The Future of Portfolio Analysis
Our AI-powered portfolio analysis tools change the game, giving you deeper insights than ever to unlock the full potential of your investments and gain visibility across all of your holdings
StockLift's advanced analytics revolutionize how you build and protect your wealth
Check Out Our Best-in-Class Portfolio Analysis
get free insights across brokerage accounts, bank accounts, and manual additions such as debt, real estate, private investments, and insurance
AI-Powered Insights
generate insights tailored to your unique situation
Mutual Fund X-Ray
see into the holdings of each mutual fund & ETF
Diversification Score
proprietary algorithm that rates diversification from 0 to100
Growth Projections
institutional-grade modeling of future portfolio growth
Geography & Sector Breakdown
deep dive into allocations, including mutual funds & ETFs
Benchmarking & Alpha
compare to benchmarks & calculate alpha generation
Your Financial Success is Just a Lift Away
Plan Your Next Investment
Not sure what your next investment should be or need to rebalance your portfolio? Take a look at your performance, allocations, and projections and then figure out your next move. StockLift provides institutional-grade tools to make it easier than ever to manage your investments like the
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Make Your New Financial Plan
If you are planning for a large milestone or purchase, our portfolio analysis can empower you with the knowledge to make it happen. Bring together information across all of your holdings to understand what you currently have and the opportunities for growth ​
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Your chance to test out that million-dollar investing idea is here. Try out your investing ideas risk-free in StockLift's paper trading game, StockSim. You can add and remove your holdings throughout the competition, compare your portfolio to the S&P 500, and see how other investor's strategies are working out
Try the ultimate investing test run today
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