Research + Portfolio, Unified

Automate Your Analysis. Master Your Portfolio.

The complete investor's toolkit — fundamental scoring, stock screening, multi-portfolio tracking, investment strategies, and tax reporting. All in one platform.

37k+
Companies Covered
90+
Exchanges
75k+
Active Users
400+
Financial Metrics
Everything You Need

Built for Serious Investors

From discovering new opportunities to tracking every position and optimizing your taxes — Unified replaces a dozen tools with one.

📊
Fundamental Scoring
Build custom scoring models with 400+ metrics. Rank any universe of stocks by your own criteria in seconds — not hours.
Research
🔍
Advanced Stock Screener
Filter 37,000+ companies by sector, country, exchange, and over 100 fundamental & technical ratios simultaneously.
Research
💼
Multi-Portfolio Tracker
Manage unlimited portfolios — stocks, ETFs, funds, crypto, real estate, bonds. Group them and see unified statistics.
Portfolio
🧪
Strategy Backtests
Validate your investing strategy against 40+ years of historical data. Test GEM, AEM, Darwin+Defender, and custom models.
combined
🧾
Tax Calculator (PIT-38)
Automatic tax optimization with loss carryforward, foreign dividends, and crypto. Export reports ready for submission.
Portfolio
🔔
Smart Alerts
Get notified when price targets hit, valuations shift, analysts revise estimates, or your scoring model changes rank.
combined
Portfolio Management

Your Wealth, Fully Visible

Track every investment — from WSE stocks to crypto to real estate. See true returns, benchmark comparisons, and rebalancing signals.

My Portfolios
Portfolios
Main IKE
82,450 PLN
+12.4%
US Tech
$34,200
+8.7%
Crypto
15,600 PLN
-3.2%
Bonds & Deposits
40,000 PLN
+5.1%
▣ GROUP: All
172,250 PLN
+9.2%
Total Value
82,450 PLN
+12.4% YTD
Profit / Loss
+9,084 PLN
vs. 73,366 invested
vs. WIG20
+4.1%
benchmark outperform
Dividends
2,340 PLN
received YTD
Ticker Company Qty Price Value P/L Score
PKN PKN Orlen 120 68.40 PLN 8,208 PLN +14.2%
82
CDR CD Projekt 45 142.20 PLN 6,399 PLN -6.8%
54
AAPL Apple Inc. 30 $192.50 $5,775 +22.1%
75
PZU PZU Group 200 44.80 PLN 8,960 PLN +8.5%
68
Stock Screener

Find Your Next Investment

Filter companies by any combination of fundamentals and your custom scoring model. matches — toggle chips or add your own filter.

🌍 All Markets
P/E < 20
ROE > 15%
Debt/Equity < 1
Div Yield > 3%
Revenue Growth > 10%
+ Add Filter
Company Exchange Sector P/E P/B ROE Div Yield Score
🇵🇱 PKN Orlen PKN WSE Energy 7.2 0.8 18.4% 5.2% 82
🇩🇪 Volkswagen AG VOW3 XETRA Auto 5.4 0.5 16.1% 7.8% 78
🇺🇸 Johnson & Johnson JNJ NYSE Healthcare 14.2 5.1 22.3% 3.1% 74
🇬🇧 Rio Tinto RIO LSE Materials 9.8 2.1 15.6% 6.4% 61
🇵🇱 Dino Polska DNP WSE Retail 18.4 4.8 28.7% 0.0% 71
Investment Strategies

Rule-Based. Disciplined. Tested.

Follow proven strategies backed by decades of historical data. Automated signals tell you when to buy, hold, or switch.

GEM — Global Equity Momentum
TREND
Rotates between US equities, international equities, and bonds based on momentum signals. One trade per month, maximum.
+14.2%
Avg Annual
30yr
Backtest
BUY
Current Signal
AEM — Advanced Equity Momentum
MOMENTUM
Multi-asset momentum strategy with adaptive weighting. Captures equity momentum while limiting drawdown via bond allocation.
+16.8%
Avg Annual
20yr
Backtest
BUY
Current Signal
Darwin + Defender
MIXED
Combines growth stock selection with a defensive mechanism that exits to cash when market conditions deteriorate.
+11.4%
Avg Annual
15yr
Backtest
HOLD
Current Signal
Levy's Relative Strength
VALUE+MOM
Ranks stocks by relative strength vs their 26-week average. Buy the strongest 10%, sell when they fall below threshold.
+13.1%
Avg Annual
25yr
Backtest
BUY
Current Signal
Tax Tools

PIT-38 Made Simple

Automatic tax calculation with loss carryforward, foreign exchange withholding, and crypto gains. Export ready for your tax office.

Tax Calculation Result
Gross Gains28,400 PLN
Losses This Year− 4,200 PLN
Loss Carryforward− 2,000 PLN
Net Taxable Base22,200 PLN
Capital Tax (19%)4,218 PLN
Foreign Div. Tax72 PLN
Foreign Tax Credit− 270 PLN
Total Tax Due (PIT-38) 4,020 PLN
⚠ This is an estimate. Consult a tax advisor for final submission. Export ready for your PIT-38 form.
Pricing

Cheaper Than You Think

All plans include a 30-day free trial. No commitment, cancel anytime.

Basic
~3 PLN / mo
For beginners tracking their first investments.
  • 2 portfolios
  • Basic charts & quotes
  • WSE stocks
  • Price alerts
  • Scoring models
  • Backtests
  • Tax report
Get Started
Expert
~13 PLN / mo
For power users & portfolio professionals.
  • Everything in Pro
  • API data access
  • Priority support + video calls
  • Advanced TA signals
  • Brokerage integrations
  • Public portfolios
  • Fund ranking tools
Go Expert
Get Started Today

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