Master Folio
Owner: You · Core holdings
Shared when you choose- Created
- Account start
- Updated
- Holdings change
- Prices
- Live refresh
Live market data
Track short and long momentum across Master, Research, and shared Folios. Scheduled reports. Research workflows. Built for portfolio managers who need systematic momentum screening without spreadsheets.
A disciplined way to compare momentum across time horizons without exposing the underlying method.
Scheduled reports, research runs, API access. Tools built for portfolio managers, not retail platforms.
Pricing, fundamentals, and Folio changes stay close to the decisions you are making now.
Owned, shared, and followed benchmark Folios stay labeled before you open the worksheet.
Owner: You · Core holdings
Shared when you chooseOwner: You · Custom tickers
Separate thesis workspaceOwner: Kelly · Shared with me
Collaborator visibilityAdd tickers and share counts. Share Master or Research Folios as your portfolio workflow evolves.
Refresh on demand or schedule automated reports. Spot trend changes before they appear in headlines.
Test thesis. Compare sectors. Run batch analysis on custom ticker lists separate from your core holdings.
Access is by invitation. Request access or sign in if you already have an account.