Early adopters get the first month entirely free on the monthly plan, no strings attached - code:GIVEMEZEN
Portfolio intelligence · every brokerage · one place

Invest with
a clear mind.

Zenly is a intuitive and powerful portfolio tracker and research tool that turns every brokerage account you own into one calm, complete picture - what you hold, what it earns, and what deserves your attention next.

14 days free · no credit card · then just $5/month

Live broker sync Zen Score on 8,000+ stocks AI portfolio reviews

Factor investor or stock picker, dividend collector or quality compounder - if you manage your own money, Zenly has the tools for you.

01 / CONNECT
Link your brokerage in two minutes.

Secure, read-only connections to all major brokerages via SnapTrade. Prefer to stay manual? Track any portfolio by hand.

02 / UNDERSTAND
Your full picture appears.

Exposure, income, performance, and net-worth history - assembled automatically on every sync, across every account.

03 / DECIDE
Act with conviction.

Research with the Zen Score, screen for your strategy, backtest it against history, and get an AI second opinion - before you commit a dollar.

Introducing Zen Score

Every fundamental that matters. One honest number.

Zen Score is a composite signal built on uncorrelated fundamental metrics - each historically proven to separate market leaders from the rest. Takes into account all aggregate company data, including price and valuation, to give you one clear answer: should I invest?

The strategy is simple: find high-quality companies at fair prices. Our thesis - you can beat the market without taking additional risk by sticking to the core fundamentals that are historically proven to do so. No predictions. No speculation. Just the metrics that have always worked, combined into one score.

How is the Zen Score calculated? →
Quality
ROIC, FCF margin, margin durability, balance-sheet strength
Growth
Revenue CAGR, EPS acceleration, reinvestment runway
Valuation
PEG, FCF yield, price vs. intrinsic value, EV/EBITDA vs. peers
tap a ticker
Microsoft Corp.
MSFT · Technology
STRONG BUY
Zen Score
High-conviction compounder
Exceptional quality with a durable growth runway. Valuation sits within range of its long-term earnings power.
Quality
Growth
Valuation
Capital return
ROIC
FCF margin
5Y rev CAGR
PEG ratio
Your portfolio

Know exactly
what you own.

Connect once, and Zenly keeps a living map of your money - across every account, every broker, every currency.

Sector exposureAll accounts · look-through
Technology
38%
Financials
16%
Healthcare
12%
Consumer
11%
Industrials
9%
Other
14%
Geography
US 71% Developed intl 19% Emerging 10%
VTI · VOO overlap: 84% - two of your funds hold nearly the same market. Zenly flags it so you diversify on purpose.
Projected annual incomeForward 12 months
$4,812 /yr
▲ +12.4% vs last year · avg $401/month
Upcoming payments
SCHDJul 24 · quarterly$186.40
JNJAug 12 · quarterly$94.20
OAug 15 · monthly$31.75
MSFTSep 11 · quarterly$58.10
Yield 2.4% Yield on cost 3.1% Payout growth 5Y +9.8%
Total return · 3 yearsTime-weighted
Your portfolio +64.2% S&P 500 +51.8%
Best year
+28.4%
Max drawdown
−18.6%
vs S&P 500
+12.4pp
Synced 2 min ago 3 accounts · 2 brokers
AI advisor

An advisor that has actually read your portfolio.

Not generic tips - a structured review of your real holdings: what's working, what's concentrated, and what quietly needs attention.

Portfolio review
Generated from your live holdings
AI analysis
Strengths
Your factor exposure is well-diversified - balanced tilts across quality, value, and size mean no single regime drives your returns.
The core is anchored by high-ROIC compounders - MSFT and AAPL bring durable moats and consistent buybacks.
Dividend income is well-laddered: 2.4% yield with low overlap between payers.
Areas to watch
Technology weight reached 41% - meaningful drawdown risk in rate-sensitive stretches.
Portfolio is 94% US-domiciled. A tilt toward developed international would cut concentration risk.
Beta of 1.14 amplifies market swings - consider a defensive sleeve if that keeps you up at night.
AI-generated analysis is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.
Research

From idea to conviction, without leaving the app.

A screener that focuses on the metrics that matter, proven strategy presets, and the tools to pressure-test any idea before it costs you money.

Screener Quality growers Safe dividends Great price Explosive growth Returning capital 8,412 securities
Ticker Zen Score PEG 5Y revenue FCF margin ROIC
NVDA
NVIDIA Corporation
910.9+56.3%45.9%76.4%
MSFT
Microsoft Corp.
871.8+15.1%26.3%42.1%
AAPL
Apple Inc.
842.1+9.8%28.8%58.7%
ASML
ASML Holding N.V.
821.6+18.9%27.5%39.2%
V
Visa Inc.
811.9+10.7%52.9%26.8%
Showing 5 of 8,412 · sorted by Zen Score · illustrative data
Backtest lab
Prove it before you buy it.

Run any strategy against real market history. Full equity curve, CAGR, max drawdown, Sharpe - benchmarked against the S&P 500.

Strategy simulator
Rehearse the trade, risk-free.

Model any change before pulling the trigger - see exactly how adding or trimming a position shifts your exposure, income, and risk, in real time.

Deep dive
Fundamentals, finally visual.

Click into any ticker for revenue, EPS, share count, ROIC, and full dividend history - drawn as charts, not spreadsheets. Open any ETF to see exactly what's inside it.

Pre-built portfolios
Start from a proven foundation.

Curated, research-backed templates - dividend income, all-weather, high growth. Adopt one outright or borrow the pieces that fit your plan.

Whoever you are

Built for the way you invest.

The Quality Investor
"Great companies, fair prices."
  • Zen Score - quality × growth × valuation on every stock
  • Visual fundamentals - ROIC, margins, EPS at a glance
  • Backtest lab - pressure-test the thesis against history
  • AI second opinion - before every buy or trim
The Dividend Investor
"Income you can see coming."
  • Forward projection - next 12 months of income, mapped
  • Payment calendar - who pays, when, and how much
  • Yield & payout health - per holding, tracked over time
  • Safe-dividend screens - presets tuned for durability
The Factor Investor
"Tilt with intention."
  • ETF look-through - see the real holdings inside your factor funds
  • AI advisor - weighs your factor diversification in every review
  • Overlap detection - know when two funds are the same bet
  • Exposure analysis - sector, geography & style at a glance
On mobile
Zenly lives in your pocket, too.

Portfolio, screener, AI advisor - everything works beautifully on your phone. Install it straight from the browser, no app store needed.

🍎 Add to Home ScreenSafari → Share → Add to Home Screen
🤖 Install appChrome → ⋮ Menu → Install app

Everything included. Nothing gated.

One plan, every feature - broker sync, Zen Score, AI advisor, screener, backtesting, the lot. Try all of it free for 14 days.

  • 14-day free trial - no credit card up front
  • No tiers, no upsells - one plan, all features
  • Cancel anytime - two clicks, no phone calls
$5
per month · after trial
Start your free trial

Early adopter? Code GIVEMEZEN makes
your first month free.

Clarity is an edge

Ready when you are.

Set up in under two minutes. Your first 14 days are on us.

No credit card required · $5/month after · cancel anytime

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