Portfolio tracker & stock research

Invest with a clear mind.

Every account you own, in one complete picture.
What you hold, what it earns, and what deserves your attention next.

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14 days free · no credit card · then $5/month

Live broker sync 4,000+ stocks scored AI portfolio reviews
The short version

From what you own to what you buy next.

Every account, one picture. Brokers, currencies and manual holdings in one position list, with true performance and the income it pays.
Fundamentals made easy. A Zen Score for quality, growth, valuation and capital return, along with beautiful visualizations of stock fundamentals.
Develop and test your strategy. Screen thousands of scored companies, simulate portfolios, run backtests and get powerful AI insights.
A laptop showing Zenly's stock page for Alphabet: price and position at the top, valuation metrics beside a one-year price chart, then financial health ratios and bar charts of revenue and earnings per share. A tablet showing Zenly's backtest lab: a portfolio builder on the left, an equity curve comparing two portfolios against the S&P 500, and a table of total return, CAGR, drawdown and Sharpe ratio. A phone showing Zenly's overview: net worth of $50,517.35 up 0.23% on the day, an intraday portfolio chart, and a list of today's biggest movers.
Introducing

Zen Score

A composite score of uncorrelated fundamentals - each one historically proven to separate market leaders from the rest.

The thesis - you can beat the market without taking additional risk. The strategy is simple: high-quality companies at fair prices.

How the Zen Score is calculated →
tap a ticker
Microsoft Corp.
MSFT · Technology
- Zen Score
High-conviction compounder
Exceptional quality with a durable growth runway. Valuation sits within range of its long-term earnings power.
Quality
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Growth
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Valuation
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Capital return
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ROIC
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FCF yield
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5Y rev CAGR
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PEG ratio
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The companies and figures shown here are illustrative examples, not live data or current Zen Scores.

Your portfolio

Know exactly
what you own.

Connect once. Every account, every broker, every currency - in one view that stays in sync.

Sector exposureAll accounts · look-through
Technology
38%
Financials
16%
Healthcare
12%
Consumer
11%
Industrials
9%
Other
14%
Geography
US 71% Developed intl 19% Emerging 10%
Overlap detected VTI and VOO overlap 84% - two funds holding nearly the same market. Zenly flags it so you diversify on purpose.
Projected annual incomeForward 12 months
$4,812 /yr
+12.4% vs last year · avg $401/month
Upcoming payments
SCHDJul 24 · quarterly$186.40
JNJAug 12 · quarterly$94.20
OAug 15 · monthly$31.75
MSFTSep 11 · quarterly$58.10
Yield 2.4% Yield on cost 3.1% Payout growth 5Y +9.8%
Total return · 3 yearsTime-weighted
Your portfolio +64.2% S&P 500 +51.8%
Best year
+28.4%
Max drawdown
−18.6%
vs S&P 500
+12.4pp
Synced 2 min ago3 accounts · 2 brokers
AI advisor

An advisor that has actually read your portfolio.

Not generic tips - a structured review of your real holdings: what's working, what's concentrated, and what requires attention.

Portfolio review
Generated from your live holdings
AI analysis
Strengths
Factor tilts exposure is well-diversified across value, size, and momentum.
The core is anchored by high-ROIC compounders with durable moats and consistent buybacks.
Dividend income is well-laddered: 2.4% yield, low overlap between payers.
Areas to watch
Technology weight reached 41% - meaningful drawdown risk in rate-sensitive stretches.
You are 94% US-domiciled. A developed-international tilt would cut concentration risk.
Beta of 1.14 amplifies market swings - consider a defensive sleeve.
AI-generated analysis is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.
Research

From idea to conviction, without leaving the app.

A screener with presets built on the metrics that matter - and the tools to pressure-test an idea before it costs you money.

Screener
312 matches
Ticker Zen Score PEG 5Y revenue FCF margin ROIC
NVDA
NVIDIA Corporation
 910.9+56.3%45.9%76.4%
MSFT
Microsoft Corp.
 871.8+15.1%26.3%42.1%
TSM
Taiwan Semiconductor
 841.2+18.4%25.6%26.8%
RDDT
Reddit, Inc.
 821.1+48.9%24.3%21.7%
MA
Mastercard Inc.
 811.9+12.4%45.8%31.2%
Showing 5 of 312 · sorted by Zen Score

The companies and figures shown here are illustrative examples, not live data or current Zen Scores.

The toolkit

Test the idea before you fund it.

Backtest lab
Prove it before you buy it.

Run any strategy against real market history - equity curve, CAGR, max drawdown, Sharpe, benchmarked against the S&P 500.

Strategy simulator
Rehearse the trade, risk-free.

Model a change before you make it - see how adding or trimming a position shifts your fundamentals, exposure, and risk.

Deep dive
Fundamentals, finally visual.

Revenue, EPS, share count, ROIC, and full dividend history for any ticker - drawn as charts, not spreadsheets. Open any ETF to see what's inside it.

Pre-built portfolios
Don't start from scratch.

Curated templates - dividend income, defensive, high growth. Adopt one outright or borrow the pieces that fit your plan.

Getting started

Three steps, about five minutes.

01 / CONNECT
Link your brokerage.

Secure, read-only connections to every major brokerage via SnapTrade - or upload your holdings and let the AI reader parse them.

02 / UNDERSTAND
Your full picture appears.

Exposure, income, performance, and net-worth history - assembled automatically on every sync, across every account.

03 / DECIDE
Act with conviction.

Research with the Zen Score, screen for your strategy, backtest it against history, and get an AI second opinion.

Works on your phone - install Zenly straight from the browser.

Everything included.
Nothing gated.

One plan, every feature - broker sync, Zen Score, AI advisor, stock analysis, screener, backtesting.

$5
per month
  • 14 days free Try every feature first. No credit card up front.
  • No tiers One plan. No upsells, no locked features.
  • Cancel anytime In two clicks.
Start your free trial → No credit card required · then $5/month · cancel whenever you like