Easy to use & user-friendly. Optimized for efficiency. All the features you need without the bloat.

Custom Research Workflows

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

Custom Workflows

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.

Always Stay on Track

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

Always Stay on Track
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.

Coming Soon:

Collaborative research work made easy with research sharing, feedback collection flows, adding new members and assigning roles, internal inbox, etc. (expected in H2 2021)Goal setting & custom progress trackers to help you set the clear vision of your financial future (expected in H2 2021)File manager & organizer, watchlist manager, advanced security features (IP whitelisting, timed access, etc.) (expected in H2 2021)AI-powered features that will help you maintain an edge over the other investors: smart reporting, investment news sentiment analysis, personalized notifications & suggestions engine, next-generation predictive analytics, the ability to run custom scripts & integrate web scraping, etc. (expected in H1 2022 for most features)Powerful third-party app integrations with many popular apps like Google Sheets, Gmail, Zoom, Slack, Reddit, etc. (expected in H1 2022)ScaleRoad App Store, where you will be able to add various apps and plug-ins to enhance ScaleRoad's functionalities and personalize the platform according to your own needs (expected in H2 2022)

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