Valueglyph: Stocks & Portfolio

Track in real time, explore fundamentals visually, and get clear answers to your investment questions—powered by AI.

Real-Time Portfolio Tracking
Monitor your holdings with live prices, gains/losses, and asset allocation updates. Stay on top of daily changes and portfolio growth as they happen.

Value & Performance Charts
Track your portfolio’s Market Value over time, and measure results with both Time-Weighted Return (TWR) and Money-Weighted Return (MWR). Compare market performance and portfolio growth side by side—across any time frame.

Benchmark Comparisons
Put every performance in context. Overlay portfolios or companies against benchmarks and peers to see relative growth at a glance. Instantly spot when your portfolio or a stock you follow is outperforming or lagging the market.

Visual Company Insights
Analyze how companies make money with rich, interactive charts. Break down revenue by business segment, track earnings growth, monitor profit margins, and spot valuation shifts over time.

AI-Powered Financial Chat
Ask natural questions like “How has Apple’s revenue evolved?” or “What drives Nvidia’s profit margins?” Get structured answers in plain English—ideal for exploring trends, fundamentals, and company performance.

One-Tap AI Reports
Generate detailed reports for any stock, portfolio, or watchlist. Instantly view performance trends, allocation breakdowns, risk exposure, and benchmark comparisons.

Earnings & Expectations
See quarterly EPS and revenue broken down by estimates, actuals, and surprises—side by side. Quickly spot beats and misses, track company performance over time, and visualize how expectations match reality.

Earnings Call Transcripts
Access full earnings calls for deeper analysis, or generate an AI summary that highlights key metrics, sentiment, and forward guidance in seconds.

Earnings & Events Calendar
See what’s coming—earnings reports, earnings calls, and major economic events—automatically populated from your portfolios and watchlists.

Custom Watchlists
Track stocks, ETFs, crypto, and indices. Group assets by theme, sector, or strategy—and see long-term trends directly in your list.

Global Market Coverage
Explore 70,000+ assets across NASDAQ, NYSE, LSE, XETRA, TSE, and more. Ideal for international portfolios and global investors.

Personalized for You
Your preferred currency, time zone, and number format are applied across charts, reports, and insights—automatically.

Privacy-First Design
No ads. No tracking. Your financial information stays private—always.

Try It Free for 7 Days
Explore all features with no commitment. Keep going for just $9.99/month.

Valueglyph brings together powerful charts, real-time tracking, and AI insights—giving you the clarity to invest with confidence.

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