Institutional-grade analytics for self-directed investors
Stop flying blind on your portfolio. QuantRidge gives individual investors institutional-grade analytics, QuantRidge Atlas geospatial market intelligence, multi-agent Research Engine verdicts, AI-powered signals, 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
- QuantRidge Atlas — live flights, maritime, commodities, and global event feeds on an interactive globe
- QuantRidge Research Engine — multi-agent Buy / Hold / Sell verdicts per ticker with cited reasoning
- 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
- Multi-agent Research Engine synthesis with confidence scoring
- Atlas-linked market and geospatial event context for your holdings
- 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
Atlas + Research Engine
Interactive market intelligence and multi-agent research — built for self-directed investors who want context and conviction before every trade.
QuantRidge Atlas
See the world your portfolio lives in. Atlas layers live aviation, maritime, commodity, and global event feeds on an interactive globe — so you understand supply chains, macro shocks, and breaking news before they hit your positions.
Active panel
Your tickers pin to regions where those companies operate. Hover a holding to highlight linked market events — earnings, macro, supply-chain, and geopolitical pings in one view.
QuantRidge Research Engine
One ticker, one structured verdict. Specialized agents analyze fundamentals, news sentiment, risk, and valuation in parallel — then synthesize an auditable Buy / Hold / Sell recommendation with confidence and summary reasoning.
Active panel
Fundamentals, news/sentiment, risk, and valuation agents run concurrently so you get breadth without juggling separate tools.
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.
Atlas + Research Engine
Open QuantRidge Atlas for geospatial market situational awareness — flights, shipping lanes, commodities, and breaking events mapped to your holdings. Run the Research Engine for a structured multi-agent verdict on any ticker before you trade.
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?
Market situational awareness
Use QuantRidge Atlas to monitor aviation, maritime chokepoints, commodity moves, and global incident feeds — see how macro and supply-chain events relate to the regions where your holdings operate.
Deep-dive ticker research
Launch the Research Engine on a single symbol to get a coordinated fundamentals, news, risk, and valuation analysis that converges on one auditable Buy / Hold / Sell recommendation.
Ready to see it in action?
Get a personalized demo for your Individual Investors team, or start a free trial today.