ScaleRoad: The Investor's Swiss Army Knife

ScaleRoad is a platform for tracking and managing your investment research in a structured and organized way.

ScaleRoad demo image

Future proof your portfolio

A suite of tools to help you scale your investment portfolio and make data-driven decisions from the place of confidence

Custom Workflows

Custom Workflows

Easily create highly customizable research processes and workflows to bring more structure and clarity into your specific investment strategies.

Always Stay on Track

Always Stay on Track

Efficiently plan your tasks using ScaleRoad's scheduler to make sure you're tackling the right task at the right time.

Collaboration Made Easy

Financial Modeling

A set of powerful tools that will help you see the future before the anyone else and take into account any possible scenario.

Advanced Analytics

Advanced Analytics

Gain deep and actionable insights into how your portfolio is performing and what you can do to make it even better.

Did You Know?

Some important facts from the investment world

7 out of 10investors say that they don't have any structured research plan
68%of all investors rely solely on basic spreadhseets when analyzing investments
3h 15 minthe average time spent researching and analyzing an individual investment
$1.25Mthe average long-term cost of a bad strategic investment decision

How it Works

Intuitive, user-friendly interface will help you get started in as little as 2 minutes!


Make your custom research workflows

Create your custom research processes to apply them later on the individual investments in a structured, organized and predictable way.
Step One

Field-test your potential investments

Use your custom workflows to efficiently research individual investments, compare them and do some projections and modeling on them to find the best possible option for your portfolio.
Step Two

Apply findings from your research

Make data-driven investment decisions from the place of confidence with the power of ScaleRoad analytics and continue scaling your portfolio towards your goals.
Step Three

Ready to get started with ScaleRoad?

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