Filters

We’re building a new kind of stock research and portfolio analysis tool designed for long-term, fundamentals-driven investors who are tired of juggling spreadsheets, notes, and 10 different platforms. Think of it as your personal CRM for investing, where your research, valuations, journal, and portfolio all live in one structured, intelligent workspace. We aim to help you: ⏱️ Cut your research time with a unique Kanban workflow, AI-powered automations, and custom company profiles. 📊 Gain an informational edge and ditch spreadsheets with built-in intrinsic value calculators, structured financials, and qualitative insights. 🧠 Improve your decision-making with customizable checklists, journaling templates, and an economic indicators dashboard. Learn more on our website: https://www.thefiltersguide.com/platform. 👉 Join the waitlist to get early access! 💬 Drop your thoughts below or DM us. We’re still early and would love to hear from fellow investors and beginners.