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Portfolio tracking, AI-powered stock analysis, and retirement planning — unified in one private dashboard.
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Analysis Engine
Moat, management quality, earnings power, FCF yield, and valuation discipline — the quality floor.
Momentum-first factor model: sentiment, quality, growth, valuation, and stability vs S&P 500.
Portfolio-fit scoring for AI, semis, energy, defense, and long-duration secular themes.
Platform
Live prices, P/L tracking, allocation charts, sector breakdown, and daily snapshots.
Search any ticker: Buffett score, QORE metrics, thesis alignment, and AI research.
Build and track theses with AI-generated research. Each gets graded and scored.
Rebalancing calculator, correlation matrix, DRIP projections, what-if scenarios.
S&P 500, treasury yields, VIX, and macro indicators on your dashboard.
Compare returns with family. Percentage-only leaderboard — no dollar amounts.
Get Started
Sign in with Google or email. Each family member gets their own private dashboard.
Enter your portfolio manually or record trades. Live prices sync automatically.
Every holding is scored across Buffett, QORE, and thesis. Your portfolio gets a composite grade.
Join families who use Nestwise to make smarter, data-driven investment decisions.
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