Institutional-grade analytics for self-directed investors
Stop flying blind on your portfolio. QuantRidge gives individual investors the same intelligence used by hedge funds and asset managers — AI-powered signals, real-time analytics, tax optimization, and wash-sale detection — all in one clean dashboard.
Key metrics tracked
Everything you need
Purpose-built features for Individual Investors — not generic finance tools bolted together.
- Real-time portfolio tracking across all brokerages
- AI Buy / Hold / Sell signals with reasoning
- Tax Helper with IRS rule search and wash-sale detection
- NAV history and drawdown charting
- Dividend tracking and upcoming payouts
- Position correlation matrix
- Realized and unrealized gains reporting
- Goal-based planning with scenario tools
- Stock research with news sentiment analysis
- Export-ready tax lot reports for your CPA
AI Capabilities
Powered by QuantRidge AI agents
- Buy / Hold / Sell signals with macro and fundamental reasoning
- News sentiment scoring per position
- Wash-sale rule detection and alerts
- Tax liability estimation across all lots
- Dividend calendar and upcoming payout forecasts
- Portfolio risk scoring and drawdown projections
Connects with
How it works
A workflow built for how individual investors teams actually operate.
Connect your brokerage
Link accounts via SnapTrade — read-only, bank-level encrypted. Supports 100+ brokerages including Fidelity, Schwab, TD, Robinhood, and Interactive Brokers.
Get your portfolio snapshot
Instantly see your full holdings, cost basis, unrealized P&L, sector exposure, and dividend yield — automatically aggregated across all linked accounts.
Run AI signals
Our AI Analyst scores each position with a Buy/Hold/Sell signal, macro context, earnings risk, and sentiment — explained in plain English, not black-box outputs.
Optimize for taxes
Tax Helper surfaces wash-sale violations, harvesting opportunities, and your estimated tax liability before year-end. Export reports directly to share with your CPA.
Common use cases
How Individual Investors teams use QuantRidge every day.
Tax-loss harvesting
Identify positions with unrealized losses that can be harvested before year-end without triggering wash-sale rules on replacement securities.
Portfolio rebalancing
Compare current vs. target allocations, surface drift, and model the tax impact of rebalancing trades before you execute.
Earnings season prep
See AI-scored earnings risk on every position, with sentiment from news and analyst reports, before quarterly earnings hit.
Retirement planning
Model goal-based scenarios: how much do you need to save, what return assumptions are required, and what happens in a drawdown year?
Ready to see it in action?
Get a personalized demo for your Individual Investors team, or start a free trial today.