StockLens

Portfolio Intelligence

Overnight portfolio health monitoring with morning digests, score change detection, and watchlist management.

Portfolio Health Weathermap

See your exposure at a glance.

Every holding bucketed across five health tiers, from Strongly Bullish to Strongly Bearish.

Strongly Bullish
Bullish
Neutral
Bearish
Strongly Bearish
Active Monitoring

Three cadences, one system of record.

Your portfolio is not a static spreadsheet. StockLens watches every holding on the schedule that matters.

Nightly analysis run

Overnight

Every holding is rescored each night across the full multi-domain signal set — fundamentals, technicals, risk, sentiment, and macro.

Daily or weekly

Digest

A recurring summary lands in your inbox: score changes, new drivers, watchlist highlights.

Overnight score alerts

Alerts

Rating transitions and large score swings are surfaced after overnight score processing, with clear snapshot timing.

Digest Composition

Every digest, centered on what changed.

The signal at the heart of each digest is score movement across your holdings -- ranked by magnitude, with the drivers behind each move.

Score changes

Every holding, ranked by movement

Each position gets a score delta and the ranked drivers behind it. Large moves surface to the top; everything else is still one scroll away so nothing slips by unnoticed.

Preview digests arrive on every plan. Full digests unlock with Pro. Priority digests unlock with Max.
Inside your Portfolio

Three signals that live in your holdings view.

Beyond the digest, your portfolio surface quietly tracks the realities that shape conviction — gains, concentration, and drift from the moment you took each position.

P&L and Cost Basis

Cost basis, unrealized gain, and total return for every position — priced from the latest sync, with a toggle between unrealized and total-return views.

Sector Concentration at a Glance

An HHI-driven sector concentration signal classifies your mix as Low, Moderate, or High so you can see over-exposure before it hurts.

Progress Since You Added

Each holding records a baseline — the composite score at the moment you added it — and your portfolio surfaces the average drift since those entry points, so you can see whether conviction is strengthening or fading.

Broker Sync

Connect your brokerage. Skip the spreadsheet.

StockLens syncs your holdings through SnapTrade, a regulated financial data aggregator. Credentials stay with your brokerage.

Your brokerage

Wherever you already trade
SnapTrade
Regulated financial data aggregator
StockLensMulti-domain portfolio analysis

Automatic Transaction Sync

Buys, sells, and dividends import automatically. Corporate actions — splits, mergers, spinoffs — are surfaced in operator logs and can be entered manually when needed.

Multi-Portfolio Management

Connect multiple brokerage accounts and organize holdings into separate portfolios, each with its own health snapshot and its own digest.

Automatic Holdings Sync

Holdings refresh on a nightly sync and on brokerage update events, so the view you analyze tracks the account you trade.

Your brokerage credentials are never stored by StockLens. SnapTrade acts as the regulated intermediary; StockLens only receives the portfolio data required for analysis.

Watchlist Intelligence

Research-stage stocks, treated as first-class.

Same engine, same cadence -- no stripped-down view for stocks you have not bought yet.

First-class coverage

Watchlist items get the same analysis depth and alerts as active positions.

Continuous rescoring

Watchlist stocks rescore on the same cadence as your holdings.

Driver-level explanations

Each watchlist stock carries the same ranked drivers: fundamental, technical, risk, sentiment, macro.

Promote in one step

When conviction arrives, promote a watchlist stock to an active position -- the analysis history follows.

Explore More

Capabilities that work together

Start Analyzing with Clarity Today

Transparent intelligence across five analysis domains. Portfolio monitoring. Market discovery. All in one platform.

Research Inputs, Organized

Review ranked drivers, source references, and the methodology behind each score.

Portfolio Intelligence

Overnight portfolio health monitoring with optional broker sync and a morning digest delivered to your inbox.

Market Discovery

Latest overnight sector health, momentum movers, and distribution analytics to identify opportunities across 7,000+ tickers.

No credit card required