ModernStockPortfolioTracker.com

MSPT

CHEAP SURVIVAL CATALYST TIMING POSITION SIZE

Run a repeatable investing framework. Find undervalued stocks where cheap + survival + catalysts + timing align. MSPT helps you scan, track, and monitor ideas so you can deploy capital with discipline.

Identify undervalued stocks with fast valuation anchors
Track ideas and catalysts with structured watchlists
Confirm survival using balance sheet and cash flow data
Time entries with technical sentiment overlays
Monitor portfolio risk and position sizing

Free 1-Month Trial Log In Explore Features

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

20y statements + TTM trends across five pillars.

Candleglance, Continuous, Paged. Scan fast, dive deep.

One table: Fundamentals & Valuation vs peers.

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

Filter by marketcap, IPO, fundamentals, value, momentum and trend factors.

12 months of insider activity to spot conviction shifts.

Option block trades that can foreshadow price action.

Daily updates with tier change notifications.

Track up to 10 portfolios vs SPY; spot over-allocations with sector/industry pies.

One-click AI write-up from fundamentals, valuation, momentum, and insiders.

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.

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.

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.

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.

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.

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.

Block trades that can foreshadow price action.

Filter by size, type, and side.
Pair with catalysts and insiders.
Block trade radar with bull/bear scores (last 30 days).
LEAPS: OTM calls with a vs. stock comparison.

Daily fundamentals updates with tier change notifications.

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

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.

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.