Skip to content

Switch

Outgrown your stock research tool?

Keep the screening and the research depth. Add a score you can audit line by line, and one that knows what’s already in your portfolio.

Free full access during early access. No card required.

The difference

Every rating hands you a verdict. We hand you a verdict you can check.

Rating tools compress a company into one number. So do we, but we show the working, and we measure it against the book you already hold.

A verdict you can audit

The score shows its working.

  • Published, versioned weights: read the exact share of every axis
  • Per-axis confidence, labelled where the data is thin
  • Solvency and earnings-quality checks shown beside the score, never blended in

A verdict that knows your book

The score reads your portfolio.

  • Diversification delta: what a position does to your mix before you buy
  • Concentration guardrail and ETF overlap against your actual holdings
  • A research-only tool cannot do this; it never holds your book

Side by side

Compared on the methodology, not the marketing.

What actually differs is how much each tool discloses, and whether it can see your holdings at all.

How ScalableWealth compares with a typical rating and screening tool, by methodology
What you’re comparing ScalableWealth Typical rating tool
The weights behind the score Published and versioned: read the share of each axis Rarely disclosed
When the data is thin Per-axis confidence, labelled ("low confidence, 1 analyst") Usually one number, the same size regardless
Solvency and earnings-quality checks Shown beside the score (Altman Z band, Beneish M flag) Often folded silently into the rating
How valuation is framed A modelled fair-value range with its assumptions on show (early access), plus bands against the stock’s own 5-year history and its sector Commonly a single fair-value figure
Whether it reads your portfolio Diversification, concentration and ETF overlap vs your book Not portfolio-aware
Whether the score’s accuracy is tracked in public Quarterly information-coefficient (IC) decay, published as it accrues Rarely published

“Typical rating tool” describes common patterns in retail research products, based on their public methodology. The ScalableWealth column maps to features you can use today.

You keep everything you came for

The screening and research don’t get thinner.

Switching isn’t a downgrade. The tools you screen and research with are here, and the score sits inside them.

Screener

Screen the whole universe

A 150+ field registry, ranked by the score by default. Share a screen as a URL, start from curated screens with their methodology disclosed, and compare two to four names side by side.

Research depth

The detail behind the number

Financial-statement history in its reporting currency, analyst estimates with surprise history, valuation bands versus the stock’s own record and its sector, peer cohorts, and ETF look-through.

Grounded AI

Ask, in plain language

Ask about any section of a stock’s page and get an answer with sources you can click. Describe a screen in words and it proposes the criteria; you run them, never a silent query. Compare names with the working shown.

What a research-only tool can’t give you

Research that reads your portfolio.

Research tools rate the market. They don’t hold your book, so they can’t tell you what a name does to it. We can.

How it fits

Every stock, measured against your book

Before you buy, see the diversification delta, the concentration it adds, and how much it overlaps the ETFs you already hold. Reachable from every instrument.

Optimizer

Seeded from what you own

The optimizer starts from your current weights, not a blank sheet, so a proposal is a move from where you are, not a portfolio built in a vacuum.

Alerts

Alerted when the research moves

Get alerted when a score changes, when a name enters or leaves one of your screens, or when a company files new financial results.

Said plainly

We tell you when we don’t know.

Where analyst coverage is thin, our confidence label says so instead of inventing precision. Today the score ranks around 880 investable ASX names (measured on production, July 2026) and the US large-cap universe: the S&P 500, the NASDAQ-100 and the largest US ETFs, with full price history and nightly updates. Your AUD portfolio can hold those US names, valued in Australian dollars at trade-date exchange rates. And we take you to a decision, then hand it back: we propose, you decide, we never place orders.

Early access

Bring your watchlist. See the difference on your own names.

Full access to the platform, free during early access. No card required.