stockportfolio.proStart 7-day free trialstockportfolio.pro vs WallStreetZen
WallStreetZen is a stock research platform built around a 115-factor quantitative rating system (Zen Ratings) and transparent analyst performance rankings, aimed at part-time investors who want screeners and due diligence tools. If you’re weighing WallStreetZen, here’s an honest side-by-side. stockportfolio.pro is a calm, single-screen workflow for long-term investors — holdings, allocation, fundamentals and news in one place for £9/month with a 7-day free trial.
| stockportfolio.pro | WallStreetZen | |
|---|---|---|
| Monthly price (annual plan) | £9/mo (~$11); 7-day free trial on paid app, cancel anytime | ~$19.50/mo when paid yearly ($234/yr); $1 trial, 14-day access |
| Fundamentals depth | Up to 19 years annual + 48 quarters, from SEC filings; health checks included | Historical fundamentals + 115-factor Zen Ratings; no explicit statement of years back |
| AI research assistant | Yes — Ask answers from SEC filings, sources shown; refuses when unsure | No AI assistant; offers analyst rankings and due diligence checks instead |
| Analyst ratings & consensus | No analyst consensus or call transcripts included | Ranks 130+ top analysts by historical accuracy, win rate, and returns; shows analyst consensus — a genuine strength |
| Portfolio tracking | Yes — holdings, allocation, X-Ray (look-through P/E), SEC filing-change alerts | No portfolio tracking; watchlists only |
| Public access | Free public screener + per-stock data pages (no login required); 7-day paid trial | Limited free screener; Premium required for full features |
| Best for | Researching and tracking your own portfolio with real SEC filings in one calm workspace | Part-time investors who want a screener backed by transparent analyst performance data |
WallStreetZen pricing: Free tier (limited screener); Premium $19.50/month when billed yearly ($234/year) or $59/month if paid monthly; 14-day trial for $1. Prices change, so confirm on their site.
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