Portfolio intelligence for focused investors

Know when to act.Ignore the rest.

TickerZone watches every position against the target and stop you set, then surfaces the few moments that deserve a decision. No endless feed. No portfolio babysitting.

Free plan available · Pro $14.99/month · Invite-only early access

Read-only brokerage connection
Never places a trade
Disconnect whenever you want

The TickerZone system

A calmer operating system for your portfolio.

Discipline should not require constant attention. TickerZone turns your investing plan into a quiet, repeatable loop.

01 / 03

Plan

Give every position a reason to exist.

Add holdings manually or connect through Plaid, then set the price target and stop that define your plan. Your rules stay visible long after the emotion of the trade fades.

02 / 03

Monitor

See the whole portfolio in zones.

Red, blue, and green zones show what is below entry, progressing toward target, or ready for a decision. One system, across every position you follow.

03 / 03

Act

Hear about the moments that matter.

TickerZone checks prices during market hours and alerts you when a target is hit, a stop is breached, or a position stalls. In-app and email — without the feed.

Decision context

When a position stalls, context beats impulse.

TickerZone scores a broad US stock and ETF universe across value, quality, momentum, discipline, and safety. When you need another perspective, compare a holding with stronger-scoring names in its sector.

  • Scores range from 0 to 1 and refresh every two weeks.
  • Watch stocks and options before they reach your entry target.

Comparables are data to weigh, not a recommendation. TickerZone does not provide investment advice and never trades on your behalf.

Security & control

Trust starts with a clear boundary.

A portfolio app should be explicit about what it can see and what it can do. These are the limits TickerZone is built around.

Read our security practices

Safeguard 01

Read-only by design

TickerZone can read the investment holdings and balances you connect. It cannot move money, place trades, or modify orders.

Safeguard 02

Credentials stay with Plaid

Your brokerage sign-in happens through Plaid. TickerZone never sees or stores your brokerage username or password.

Safeguard 03

Access stays in your control

Disconnecting revokes linked-account access. Deleting your account erases your data and cancels active access.

Invite-only early access

Your portfolio can stay watched.You can get on with life.

Request a seat and we'll open access as capacity grows. Start free, set your rules, and let TickerZone watch the lines.

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