MORNING BRIEFING · UPDATED 6:00 AM

See your portfolio plainly, every morning.

A stock screener and portfolio dashboard that updates once a day, before the open — no noise, no live-ticking anxiety, just where things stand.

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LIVE EXAMPLE

A real portfolio, updated this morning

Not a mockup — this is pulled from the same daily price refresh every account runs on.

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HOW IT WORKS

Three things, done well

01

Build a portfolio in minutes

Add your holdings — shares and cost basis — and see total value, gain/loss, and allocation at a glance.

02

Updated every morning, automatically

Prices refresh before market open each day. You're not refreshing a live feed — you're checking in on a settled picture.

03

Screen by what matters to you

Filter by sector, market cap, P/E, and — on Pro — dividend yield, to find companies worth a closer look.

Clearview Portfolio provides general market data, educational content, and portfolio-tracking tools. Nothing here is personalized investment advice, and we are not a registered investment adviser or broker-dealer.

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