A Powerful Tool for Investing Education & Personalized Insights

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Explore a more personalized way to understand your portfolio with up to 15 AI-generated reports every month — designed to provide educational insights based on your holdings and market trends. From broad overviews to exploring potential risks, StockLift helps you gain clarity on your investments and better understand financial concepts.

• Executive Summary and Portfolio Health Check every week to help you learn about your investments’ performance.
• Week in Review to stay informed about what’s happening in markets.
• Risks & Threats reports covering market factors that could affect your holdings.
• Peer Comparisons to see how your portfolio’s characteristics stack up and learn from other investors.
• Scenario Modeling and Tax Reports to understand hypothetical what-ifs and tax concepts.
• Dividend & Interest Reports with plain-English explanations to build your investing IQ.

Ask questions to our AI assistant about your reports and investing concepts — engage in a conversation designed to educate and inform about your portfolio (not to provide personalized investment advice).

Securely connect your accounts from 18,000+ institutions to unlock the full experience. See your real-time performance, asset mix, sector exposure, and trends — all personalized, all in one place.

• Diversification Score
• Breakdowns by Sector & Geography
• Top Holdings
• Growth Projections
• Benchmarking
• Asset Allocation Visualizations

Your AI Assistant is powerful — but sometimes, you want a human touch. Use our Advice Market to ask one-time questions or book a 1:1 session with a licensed financial advisor. No subscription. No pressure.

Get investing news, analysis, posts, and commentary from real investors, finfluencers, and top publishers — all in a feed built around your interests.

Share your top 10 holdings (if you want to) and see what other investors and creators in the StockLift community are betting on.

StockLift puts powerful AI education tools and a supportive investing community in your pocket — helping you build knowledge and confidence.

Download now to start your journey toward smarter investing.

StockLift is not a registered investment adviser and does not provide investment advice.
The information provided is for educational purposes only.