tools push you toward a recommendation or product. We don't tell you what to buy. We give you the institutional-quality insights to understand your portfolio, evaluate trade-offs, and make more informed investment decisions.
Bloomberg. FactSet. Morningstar Direct. The platforms professionals use are priced for institutions — $20,000+/year. The intelligence gap has always been a price gap.
The same three-lens process professional investment teams use — now available to every self-directed investor.
Market Intelligence delivers a monthly regime signal — Risk-On or Risk-Off, plus a Bullish / Bearish / Neutral macro read — derived from quantitative indicators, not opinion or headlines.
Explore 10+ institutional model strategies with full analytics — rolling returns, drawdown analysis, risk-adjusted performance, and sector exposures — or blend your own from ETFs, model portfolios, and your saved holdings.
Run your saved goals through historical stress scenarios and Monte Carlo simulation. See a realistic range of outcomes — not a single confident number.
Start free on the Dashboard. Upgrade only when you're ready to go deeper — each tier builds on the one before it, so you never lose what you already have.
Drop in a CSV of your actual holdings — stocks or ETFs — and see it analyzed instantly. Or save it and reload it anytime, no re-uploading required.
See exactly where your money is concentrated — by sector for stocks, by asset class for ETFs and funds — in one clear chart.
The same questions a professional would ask about your portfolio: which holdings move together, how top-heavy are you, and how does the whole thing move relative to any benchmark you pick.
A monthly market regime signal (Risk-On / Risk-Off, Bullish / Bearish / Neutral) plus sector, factor, and asset-class ratings — the macro context professionals check before looking at anything else.
Markets change. Risks evolve. Investment opportunities shift. Our research helps you understand what's changing and, more importantly, what it could mean for your portfolio. Rank and screen ETFs, funds, and stocks by our composite scoring, or pull up a full Investment Profile on any single ticker — history, risk metrics, and a score breakdown.
Explore our proprietary model portfolios — real holdings, real historical performance — and see how any dollar amount would split across a strategy's positions.
Professional investors evaluate portfolios—not just individual investments. Investelligence helps you understand how every investment affects the strength, resilience, and diversification of your overall portfolio, plus a What-If tool showing what a sell-on-drawdown discipline would have done historically.
Blend ETFs, our model portfolios, and your own saved portfolios together at whatever weights you choose, then get full institutional-style analytics — risk, correlation, diversification score — on the result.
See where your portfolio sits on an efficient frontier of similar-risk alternatives, and get a clear before/after view of what adding a new position would actually do to your numbers.
Run any portfolio through real historical crises — recessions going back to the 1970s, high-volatility stretches, or the market's worst individual months — scaled by that portfolio's own risk profile.
Debt payoff, early retirement, or a target monthly income — work backward from what you actually want, and see exactly what it takes to get there.
Pressure-test a saved goal against a realistic range of outcomes — not a single confident number — including what happens if a downturn lands early vs. late, or if life gets in the way.
Every tier includes everything below it. The question isn't "which features do I want" — it's "what am I actually trying to figure out right now?"
"Is this specific stock or fund actually any good — and what's the market doing right now?"
"I own several things separately — am I actually diversified, or just holding a pile of similar bets?"
"Will my plan actually survive a bad decade — and am I on track for what I'm saving toward?"
A fair look at where the major research and portfolio-analysis platforms are strong — and where combining security research with portfolio-level science in one place fills the gap.
| Capability | Investelligence | Morningstar Investor | Seeking Alpha Premium | Portfolio Visualizer |
|---|---|---|---|---|
| Price | $14.90–$44.90/mo by tier — see below |
$20.75/mo | ~$25/mo | Free tier, then ~$30/mo |
| Individual stock/fund research & ratings | ✓ Analyst | ✓ | ✓ | — (portfolio-only, no security ratings) |
| Market regime signal (Risk-On/Risk-Off, macro read) | ✓ Analyst | — | — | — |
| Build & analyze a custom blended portfolio | ✓ Strategist+ | Portfolio X-Ray | Basic tracking | ✓ (core focus) |
| Regret Analysis (what a sell-on-drawdown discipline would have done historically) | ✓ Strategist+ | — | — | — |
| Historical backtesting / crisis stress testing | ✓ Manager | — | — | ✓ |
| Monte Carlo goal & retirement simulation | ✓ Manager | — | — | ✓ |
| Saved goal stress-tested against market timing and life events together (contribution cuts, shortened horizon, timed withdrawals) | ✓ Manager | — | — | — |
| Free tier with real portfolio analytics | ✓ No plan needed | Limited | Limited | ✓ (up to 25 assets) |
| Stock recommendations / "buy this" picks | Not our model, by design | — | Alpha Picks (add-on) | — |
Investelligence checkmarks show the minimum tier each capability requires — Dashboard is free for everyone; Analyst, Strategist, and Manager each include everything in the tier(s) below them. See full plan details ↓
Pricing and features current as of publication and based on each provider's publicly listed plans; confirm current details directly with each provider before deciding. This comparison reflects what each platform is built around, not a claim that one is objectively "better" — the right tool depends on whether you're optimizing for individual stock research or portfolio-level decision-making.
Whether you're beginning your investment journey or managing a sophisticated portfolio, choose the level of research and portfolio intelligence that's right for you. Every tier includes a 30-day free trial. No credit card required to start.
"I've been self-directing for 12 years and this is the first platform that actually teaches me how to think, not just what to do. The regime signals alone changed how I approach market positioning."
"Running Monte Carlo simulations on my retirement scenario was eye-opening. I realized I was taking on more risk than my actual goal required. No advisor told me that — the data did."
"The strategy comparison tool is something I used to pay $400/month for through institutional software. Getting this quality of analytics at this price point is genuinely remarkable."
Join investors who want more than stock tips. Build a stronger portfolio with institutional-quality research, professional portfolio analytics, and a disciplined investment framework designed for long-term success. 30 days free — no commitment required.
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