See True Stock Holdings Behind Your ETFs & Mutual Funds
Standard portfolio tools treat mutual funds and ETFs as single holdings. Our Deep Dive Look-Through extracts 100% of underlying stock holdings—revealing your exact combined exposure to individual stocks like NVIDIA, Apple, and Microsoft across your pie chart and heatmap!
Portfolio Stock Allocation (finds stock allocation for mutual funds, ETFs & stocks)
Upload a CSV or Excel file with a Symbol (or Ticker) column and either market value or allocation weight.
Expected headers include Symbol and Current Value, Market Value, or % of Account. CSV files are limited to 5 MB. Tested with E*TRADE, Fidelity, and Schwab portfolios.
How to export portfolio
Step-by-step guides for Fidelity, E*TRADE, and Schwab
Fidelity
eTrade
Schwab
Complete Portfolio Fundamental Intelligence
Instantly evaluate stock valuations, track company growth trends and monitor your top position gains and losses right from your portfolio.
Automatic Discounted Cash Flow (DCF) models show if your stocks are undervalued or overvalued with instant percentage badges.
Tracks annual financial metrics (revenue, margins, free cash flow) to highlight if company fundamentals are Growing or Weakening.
Visual bar charts dynamically group your largest stock gainers and losers so you know exactly where your portfolio return originates.
Find Undervalued Stocks with Maximum Upside Potential
Screen hundreds of US equities by Discounted Cash Flow valuation percentage, market cap, and revenue growth. Easily pinpoint top stocks trading at a deep discount to intrinsic value.
Explore DCF Screener →Analyze Valuation & Fundamental Health Across Entire Sectors
Compare market capitalizations, valuation spreads, and revenue growth across Tech, Healthcare, Energy, and Financials to discover sector-wide investment opportunities.
Open Sector Valuation →10 Years of Financial Statements for 3,270 US Public Companies
Browse detailed Income Statements, Balance Sheets, and Cash Flow Statements covering a decade of historical financial data for every major US public company with annual revenue over $100M. Downloaded locally for lightning-fast browsing!
* in some cases less than 10yrs of data if not avail.
Browse Financial Archive →| Metric ($B) | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Sales (Revenue) | $365.8 | $394.3 | $383.3 | $391.0 |
| Gross Margin % | 41.8% | 43.3% | 44.1% | 46.2% |
| Net Income | $94.7 | $99.8 | $97.0 | $93.7 |
| Free Cash Flow | $92.9 | $111.4 | $99.6 | $108.8 |
| Total Cash & Debt | $172.9 | $169.1 | $162.1 | $156.7 |