Free Tools

See what your portfolio looks like under Persistfolio's research

Enter your holdings and Persistfolio will examine your portfolio for concentration, overlap, and historical patterns — including how the individual companies we research have performed relative to the S&P 500. This surfaces observations, not buy or sell advice.

Look up any S&P 500 stock's research history

Enter any S&P 500 ticker and see its historical performance relative to the S&P 500 through Persistfolio's quantitative research — including how it's behaved during real market events like the 2022 bear market. This is a look back, not a forecast.

Screen the S&P 500 by fundamentals and research

Filter the S&P 500 by conventional fundamentals like market cap, P/E, and dividend yield — combined with Persistfolio's proprietary quantitative research. A useful screener on its own, more powerful with a subscription.

Persistfolio Market Conditions

Understand what’s happening beneath the market headlines.

See current U.S. market conditions through valuation, corporate cash generation, capital investment, financial conditions, interest rates, inflation, and market behaviour.

No market forecast. No Buy/Sell signal. Just a rules-based view of conditions today and what changed.

Press Doom & Gloom

Are financial headlines getting gloomier, or does it just feel that way? Track the current 14-day financial-news sentiment environment versus history.