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Covey Seeks to Bring Talent to Interested Firms

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We beat Excel in our Free Portfolio Tracking Product

Last week, Excel celebrated its 35th birthday. Most investment analysts are still using Excel templates to track and share their portfolio of investing ideas. Managers are reluctant to dive into a 100+ row Excel file and are unclear on when the trades are being placed. Regardless, the clunky Excel file…

Use Covey to share the performance of your investing ideas

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Enter trades by percent of portfolio

The percent you enter…

The Problem:

We have incredible communities to generate ideas: sell-side research, Sohn, #fintwit, Seeking Alpha, even Youtube and Medium… but no place to track and share the performance of those ideas inside a portfolio.

Brooker Belcourt

Avid investor, founder

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