Multi-account tracking, fundamental analysis, DCF valuation, risk metrics, sector attribution, and rebalancing — all in one platform built for serious investors.
From daily tracking to deep fundamental research — Quantia covers the full investment workflow.
Total value, daily P&L, period returns, top positions, and today's movers — your portfolio at a glance with interactive performance charts.
Manage multiple brokerage accounts with consolidated views. Group accounts, filter by account or group, and see positions across all holdings.
Stocks, options, and bonds in one view. Track cost basis, unrealized and realized gains, and drill into per-account breakdowns.
Interactive treemap visualization — see your portfolio weighted by value, colored by performance. Click any tile for instant detail panels.
Deep-dive into any ticker: valuation multiples, growth rates, margins, analyst targets, SaaS metrics, balance sheet health, and Quick Score ratings.
Filter stocks by P/E, revenue growth, margins, Rule of 40, sectors, and more. Find opportunities that match your investment criteria.
Auto-generated and customizable DCF models with interactive sliders, sensitivity matrices, and peer comparable tables.
Compare 2–4 stocks head-to-head with radar charts, side-by-side metrics, and win-count verdicts across valuation, growth, and profitability.
Sharpe ratio, max drawdown, volatility, and benchmark-relative risk metrics. Understand your portfolio's risk profile across time periods.
See exactly which holdings and time periods drove your returns. Break down performance by position, sector, and contribution.
Allocation breakdowns by sector with performance comparisons. Identify concentration risk and diversification gaps.
Set target allocations, monitor drift, and generate rebalance plans. Stay aligned with your investment strategy automatically.
Every tool a serious investor needs, built in.
From overview to deep research in just a few clicks.
Your dashboard shows total value, daily changes, top positions, and movers across all accounts. The heatmap gives you an instant visual read on what's happening.
Type a ticker in the search bar. Jump straight to market data, fundamental analysis, or a DCF valuation — all cross-linked so you can move between views seamlessly.
Risk metrics, sector concentration, performance attribution, and benchmark comparisons tell you where you stand — and where you're exposed.
Use the screener to find new ideas, the comparison tool to evaluate them, and rebalancing recommendations to keep your portfolio aligned with your targets.
Start tracking, analyzing, and optimizing your investments today.