TradeApes offers retail investors a unified portfolio tracker that aggregates holdings and assigns SEC‑backed health and valuation scores to each stock. Users can import positions manually or via spreadsheet, access detailed company analyses, and use a screener to filter stocks by score, with optional brokerage sync for automated data updates.
Funding
Funding not disclosed
Founders
Product
Problem
Retail investors often struggle to consolidate their diverse brokerage holdings and lack objective, data-driven insights into the financial health of each stock, making portfolio monitoring and investment decisions time‑consuming and prone to bias.
Solution
TradeApes provides a free, web‑based platform that aggregates a user’s stock positions—either entered manually, via spreadsheet upload, or synced directly from supported brokerages—into a single dashboard. Each holding receives a quantitative health score derived from SEC filing data across six financial pillars, as well as a valuation assessment that categorizes the stock as undervalued, fairly valued, or overvalued. The service includes a smart watchlist, a stock screener, and company analysis tools that apply the same SEC‑backed metrics to any ticker. Users can upgrade to paid plans for higher holding limits, unlimited reports, and automated brokerage sync, while a native iOS app delivers real‑time alerts and analysis on the go.
Target Audience
TradeApes targets individual retail investors and hobby traders who manage multiple brokerage accounts and seek systematic, SEC‑based analysis to evaluate and monitor their equity holdings.
Features
- Consolidated portfolio view with manual entry, spreadsheet import, or read‑only brokerage sync (Fidelity, Schwab, Robinhood, etc.)
- Automated health scores (0‑100) across growth, profitability, balance sheet, cash flow, capital allocation, and stability using SEC filing data
- Multi‑layer valuation scoring that combines absolute multiples, growth‑adjusted ratios, and DCF fair‑value estimates
- Smart watchlist that applies the same health and valuation metrics to up to 10 external stocks
- Stock screener filtering by sector, health score, and valuation zone with top‑10 opportunity ranking
- Native iOS app offering push notifications for metric shifts and on‑demand company analysis
- Pro and Premium subscription tiers providing up to 50 holdings, unlimited reports, expanded screener results, and daily alerts