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What is Sterling Stock Picker?

Sterling Stock Picker is a renowned software for stock selection that instills confidence in users, accommodating individuals with varying levels of investment experience. Featuring a user-friendly interface, the platform helps users determine their risk appetite, select stocks aligned with their values, and build a diverse investment portfolio. One of its notable elements is the North Star Ranking System, which provides clear buy, sell, hold, or avoid recommendations based on a thorough analysis of over 60,000 publicly traded companies. By utilizing real-time data, social sentiment analysis, and financial indicators, the software delivers critical insights that can guide investment choices. In addition, users benefit from Finley, an AI-enhanced financial coach that offers personalized advice and strategic insights tailored to their investment path. The Sterling Stock Picker also promotes user education through its PRO$PER system, which features a range of on-demand courses designed to boost financial literacy and investment skills. This comprehensive strategy not only equips users to make well-informed decisions but also cultivates a thriving community of knowledgeable investors who support one another in their financial endeavors. Ultimately, the platform seeks to transform novice investors into confident, educated participants in the stock market.

What is Portfolio123?

Adopt the perspective of a strategic investor by creating, refining, and implementing your personalized rule-based investment plans. Understand why both professionals and academics trust Portfolio123 for their investment needs. Experience a transformative approach to managing your accounts that you never thought possible. Each tool and feature you depend on has been creatively reimagined and greatly improved. Enjoy complimentary real-time quotes, access free investor analytics, manage multiple accounts with ease, place trades directly with your broker, and maintain a comprehensive log of your investment decisions. Leverage top-tier data, high-level quantitative tools, a flexible yet user-friendly workspace, a lightning-fast simulation engine, and the collective wisdom of an expert community. We are dedicated to changing the investment landscape for the better. Our mission is to enable individuals to invest in stocks, enhance their chances for exceptional returns, and live rewarding lives. Whether you prefer a passive "set it and forget it" strategy or wish to explore detailed concepts such as free cash flow and factor models, effective portfolio management should be within reach for everyone, regardless of their background or expertise. Ultimately, we aspire to create a more inclusive and rewarding investing environment that benefits all individuals seeking financial growth. Investing should not just be for the seasoned few but a journey that everyone can embark on with confidence.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Version
Free Trial Offered?

Pricing Information

$9 per 21 days
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sterling Stock Picker

Company Location

United States

Company Website

sterlingstockpicker.com

Company Facts

Organization Name

Portfolio123

Company Website

www.portfolio123.com

Categories and Features

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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