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Core Philosophy

Set It and Forget It

Automate your dollar-cost averaging strategy with recurring investments and reactive rules. Let the system execute your plan while you focus on research.

Benchmark-Driven

Always compare against market indexes. There's no point in looking at stock performance without the benchmark context.

Tax-Optimized

Built-in tax-loss harvesting suggestions help you maximize after-tax returns. The system tracks wash sale risks automatically.

Educational First

Learn momentum strategies, factor models, and quantitative investing while building a real portfolio with real market data.

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Stock Tracker & DCA

Automated dollar-cost averaging, momentum screening, and portfolio tracking with real market data

Try Demo Portfolio

Understand

Momentum screening, market research, and data-driven stock analysis

Set

Configure recurring investments, benchmarks, and reactive trading rules

Invest

Track portfolio, view holdings, and compare performance vs benchmarks

Sell

Tax-loss harvesting, fundamental signals, and technical sell indicators

Note: This is a learning platform demonstrating Next.js patterns with real market data. Brokerage integration and actual trading are not supported. Data may have delays.