We live in an era where you can change your entire portfolio while in line at Chipotle.
Brokerage Apps encourage investors to move fast and often — this is good for brokers, but not for investors.
liquid amber helps investors slow down, and make better decisions.
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 place that Buy Order.
Stop losing (or forgetting) your research, when you need it the most.
No more falling behind on material news.
Automatically receive SEC Filings for all your holdings, the day they're filed.
The only News Feed that serves your interests, and not Big Media's.
Don't lose the signal for the noise.
Attach your Excel models to your portfolio holdings' pages.
Need to store a URL to your Google Sheet? Done.
Get the most out of your Files when they're a part of your portfolio itself.
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.
As investors, our performance depends on controlling our emotions:
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
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.
Long-term investing in stocks for all seasons.
