Picksmith My Holdings with full net worth, linked accounts, allocation charts, and holdings

All your portfolio holdings in one place

You can manually load up your portfolio, or even better, connect via SnapTrade so all your brokerages sit in one account, including Roth and IRAs. One neatly aggregated view of all your holdings. This is the ultimate in clever portfolio management.

Once your holdings are in, Picksmith has an array of tools to help you keep your portfolio on track. The AI assistant is there to assist you with portfolio management strategies, and will learn about you as an investor.

When you register you get a free 3-week trial with full functionality.

High conviction ideas weekly

  • We publish one high conviction idea every week, on a Sunday at around 13:00 UTC.
  • Ideas are screened from US common stocks with a rising 200-day trend and a pre-breakout setup.
  • We use a rigorous screening process with a 100 point scoring rubric, weighted for momentum, increased volume and solid fundamentals.
  • The screening process happens daily to ensure we get the best quality.
  • If no stocks make the bar, we will publish a "No pick".
Picksmith weekly high conviction detailed analysis
Picksmith Crowd Complements and metric comparison across selected holdings

Portfolio tools and advanced screeners

  • Screen over 5000 tickers for bullish, bearish, or breakout stocks.
  • Compare tickers head-to-head and get suggestions for stocks that complement what you are comparing. Outliers are highlighted too.
  • Follow the Money: see where money is going and which sectors are dominating.
  • See what politicians are buying and selling, and when.
  • Event calendar with company earnings, market events, stock splits, and upgrades and downgrades.

Interactive charts with an AI Assistant

  • Our interactive charts allow you to plot earnings, politician trades, and even breakouts.
  • All the standard indicators to help you make an informed decision.
  • Smart AI assistants across the site give you insight into what you hold and your investment and risk profile.
  • Set up multiple watchlists which flag potential breakouts and earnings events.
Picksmith interactive stock chart with AI Assistant markers for earnings and breakouts
Picksmith retirement calculator with account inputs, projection chart, and outcome summary

Financial wellbeing and retirement planning

  • Keep abreast of your retirement planning with an advanced calculator and AI assistant to field any questions you may have.
  • Once connected, your holdings are prepopulated into the calculator and updated as your portfolio changes.
  • Use standard investment calculators for general investment insights.
  • Optimise your tax liability with the Tax Harvest calculator, which is prepopulated with your holdings.

SnapTrade supported brokerages

SnapTrade

These are SnapTrade supported brokerages. We only use read-only access to your brokerage accounts. Picksmith does not do order execution.

  • Charles Schwab
  • Fidelity
  • E*TRADE
  • Robinhood
  • Interactive Brokers
  • Vanguard
  • Webull
  • Public
  • Wells Fargo
  • Chase
  • tastytrade
  • Tradier
  • TradeStation
  • Alpaca
  • Wealthsimple
  • Questrade
  • TD Direct Investing
  • Coinbase
  • and many more