AAPLNeutral
Supply chain update shifts margin outlook
Reuters3h ago
Transform your portfolio into a system.
Manage, allocate, and invest with precision.
AppAiTech
Built for everyday investors
Stocks PM combines rules-based portfolio optimisation, backtesting simulation, and real-time market data into one accessible web app — companion to the Stocks PM iOS app.
⚠️ Educational & practice trading only. Not financial advice. No real money or actual trades involved.
📊Real-time dashboard
⚙️Optimisation engine
📈Backtesting & simulation
⭐Watchlist management
📍S&P 500 comparison
🎯Smart filtering
Recommendations
Rules-first signals per position
Add, trim, or wait—from your targets, averages, and context.
Live signalRules
WAIT_ADDNear your next buy zone.
Next
$142
MA 50
$138
Score
77
Sentiment on headlines—context for your rules.
Portfolio intelligence
Allocation at a glance
Sleeves and rollups for the full book.
By sleeve
- Tech38%
- ETFs24%
- Finance18%
- Other20%
By value
0%
News
Headlines & sentiment
Same layout as the app: filters, search, and bullish / bearish / neutral tags on every story.
3 articles (demo)
- MacroBearish
Fed path and yields in focus ahead of data week
Macro5h ago - NVDABullish
Data-center demand narrative holds attention
BloombergYesterday
Personalized management
Parameters that stay in step
Thresholds follow your book as it changes—rules-based hints, not autopilot.
Portfolio-awareYour rules drive the mathWeb + iOS parity
- 01Real holdings context
Grounded in your book
Everything keys off the positions, cash, and watchlist you actually track—not a demo portfolio or static template.
- 02Dynamic thresholds
Parameters that follow you
Targets, moving averages, and bands stay tied to your allocation as it shifts, so the math behind hints doesn’t go stale.
- 03Rules-first clarity
A clearer strategy frame
See a consistent, rules-based read on adds, trims, and when to wait—built to support disciplined trading decisions you still control.
Adaptive parameters
Strategy follows your book
Your book→Your rules→Hints
You trade. Parameters stay aligned with your portfolio—not autopilot.
Beat
1 / 4 · Recommendations
0%
Down advances the tour; up rewinds. At the end, one more down continues below. Coming back up: rewind the tour before you can reach the hero again.
Begin here
A short path from empty account to live intelligence
Three deliberate steps—each one unlocks the next—so the product never feels like a blank dashboard.
- Step 01
Add symbols to your watchlist
Track what matters before you size a position—enter tickers manually or import a CSV with the same columns as the iOS app.
- Step 02
Record every trade
Log buys and sells as they happen, or bulk-import history from CSV so cost basis, allocations, and charts stay honest.
- Step 03
Receive sophisticated recommendations
Signals grounded in your book and watchlist—plain-language rationale, suggested sizing context, and a feed that switches tone when your portfolio is already in good shape.
Outcomes
Growth from a real account using these recommendations
Past performance does not guarantee future results. The curves below are from an actual book followed in the app—not a mock ticker—so you can see how net worth and benchmark-relative return evolved together over time.
Net worth over time
Total portfolio value in dollars—useful for feeling compounding between trades and after imports refresh.
Return vs S&P 500
The same account on a percentage basis against SPY on your calendar—so “keeping up” is visible at a glance.
Powerful features built for investors
📊
Real-Time Dashboard
Track your portfolio with live market data. Monitor holdings, gains/losses, and performance metrics all in one place.
⚙️
Optimization Engine
Advanced optimization analyzes your portfolio and delivers data-driven buy/sell/hold recommendations tailored to your investments.
📈
Backtesting & Simulation
Test investment strategies against years of historical data with paper trading. Practice risk-free before committing capital.
⭐
Watchlist Management
Monitor stocks before investing. Create custom watchlists and analyze multiple symbols with advanced filtering.
📍
Portfolio Comparison
Compare your portfolio performance against S&P 500 benchmarks. Understand how you're doing versus the market.
🎯
Smart Filtering
Organize stocks by actionable recommendations, holdings, or custom filters. Focus on what matters most for your strategy.
See Stocks PM in action
Manage your portfolio, get personalised recommendations, and backtest strategies—all from one app.
Portfolio Performance
vs. S&P 500
Recommendations
Simple, transparent pricing
Start free for 3 months—no credit card required.
3 months
Free Trial
Free
Full access, no card needed
- ✓Full Dashboard & Portfolio
- ✓Optimization Engine
- ✓Backtesting & Simulation
- ✓Up to 100 stocks
- ✓Real-time market data
Auto-renews
Monthly
$3.99
per month
- ✓Everything in Free Trial
- ✓Unlimited stocks
- ✓Advanced analytics
- ✓Priority support
- ✓Continuous updates
Save 27%
Yearly
$34.99
per year
- ✓Everything in Monthly
- ✓27% savings vs monthly
- ✓Dedicated support email
- ✓Early feature access
- ✓Annual portfolio report
Frequently asked questions
How secure is my portfolio data?
Your data is encrypted with industry-standard AES-256 encryption in transit (HTTPS) and at rest. We never sell your data.
Can I export my data?
Yes! You can export your portfolio holdings as a CSV file at any time. Your data belongs to you.
Do I need technical knowledge?
No. Stocks PM is designed for everyone, from beginners to experienced investors, with clear explanations at every step.
Can I cancel my subscription anytime?
Yes. Cancel anytime from the Profile settings page—no questions asked.
Does Stocks PM execute trades automatically?
No. Stocks PM provides recommendations and analysis only. All trades are executed by you through your brokerage.
What data sources does Stocks PM use?
We pull real-time and historical stock data from trusted financial data providers including MarketStack and Yahoo Finance.
Can I use Stocks PM on multiple devices?
Your portfolio syncs across all devices. Sign in on any browser and access your data instantly.
No trades or money movement. Educational only—not investment advice. Companion to the Stocks PM iOS app.