Features

Stock portfolio management built to encourage good process

Modern portfolio management software view of equity and income graphs and heatmap of stock allocations / weights

We live in an era where you can change your entire portfolio while in line at Chipotle.

Fast turnover is great if you're a brokerage earning a commission, but it's dangerous for investors.

liquid amber lets you slow down, and make better decisions.

Keep your research Notes ready, and seize more opportunities

Take notes on all your stock investments and watchlists

Have you ever missed an opportunity because you didn't have your research ready before volatility hit?


Notes let you stay prepared, so you have the conviction to act.


Stop being paralyzed by volatility.


Have your research ready when you need it most.

Your SEC Filings Inbox helps you focus on what matters most.

Automated SEC Filings inbox, sorted by read vs unread filings, and options to filter by filing type.

Forget mainstream media.

It should be easy to track what matters.

Automatically get SEC Filings for all your holdings.

Don't lose the signal for the noise.

File Management so convenient, you can't help but keep your financial models current

Form to upload a File or URL, organized by Ticker or Portfolio

Attach your Excel models to your portfolio holdings' pages.


Or if your file is hosted online in the cloud, you can attach it via URL.


Get the most out of your Files when they're a part of your portfolio itself.

Form to upload a File or URL, organized by Ticker or Portfolio

Earnings Calendar gives you time to prepare and plan

Automated SEC Filings inbox, sorted by read vs unread filings, and options to filter by filing type.

Earnings season be overwhelming if we're late to the party.

We risk doing a half-hearted skim when too many reports pile up at once.

Use your Earnings Calendar to stay proactive, and give 10-Ks and Qs the attention they deserve.

Protect your portfolio against Fear and Greed with Sentiment Tracking

As investors, our performance depends on controlling our emotions:

  • Do we avoid 😰 Fear — or do we capitulate and sell the bottom?
  • Do we resist 🤑 Greed — or do we chase and buy the top?

The act of observing our emotions, helps us to manage them better and make rational decisions.

That's why Sentiment Tracking is a part of every Transaction and Note you make.

“The margin of safety is always dependent on the price paid. It will be large at one price, small at some higher price, nonexistent at some still higher price.” —Benjamin Graham

Analyze Dividend Investments from new angles, and make better decisions

Old portfolio software doesn’t tell you the full story.

Dividend investors benefit from seeing historical yield, dividend growth, and payment stability.

Compound your income for the long-term, by avoiding yield traps, and finding stable growers.

Automated SEC Filings inbox, sorted by read vs unread filings, and options to filter by filing type.
Automated SEC Filings inbox, sorted by read vs unread filings, and options to filter by filing type.

An unmatched, low-latency experience.

liquid amber Newsletter

Long-term investing in stocks for all seasons.