Tracking ideas

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Modern Stock Portfolio Tracker

Pro-grade fundamentals and technicals in one fast EOD platform. Screen, track, and monitor with clarity—then act with confidence.

  • Universe of 5k+ stocks with 20y fundamentals and 5y quarterly TTM
  • Deep value + reversal tools: RSI, ADX/DMI, PMO, MACD, ATR
  • Insiders and option block trades for catalyst discovery
  • Clean scorecards, alerts, and customizable views
  • Backed by Nasdaq Data Link EOD market data
Free 1-Month Trial Log In Explore Features

No long tutorials. Clear signals. Built for fundamentals-first traders.

What you can do with MSPT

Fundamentals
20y statements + TTM trends across five pillars.
Charts
Candleglance, Continuous, Paged. Scan fast, dive deep.
Scorecard
One table: Fundamentals & Valuation vs peers.
Technicals
RSI, ADX/DMI, PMO, MACD, ATR—reversal discovery toolkit.
Screen
Filter by marketcap, IPO, fundamentals, value, momentum and trend factors.
Insiders
12 months of insider activity to spot conviction shifts.
Options flow
Option block trades that can foreshadow price action.
Alerts
Daily updates with tier change notifications.
Portfolio
Track up to 10 portfolios vs SPY; spot over-allocations with sector/industry pies.
Analysis
One-click AI write-up from fundamentals, valuation, momentum, and insiders.

Fundamentals

20y history + 5y quarterly TTM to confirm trends.

  • Profitability, Growth, Liquidity, Leverage, Solvency.
  • Drill into metric details; jump to filings & earnings.
  • Yearly and quarterly views for inflection checks.

Charts

Three views: Candleglance grid, Continuous, and Paged.

  • Hotkeys: d / w / m; ← / → in Paged.
  • Infinite scroll for fast scanning.
  • Select tickers to add notes, lists, or alerts.

Scorecard

One table that ranks each company vs its peer group.

  • As-of: last NYSE close.
  • Fundamentals Score: avg of five pillars.
  • Valuation Score: sum of value ratios (e.g., Sales/Price, EBITDA/EV).
  • Metrics trimmed at 5/95th pct; scaled 0–100 vs peers.
  • Small peer groups smoothed; six percentile tiers.
Scorecard preview

Technicals

RSI, ADX/DMI, MACD, ATR—reversal discovery toolkit.

  • Daily/weekly signals with trend context.
  • Combine with fundamentals to avoid traps.
  • Screen and chart with the same factors.
Technicals preview

Screen

Filter by market cap, IPO age, value/momentum, sector presets.

  • Universe of 5k+ tickers with fast filters.
  • Save lists for Watch, Buy, Sell, Risk, and more.
  • Export or pivot into scorecards.
Screener preview

Insiders

12 months of activity to spot conviction shifts.

  • Count unique buyers over last year.
  • Aggregate dollar value for signal strength.
  • Sort by weekly insider flow.
Insider preview

Options flow

Block trades that can foreshadow price action.

  • Filter by size, type, and side.
  • Pair with catalysts and insiders.

Alerts

Daily fundamentals updates with tier change notifications.

  • Email or push methods.
  • Price/percent and custom conditions.
  • Link back to charts or scorecards.
Alerts preview

Portfolio

Compare your portfolios to SPY and visualize allocations.

  • Create up to 10 portfolios to test strategies.
  • Table shows Actual vs SPY value, Difference, and % Difference.
  • Pie charts reveal sector/industry/subindustry over-weights.

Analysis

Generate an AI-crafted equity note from your Fundamentals view.

  • Blends multi-period fundamentals with peer-median valuation.
  • Adds price action plus daily/weekly/monthly trend & momentum.
  • Includes insider-buy context in the final synthesis.
  • Essay output (4–8 paragraphs) with strict Z-Prime labels and discount/premium rules.
AI analysis preview

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