Research, connected to what you own
Go beyond the quote. Put the investment in context.
Explore stocks and funds, compare alternatives, discover ideas, and connect your research to your own portfolio in one workspace.
90-day Pro trial. No credit card required. Free includes core lookup and limited comparisons. Pro expands comparisons and advanced research. AI requires eligible Pro/trial access, consent and available usage budget. AI can be inaccurate; verify important information. Plan limits, availability and data coverage vary.
Actual SavvyStocks development-app captures from a fictional demo account. Captured values are examples, not current quotes or recommendations. App areas: Insights / Discover / Analyze. The showcase does not auto-update; screens may reflect different cache times.
Portfolio context
Start with the questions that matter to your holdings.
Bring portfolio-aware context and benchmark comparisons into the same workspace as your investment research. Use AI-assisted explanations where enabled to investigate further—not to replace the underlying evidence.
Metrics and calculations are not AI predictions. Compare matching windows, units, benchmark selection and calculation methods; dollar changes are not percentage returns. No outperformance is guaranteed. AI explanations can be inaccurate; they are not investment or personalized tax advice, comprehensive real-time news or automatic trade recommendations.
Metrics and calculations are not AI predictions. Compare matching windows, units, benchmark selection and calculation methods; dollar changes are not percentage returns. No outperformance is guaranteed. AI explanations can be inaccurate; they are not investment or personalized tax advice, comprehensive real-time news or automatic trade recommendations.
More captured detail & methodology
AI interpretation may be inaccurate. It is not investment advice, comprehensive real-time news, personalized tax advice or an automatic trade recommendation. Verify important facts, sources and dates. AI requires eligible Pro/trial access, consent and available usage budget.
Portfolio-service prompts are contextual conversation entry points, not licensed professional services, automated account management or brokerage execution.
Investment depth
More context than a price chart alone.
Look up a stock or fund and review its available price history, fundamentals, dividend information and portfolio position in one research view.
Coverage varies by investment and source. Not every fundamental, complete fund holding, analyst estimate or live news item is available for every ticker. Buy/Sell controls record portfolio transactions; they do not execute brokerage trades.
More captured detail & methodology
Lookup is not limited to investments you already hold. Inspect reported results separately from estimates. A calculated score is not a buy signal. Missing values are unavailable—not zero.
Compare alternatives
Put investments side by side before deciding what to investigate.
Compare available yield, valuation, performance and other metrics across selected investments without piecing together separate quote pages.
SCHD and VOO are a demonstration, not endorsed recommendations. Missing values remain unavailable. Compare matching windows and units; yield is not total return. These captured examples are not live quotes.
SCHD and VOO are a demonstration, not endorsed recommendations. Missing values remain unavailable. Compare matching windows and units; yield is not total return. These captured examples are not live quotes.
More captured detail & methodology
Choose relevant metric columns, investigate similar-investment suggestions, and return to or share comparison symbols saved in the URL. Free offers limited comparison capacity; Pro expands it. Differences do not establish personal suitability.
Discover ideas
Find an idea. Then investigate it.
Explore discovery tools and screen covered investments using criteria that matter to your research, rather than starting with a blank ticker box.
The screener covers a defined universe, not every traded security. Rankings and filters are research aids—not suitability checks or guaranteed opportunities. Curated Hidden Gems are curated write-ups, not AI-generated recommendations.
More captured detail & methodology
Investment Finder uses goal/risk-oriented application criteria, not certified suitability advice. Find the Dip uses pullback-based market/technical scoring; a decline does not prove undervaluation.
Dividend Programs show supported dividend-increase groups; past increases do not guarantee future payments. Income Quality examines available distribution-quality evidence for supported high-yield/options-income funds, not proof of sustainability.
Test assumptions
Test the assumptions behind an investment idea.
Explore dividend reinvestment scenarios and, where enabled, historical strategy comparisons to understand how different assumptions change the result.
Calculators are deterministic scenarios, not AI forecasts or promised returns. Preserve the inputs, time horizon and reinvestment assumptions. Real-world taxes, fees, inflation, variable payments and fractional-share rounding can change outcomes.
Calculators are deterministic scenarios, not AI forecasts or promised returns. Preserve the inputs, time horizon and reinvestment assumptions. Real-world taxes, fees, inflation, variable payments and fractional-share rounding can change outcomes.
Methodology & coverage
The Pro DRIP Calculator supports up to six symbol rows with separate starting amounts and rate assumptions, combined into an overall projection. Monthly contributions, price/dividend growth and horizon affect the result.
The Pro Portfolio Backtester examines hypothetical historical allocations and benchmark comparisons. Its dividend-reinvestment total-return option defaults on; check the selected mode and actual date window. Historical results are not forecasts. Coverage, methodology and real-world costs limit any scenario. No backtest result is invented for this page.
Research, with clear limits.
Can I research an investment before adding it to my portfolio?
Yes. Investment lookup and research are not limited to securities you already hold. Some advanced features require eligible Pro or trial access.
Can I compare more than one stock or fund?
Yes. Free includes limited comparisons; Pro expands comparison capacity. Available metrics depend on supported data coverage.
Does a higher dividend yield mean a better investment?
No. Yield is one input. Review available payout coverage, dividend history, growth, income concentration and fund-specific distribution information.
Are the DRIP Calculator and Backtester predictions?
No. The calculator models assumptions; the backtester examines a hypothetical historical allocation. Neither guarantees future performance or models every real-world cost.
How does AI fit into Research?
Hootie can help explain available investment and portfolio context. Research also includes calculated metrics and rule-based tools that are not generative AI. Verify important facts, sources and dates.