Portfolio Intelligence

The most accessible portfolio tracker and research tool you've seen.

Gives you the most straightforward, simple, powerful information you need. No jargon. No noise. Just clarity.

Multi-Broker Sync AI Portfolio Advisor No credit card
Portfolio Overview LIVE
$142,857.34
↑ +$4,231.50 today  +3.05%
Tech 35%
ETFs 22%
Finance 17%
Other 26%
AAPL
+24.3%
NVDA
+8.4%
VTI
+12.1%
MSFT
−1.8%
↑ +$4,231 today
◈ Yield 2.3% /yr
14 positions
Portfolio Sync AI Advisor Stock Screener Backtest Lab Dividend Tracker Exposure Analysis Portfolio Simulator Smart Categories Net Worth History Rebalancing Tool
Everything you need

One tool.
Your entire investing life.

Built for real investors who want clarity without complexity.

📡
Live Portfolio Sync

Connect your broker via SnapTrade. Holdings, cash, and valuations update automatically — real data, always fresh. Support for all major brokerages.

AI Portfolio Advisor

Get an AI-powered review of your specific portfolio — identifying strategic strengths, concentration risks, and actionable improvement areas.

📊
Historical Tracking

Every sync captures a snapshot of your net worth. Watch your portfolio grow with clean monthly charts — automatically, no effort required.

Portfolio Tracking

Your portfolio,
fully understood.

Track your exposure across sectors and geographies, monitor your income streams, and measure your real performance — all in one place.

🗺️
Exposure Analysis
See your sector, geographic, and industry weights at a glance. Know where you're concentrated before it matters.
💰
Income Breakdown
Track dividend income by position, projected annual income, and yield contributions across all your holdings.
📈
Performance
Visualize your real returns over any time period with full P&L history and benchmark comparisons.
Sector Exposure
Technology
38%
Financials
22%
Healthcare
18%
Consumer
14%
Other
8%
Geographic
🇺🇸 US  74%
🌍 Intl  16%
🌏 EM  10%
Income Snapshot
JPM $980 /yr 2.41% yield
VTI $760 /yr 1.42% yield
AAPL $420 /yr 0.51% yield
AI Advisor

Your investor advisor
and your portfolio manager.

AI-powered portfolio review that understands your specific holdings — not generic advice, but a real analysis of your portfolio's strategy, risk, and opportunity.

AI Portfolio Review AI Analysis
Strengths
Strong concentration in high-quality compounders — AAPL and MSFT anchor with durable moats and consistent buybacks.
ETF sleeve provides broad market exposure and natural rebalancing with minimal fee drag at 0.03% average ER.
Dividend income provides 2.3% annualized yield with low overlap across positions, improving income stability.
Areas to Watch
Technology sector weight at 58% introduces meaningful drawdown risk in rate-sensitive environments.
Limited international exposure — portfolio is 94% US-domiciled, increasing geopolitical concentration.
Consider adding defensive positions; portfolio beta of 1.14 amplifies market downturns proportionally.
Research

The best screener
you've ever used.

Giving you everything you need, and nothing more. Screener that focuses on the metrics that matter most, with proven pre-built strategies that have beaten the market — without overwhelming you.

Stock Screener Presets: 8,412 results
Ticker Zen Score PEG 5Y Rev Growth 5Y EPS Growth
NVDA
NVIDIA Corporation
9.1 0.8 +56.3% +45.2%
AAPL
Apple Inc.
8.4 2.1 +15.1% +18.2%
MSFT
Microsoft Corp.
8.1 2.8 +18.4% +15.6%
JPM
JPMorgan Chase
7.8 1.4 +8.2% +11.3%
VTI
Vanguard Total Mkt ETF
7.2
Backtest Lab

The one tool
you've been looking for.

Test any strategy against real historical data before you commit a single dollar — allowing you to backtest different strategies with ease. See exactly how your idea would have performed — drawdown, Sharpe ratio, and all.

Strategy CAGR
+18.4%
annualized
vs Benchmark
+9.2%
S&P 500
Max Drawdown
−12.3%
peak-to-trough
Sharpe Ratio
1.84
risk-adjusted

Equal Weight Tech + Dividend Portfolio · 2019–2024

Equity Curve
Strategy
S&P 500
Jan '19 Jan '20 Jan '21 Jan '22 Jan '23 Jan '24 Dec '24
Coming Soon

Your portfolio,
in your pocket.

Everything you love about Zenly — portfolio tracking, screener, backtest results, AI advisor — coming to native iOS and Android apps.

Until then — the website works really well on mobile. Simply install the app via Chrome when prompted.
🍎
App StoreiOS App
🤖
Google PlayAndroid App
Zenly
Portfolio
$142K
↑ +3.05%
P&L
+$18.4K
+14.8%
Portfolio History
AAPL
+24%
NVDA
+89%
VTI
+21%
In a k-shaped economy, investing right is the difference.

The gap between those building wealth and those falling behind is widening. Clarity is your edge.

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your investing life?

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