AI summaries
Understand a 10-K in minutes, not a Sunday afternoon.
Plain-language business model, risk, and moat context — built for investors who cannot afford to miss red flags on smaller positions.
Read an AI summary
For Small Portfolios
Stock Analysis for Small Portfolios
Professional research depth without the $30-50+/month terminal bill. Start free, or unlock Pro for $10/mo.
When every dollar in the portfolio counts, the research stack should too. Chartloom packs AI filing summaries, 100+ charts, portfolio tracking, and scenario modelling into one workspace priced for smaller accounts — with tickers you can explore before signing up.
Start 14-Day Free Trial · No credit card
Chartloom
Free or $10/mo
All features included · 14-day trial
Typical terminals
$29–80/mo
Often tier-gated or add-on priced
Research any ticker
No signup
Open charts & AI summaries instantly
The Challenge
Investors managing smaller portfolios often face a difficult trade-off: professional research tools cost $30 to $80/month, making them impractical when the subscription itself represents a meaningful percentage of annual returns.
How Chartloom Helps
Chartloom provides institutional-quality fundamental analysis - including AI-powered SEC summaries, 100+ interactive charts, and a Scenario Lab - at a price point that makes sense for portfolios of any size.
A workflow built for small portfolios
Four steps from first look to scenario modelling — each opens a live Chartloom surface, with or without an account.
Search & research a stock
Look up any US ticker for a single analyse view — business context, valuation, growth, and filing highlights without jumping between tabs.
Visualize the financial charts
Open 100+ interactive charts across 35+ years — margins, multiples, cash flow, and growth trends built for spotting patterns on a smaller watchlist.
Compare & save to watchlists
Line up to three names across 50+ metrics, then save standouts to a watchlist for ongoing monitoring.
Model bull, base & bear scenarios
Stress-test a thesis in Scenario Lab — adjust growth, margins, and multiples to see how bull, base, and bear assumptions may shift estimated fair value.
See the product before you sign up
Open live Chartloom surfaces — research any US ticker without creating an account first.
Portfolio
One dashboard for holdings, dividends, and DCA.
Track what you own, yield on cost, and contribution pacing without maintaining parallel spreadsheets.
See portfolio tracking
Charts
100+ fundamentals charts — export-ready.
Valuation multiples, margins, and growth trends across 35+ years. Useful when comparing a handful of names deeply.
Open $META charts
Key Features for Small Portfolios
Free Plan or $10/mo
Professional-grade analysis at a fraction of the cost of comparable platforms. No feature gates - every plan gets full access.
Learn moreAI SEC Summaries
Understand 10-K and 10-Q filings in minutes, not hours. Essential when time-per-position matters more with smaller portfolios.
Learn moreScenario Lab
Stress-test investment theses with adjustable growth and earnings assumptions before committing capital.
Learn morePortfolio Tracking & DCA
Track holdings, dividend income, and dollar-cost averaging progress in one dashboard.
Learn moreCompound Interest Calculator
Model how small, consistent contributions may grow over time with interactive scenario-based estimates.
Open compound calculator100+ interactive charts
Valuation multiples, margin trends, growth rates, and more - exportable for sharing.
Learn moreBuilt for smaller portfolios, not Bloomberg desks
Explore the same surfaces larger platforms gate behind $50/month plans — portfolio, scenarios, AI summaries, and 100+ charts.
AI SEC Summaries
10-K & 10-Q filings distilled into concise summaries in seconds.
Scenario Lab
Stress-test company theses with adjustable assumptions and instant outcome updates.
100+ interactive Charts
Visualise 35+ years of fundamentals. Export-ready for X, Substack, and LinkedIn.
35+ Years of Data
Study full business cycles. Most platforms limit data to 10 years.
Portfolio & DCA Tracking
Track holdings, dividends, and dollar-cost averaging performance.
Affordable by Design
At $10/month, Chartloom costs less than a single trade commission on many platforms. We also offer a generous Free tier for those just getting started, making it an accessible entry point to professional-grade research for small portfolios. Compared to other tools charging $30-50+ per month, Chartloom Pro unlocks everything for just $10/mo.
Free Plan or $10/mo
14-day Pro trial · No credit card required
Frequently Asked Questions
Chartloom is designed to be accessible for investors at any stage. At $10/month, the platform provides AI-powered SEC summaries, 100+ charts, and scenario modelling - tools typically found in $30 to $80/month platforms.
No. Chartloom has no minimum portfolio size. The platform is used by investors with portfolios ranging from a few hundred to several hundred thousand dollars.
Chartloom focuses on essential fundamental analysis tools without premium-terminal pricing. All features are included in every plan - there are no feature gates or add-on charges.
Yes. Investors may open any US ticker analyse page, charts, or AI summaries without an account. Registration includes a 14-day full Pro trial with no credit card required.
Free screeners are useful for quotes and headlines. Chartloom adds 35+ years of fundamental charts, AI SEC summaries, portfolio tracking, and scenario modelling in one workspace — designed for deeper research on fewer positions.
Research popular stocks on Chartloom
Open a ticker in Chartloom for fundamental charts, valuation context, and AI-assisted filing summaries—without leaving the research workflow.
