About

StockSmart is the Best Solution for Stock and ETF Research, Available in Comprehensive Reports in Real Time

StockSmart is the leading provider of comprehensive, automated Research Reports for U.S. stocks and ETFs. StockSmart uses its advanced technology platform to create research on stocks and ETFs by unifying, processing and analyzing data from the SEC (in XBRL format) and data from dozens of commercial data providers. StockSmart's two million lines of proprietary code auto-write each report and update the reports on the fly, so StockSmart's research is available dynamically and in real time.

StockSmart's products make it far easier for investors to see and analyze information affecting capital markets and allow investors to make decisions with the benefit of StockSmart's automated, up-to-the-minute guidance.

Disciplined and rules-based, StockSmart has created these Smart Systems to find the "better" and the "worse" investment choices. StockSmart technology identifies opportunity and risk by continuously evaluating the myriad factors affecting each security, individually and in relation to comparable investment alternatives.

StockSmart generates Research Reports on individual stocks and ETFs and provides comparable data on 26 industries and 116 sub-industries. StockSmart covers all publicly-traded companies and ETFs in the United States, including the under-served small and mid-cap spaces.

StockSmart's software creates a clear picture of what individual securities, industries, and markets are doing. StockSmart's proprietary technology and web-based delivery systems create reliable, trustworthy, readily-accessible, affordably-priced investment research.

StockSmart serves institutional investors, investment professionals, issuers and individual investors through the following services:

• Research - Reports, Ratings, Earnings Analysis - Stocks, ETFs, Mutual Funds. Industry and Sector levels.
• Portfolio Watchdog - Portfolio Balancing, Re-balancing, Analysis and Sector rotation, EZ tax calculations.
• Market Tracking - Stocks, ETFs, Mutual Funds. Bonds, Options. Company, Industry & Sector levels.
• Earnings Season Advantage^™- Automates and simplifies the quarterly reporting process. Built-in analytics.
• Peer View^™ Industry forecasts and peer group competitor analysis.
• Broker Model - StockSmart's CAI^™ Computer-Aided Investing Model establishes non-fiduciary status.
• Compliance - Certified Fiduciary Cloud Compliance Solutions for RIAs and Financial Advisors.

StockSmart is available on the web and on mobile devices, including on the iPad, the iPhone now and, soon, on Android phones.