Trendentum Pro
One paid tier. The free tier is the whole product for reading your own portfolio; Pro adds the channels that watch it for you when you are not looking, and the research on stocks you do not own yet. The free tier has room for 60 stocks and does not expire - nothing on it stops working after a month - and never a silent renewal: a week before each one you get an email saying so, with the cancel link in it. If you would rather never open a dashboard at all, the quiet version of this page says what Pro is for the person who does not want to look.
Founding members pay less, and keep that price
Free
No charge, no card
- Your whole portfolio and every watchlist - up to 60 stocks tracked - refreshed after each market close (New York, Sydney, London), so every stock is re-read on the day its market closes
- The dashboard: outlooks with every rule's vote, Portfolio Health, factor and regime reads
- Chart states on every stock - six fixed rules - each with that stock's own record of what followed
- Raising cash: the facts on every holding side by side, in an order you choose
- Review points on your holdings - levels from what you paid, trailing points, chart-state conditions - shown on the dashboard and in the Sunday digest when reached
- The weekly digest email and 'Since your last visit'
- Contract notes forwarded by email, turned into trades for you to confirm; tax notes on how long each purchase has been held
- The rule grid and share cards
- The sector map for every market you hold
- The private backtester on your own holdings and watchlists
- Two AI deep dives a month on stocks you hold or watch
- Investing principles, the glossary, the methodology
Pro
Price set at checkout
- The evening alert by email - after each market close, at most one a day, carrying the kinds you choose: chart-state changes, your own review points (levels from what you paid, trailing points, chart-state conditions), unusual days, and outlook changes that hold at two closes
- The evening alert on your phone's lock screen as well
- Quiet mode - one line when something changed, silence otherwise
- Up to 400 stocks tracked
- AI deep dives on your holdings and watchlist - eight stocks a day (free: two a month)
- The sector screen - every company in a sector, filtered by Graham's tests with the figures side by side, or by the rules' current read
- Research beyond your own stocks: the backtester on stocks you do not own
- The larger sample - each chart state's record across every stock tracked on Trendentum, beside the one stock's own
Check this before you pay: what Trendentum doesn’t cover
- Listed shares and ETFs only. Shares, ETFs and other exchange-listed funds on the US and NZX markets, plus Toronto, London, Tokyo, Hong Kong, Singapore, India, Indonesia and the main European exchanges; the ASX is coming soon, once its data licence is signed. Not unlisted managed funds or mutual funds, bonds or government treasuries held directly, term deposits, money-market or cash accounts, crypto, options, warrants or CFDs, super, or property. A bond or cash fund that is itself listed on an exchange can be added like any ETF.
- Not your whole account. The value is the shares you’ve entered. Cash sitting in your trading account isn’t included.
- Not for day trading. Trendentum is built for investing — owning businesses for years — with room for a small speculative part. It has no intraday prices or charts, and no buy or sell calls.
- Prices after each market’s close, not live. Everything is read from finished trading days, so during a session your broker’s figures will differ.
- Share-price returns. Dividends and franking credits aren’t added to the return, and brokerage isn’t added to your cost.
- No log-in link to your broker. You bring holdings in by pasting them or importing your broker’s CSV, then forward contract notes to keep them current. The Holdings page lists which brokers’ files and notes are read in full.
- Not a tax report. It counts how long each purchase has been held; it doesn’t produce capital gains figures for a tax return.
- No trading. You can’t place orders here; buying and selling happen at your broker.
- No advice. No buy, hold or sell calls, ratings or price targets, on either tier.
- On your phone, it installs from the browser. Add it to your home screen from Safari or Chrome; it isn’t in the App Store or Google Play yet.
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The small print, in plain words