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Investment Portfolio Management

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Pinnacle is market research and portfolio-tracking software for investors. Users enter their own holdings, and the app displays live market prices, portfolio analytics, risk and volatility measures, and general market analysis across stocks, ETFs, cryptocurrencies, and commodities. Its Orion engine scores the same shared universe of assets the same way for every user and publishes impersonal research output — outlooks, market anomaly alerts, and written theses — which users can filter by the level of risk they choose. Pinnacle is informational and educational software. It is not a broker and not a registered investment adviser: it does not execute trades, route orders, hold customer funds or securities, or provide personalized investment advice. Ideas, never orders — the user makes every decision. Pinnacle has not launched publicly yet.

Pinnacle Fi can be found in Investment Portfolio Management categories.

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Pinnacle Fi Main Features

• Free plan
  You can start for free with basic features like live market prices and a limited number of holdings.
• Watchlists
  You can build lists of assets you are interested in, even if you don't own them yet, and get alerts about them.
• Market alerts
  You get notified about significant market moves on the assets you hold or watch.
• Risk analysis
  Volatility, concentration and value-at-risk measures computed from the holdings you enter, so you can see how much risk your portfolio carries.
• Upgradable plans
  Paid plans offer more features, higher limits, and deeper analysis when you need them.
• Portfolio tracking
  Live market prices and performance for stocks, crypto, ETFs and commodities, all in one place.
• Orion research engine
  Orion scores the same shared universe of assets the same way for every user and publishes impersonal outlooks and written theses. Research output, never an order or personal advice.
• Plain-language analysis
  Analysis is written in plain English, so the reasoning behind every score and outlook is easy to follow.

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