VantagePier
Track your portfolio and analyze stocks using proprietary valuation models.
Track & Benchmark
Track your portfolio's performance in real-time and objectively benchmark it against the S&P 500.
Fundamental Analysis
Analyze stocks using proprietary VantagePier DCF and P/E models, or customize them to fit your thesis.
Asset Allocation
Market Cap
Industry
Welcome to VantagePier
A comprehensive stock portfolio tracking and fundamental analysis platform built for all equity investors.
Why We Built This
As equity investors, we found there was no single place to seamlessly input our portfolios and objectively evaluate performance against the broader market. VantagePier fills that gap. Whether you are a self-directed investor managing your own trades, or you want to objectively benchmark the performance of your wealth advisor against the S&P 500, VantagePier gives you the clarity you need.
Simplifying Valuation Models
When we first started investing, we had to learn valuation models from the ground up. We wanted to simplify this process. VantagePier incorporates our proprietary valuation models (including P/E Forecasting and DCF) directly into the Fundamental Analyzer. This allows investors to instantly run deep intrinsic value calculations with a single click, saving hours of spreadsheet work.
Data Privacy & Security
Your financial data is your business. VantagePier uses enterprise-grade cloud databases secured with strict Row Level Security (RLS) policies. This means you authenticate securely via Google and absolutely no one else can see your portfolio.
Total Value
---
Total Cost
---
Portfolio IRR
---
0.00%S&P500 Benchmark Value
---
Your Holdings
| Ticker | Industry | Market Cap | Quantity | Avg Cost | Current Price | Total Cost | Total Value | Return ($) | Return (%) |
|---|---|---|---|---|---|---|---|---|---|
| No holdings yet. Add a transaction to get started. | |||||||||
Portfolio Allocation
Transaction History
| Date | Type | Ticker | Quantity | Price | Total | Account Details | Notes | Actions |
|---|---|---|---|---|---|---|---|---|
| No transactions found. | ||||||||
Stock Analyzer
Fetching financial data...
AAPL
Valuation Metrics
P/E Method Forecasting
Discounted Cash Flow Based Valuation
Reverse DCF (Implied Growth)
Download Financial Data
Export the current stock's financials (Income Statement, Balance Sheet, Cash Flow) directly to Excel. If you have uploaded a custom template, the data will be injected into sheets named "Income Statement", "Balance Sheet", and "Cash Flow".
Upload Custom Template
Create a custom Excel file with your own formulas, DCF models, and charts referencing the "Income Statement", "Balance Sheet", or "Cash Flow" sheets. Upload it here to use it as your default export template.
Help & Notes
How to Upload a CSV File
To import multiple transactions at once, go to the Transactions tab and click Download Template. Fill out your transaction history using the exact column format provided in the template, save it as a .csv file, and then click Upload CSV to import it directly into your portfolio.
Using the Valuation Models
The Fundamental Analysis tab includes two valuation models: P/E Forecasting and Discounted Cash Flow (DCF). To use them, simply search for a stock, open the "Valuation Models" sub-tab, and adjust the highlighted fields (like Growth Rate or Discount Rate). The model will automatically recalculate the intrinsic value and compare it against the current market price (Value / CMP > 1 indicates undervaluation).
Benchmark Information
The portfolio performance is heavily benchmarked against VOO, which tracks the S&P 500 Index. The "S&P500 Benchmark Value" on your Dashboard shows exactly what your portfolio would currently be worth if you had invested all your capital into the S&P 500 on the exact dates of your transactions.
Inputting Non-US Tickers
This app uses live market data. For international stocks, you must include the correct exchange extension at the end of the ticker:
- Toronto Stock Exchange (TSX): Add
.TO(e.g.,SHOP.TO) - TSX Venture Exchange: Add
.V(e.g.,RECO.V) - NEO Exchange: Add
.NE(e.g.,MMED.NE) - National Stock Exchange of India (NSE): Add
.NS(e.g.,RELIANCE.NS) - Bombay Stock Exchange (BSE): Add
.BO(e.g.,TCS.BO)