AI TOOL PROFILE

StockLight: Stock Portfolio Tracking and Research

StockLight helps investors track portfolios across global markets and may be useful for those using value investing methodologies to identify opportunities.

Pricing

Basic features are free with ads. Premium subscriptions start at $9.99 USD/month or $13.99 AUD/month. A Platinum tier is available for higher alert volumes and additional portfolios.

At a glance

Best for
Individual stock investors, Value investors, Dividend-focused investors, ASX and US market traders
Key use cases
Global Portfolio Monitoring, Value Investing Research, Dividend Tracking, Market Event Alerting
Visit stocklight pty ltdstocklight pty ltd software interface screenshot

How AI is used

StockLight is a portfolio tracker and research tool designed for investors operating in the ASX, US, LSE, and other global markets. It uses a ratio system inspired by Benjamin Graham to help users evaluate the financial health of companies.

The tool is designed for investors who want to monitor their total return on investment (ROI), including dividends and brokerage costs. It supports watchlist management and quantitative analysis for users on paid tiers.

Buyers should note that while basic tracking is free, advanced tools like market filters and higher alert volumes require a subscription. Users should confirm their specific needs regarding stock split automation and currency conversion, as these processes may involve manual adjustments.

Key Features

  • Portfolio ROI Analysis

    Calculates annualized time-weighted returns by factoring in market value, dividends received, and brokerage costs.

  • AI-Powered Insights and Triggers

    Supports news, price, volume, and market alerts based on custom AI triggers.

  • Market Filters

    Screening tools to sort stocks by P/E ratio, dividend yield, market capitalization, and insider transactions.

  • Quantitative Analysis

    Provides industry-specific ratios and a tachometer indicator to summarize financial health.

  • Cross-Device Sync

    Supports synchronization of portfolios and watchlists across iPhone, iPad, and Android devices.

  • Projected Income Calendar

    Designed to show the expected timing and amount of upcoming dividend income.

Use Cases

  • Global Portfolio Monitoring

    Tracking holdings across different exchanges including the ASX, NYSE, and LSE.

  • Value Investing Research

    Using quantitative filters and ratios to identify potentially undervalued stocks.

  • Dividend Tracking

    Monitoring dividend history, yields, and upcoming payment dates to project income.

  • Market Event Alerting

    Setting up notifications for insider director trades and price or volume movements.

FAQ

Does StockLight offer a free version?

Yes, StockLight provides basic portfolio tracking, dividend history, and manual research for free, though this version includes advertisements.

How does StockLight calculate returns?

It uses annualized time-weighted returns that factor in the purchase price, date, dividends received, and brokerage costs.

Which markets are supported by StockLight?

The app supports tracking for the Australian Stock Exchange (ASX), US markets, London Stock Exchange (LSE), and other global markets.

Can I use StockLight on multiple devices?

Yes, portfolios and watchlists can be synchronized across iPhone, iPad, and Android devices using a confirmed email address.

Source category: Finance & Accounting

Source subcategory: Analytics & Reporting

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