Portfolio tracking now live

Your portfolio. One clear view.

Connect your brokerage accounts, track every position, and organize your equity research — all in one place. Built for investors who want clarity, not noise.

Get Started FreeSign In
Bank-level security
No credit card required
Free forever plan
AAPL198.50+1.24%
NVDA142.30+3.18%
MSFT451.20+0.87%
GOOG178.90-0.42%
AMZN205.60+2.15%
META605.40+1.76%
TSLA248.10-1.33%
SPY587.20+0.94%
AAPL198.50+1.24%
NVDA142.30+3.18%
MSFT451.20+0.87%
GOOG178.90-0.42%
AMZN205.60+2.15%
META605.40+1.76%
TSLA248.10-1.33%
SPY587.20+0.94%
4
Flexible plans
5,000+
Tickers supported
256-bit
Encryption
< 2s
Report streaming
Features

Everything you need to stay organized

A streamlined toolkit for tracking your portfolio and organizing equity research. No clutter, no noise — just the data you care about.

Broker Sync

Securely connect your brokerage accounts through Plaid. Positions and balances sync automatically so your portfolio is always current.

Portfolio Dashboard

See all your positions in one view — shares, cost basis, current market value, and unrealized P&L at a glance.

Equity Research

Generate structured research reports on any public company using AI with live web data. Organize and version your research library.

Auto Price Refresh

Holdings prices update automatically every 4 hours. You can also trigger a manual refresh for your entire portfolio at any time.

Version History

Every research report is versioned. Update your analysis when new data comes in — all previous versions are preserved for reference.

Bank-Level Security

All brokerage connections use Plaid's secure infrastructure. Access tokens are encrypted at rest. We never store your login credentials.

How It Works

Up and running in minutes

01

Create your account

Sign up in seconds with just your email. No credit card required to get started.

02

Connect your broker

Link your brokerage account securely through Plaid. Your positions import automatically.

03

Track and research

Monitor your portfolio, add manual positions, and generate AI-powered research reports on any ticker.

Pricing

Start free, upgrade when you're ready

Every plan includes AI-powered research reports. Pick the volume and features that fit.

Free
$0/month

Get started with the basics.

Get Started
  • 3 reports per month
  • AI-powered analysis
  • Live web data
  • Version history
Starter
$14.99/month

For active researchers.

Start Starter
  • 15 reports per month
  • Portfolio tracking
  • 1 broker account
  • 5 syncs per month
Popular
Pro
$29.99/month

Full platform access.

Start Pro
  • 50 reports per month
  • 2 broker accounts
  • 10 syncs per month
  • Auto price refresh
Business
$79.99/month

For power users.

Start Business
  • 100 reports per month
  • 5 broker accounts
  • 30 syncs per month
  • Priority support
Security & Privacy

Your data stays your data

JL Research is built with security as a foundation. We use industry-standard infrastructure and never store your brokerage login credentials.

Plaid-powered connections
Brokerage access is handled by Plaid, the same infrastructure used by thousands of financial apps.
Encrypted token storage
All access tokens are encrypted at rest using PGP symmetric encryption. Decryption only occurs server-side during sync.
Row-level security
Every database query is scoped to your user ID. Other users can never access your data.
No credential storage
We never see, store, or have access to your brokerage username or password.

Start tracking your portfolio today

Join JL Research — connect your broker, organize your research, and see your entire portfolio in one place.

Create Free Account