Find the best ingredients for your portfolios

Screen securities for durable, long-term portfolios. Compare 40,000+ investments with dividend-adjusted data across full market cycles—not just last quarter's performance.

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Professional portfolio analysis with flexible time frames
Analyze 3.7 years or 8.2 years
your holding periods don't fit 1Y/3Y/5Y boxes
Institutional risk metrics
2,143 out of 40,000+ securities

Rank mutual funds, ETFs, stocks, and portfolios side-by-side

Quality-focused portfolio construction requires unified data and metrics on a single platform.

Scattered platforms, incomplete comparisons
bloomberg.com/markets
Bloomberg
Market data
finance.yahoo.com
Yahoo Finance
Stocks
etf.com
ETF.com
ETFs
morningstar.com/funds
Morningstar
Mutual funds
Unified ranking across all security types
app.fasttrack.com/rankings
1
QQQ - Invesco QQQ
ETF
+23.2%
2
FXAIX - Fidelity 500
Mutual Fund
+19.2%
3
Growth Portfolio
Portfolio
+18.7%
4
AAPL - Apple Inc.
Stock
+16.2%
All securities • Dividend-adjusted • Any time period

Screen securities for long-term portfolio positions

Compare ETFs, mutual funds, and stocks across full market cycles—not just last quarter's performance

All data includes dividend adjustments for accurate total return comparisons

From screening to 10-year backtests

Screen quality holdings, test durable strategies, and validate long-term performance

1

Screen Securities

Find quality holdings for 5-10 year positions with dividend-adjusted data across full market cycles

2

Build Portfolio Models

Backtest durable strategies across market cycles with dividend-adjusted historical data

3

Analyze Results

Validate long-term strategies with flexible time periods matching your holding timeframes

40,000+ securities with full market cycle data

Comprehensive coverage with 35+ years of dividend-adjusted historical data

30,000+

Mutual Funds

Complete US mutual fund universe with dividend-adjusted data, verified expense ratios, and accurate performance history

3,500+

ETFs

Comprehensive ETF coverage with dividend-adjusted total return data, sector analysis, and verified performance metrics

6,000+

Individual Stocks

Major equities with dividend-adjusted data, comprehensive metrics, and accurate historical performance

500+

Closed-End Funds

CEF universe with accurate distribution data, discount/premium tracking, and verified total return metrics

35+
years of market cycle data
Backtest strategies across Black Monday, dot-com crash, 2008 crisis, and COVID—because quality investing means understanding full cycles
Any
time period for security analysis
Since 1988
proven institutional-grade platform

Screen securities with data you can trust

Compare 40,000+ securities with dividend-adjusted data. Professional screening and analysis for sophisticated portfolio strategies.

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14-day professional evaluation
Dividend-adjusted data
Flexible time frame analysis