Monitor all your investment accounts in one place.

Get a complete view of your entire investment portfolio, understand true diversification, and see all underlying holdings.

Track investments

Track all your investment accounts in one place.

Uncover your underlying holdings.
With Fund Lookthrough, Atom Finance reveals underlying stock holdings across mutual funds and ETFs. When you’re not sure why your fund holdings are trading in a certain direction, dive into the full list of constituents to identify the individual stocks actually driving the price change. Customize mobile alerts to stay on top of both underlying company updates and fund performance as a whole.
View fund holdings
Get the full picture of all your accounts.
Connect all your investment accounts or manually input your positions to get an accurate, holistic view of your entire portfolio and avoid misinterpreting returns across different accounts. Benchmark your accounts individually or in aggregate against the major indices to truly understand your performance relative to the broader market. Set up alerts to automatically receive performance, price, and news alerts based on your holdings.
Connect your account
Understand how you’re actually diversified.
Atom Finance aggregates all your accounts and active positions so you can see how you’re really diversified across sectors and asset classes. Atom Finance provides comprehensive account statistics across multiple accounts and brokerages so you have an in-depth understanding of your portfolio health.
See your diversification
Uncover your underlying holdings.
With Fund Lookthrough, Atom Finance reveals underlying stock holdings across mutual funds and ETFs. When you’re not sure why your fund holdings are trading in a certain direction, dive into the full list of constituents to identify the individual stocks actually driving the price change. Customize mobile alerts to stay on top of both underlying company updates and fund performance as a whole.
View fund holdings
Get the full picture of all your accounts.
Connect all your investment accounts or manually input your positions to get an accurate, holistic view of your entire portfolio and avoid misinterpreting returns across different accounts. Benchmark your accounts individually or in aggregate against the major indices to truly understand your performance relative to the broader market. Set up alerts to automatically receive performance, price, and news alerts based on your holdings.
Connect your account

Explore other powerful workflows from Atom Finance.

Conduct comprehensive financial analyses.

Atom Finance offers a complete view of a company’s performance over time by combining historical pricing, financials, and non-GAAP operating data with forward-looking analyst estimates, and equity research from leading banks. Perform due diligence on areas most relevant to your investment targets and uncover hidden insights across multiple information sources in a single, searchable platform.

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Screen the market for your next investment.

Instantly identify new trends and opportunities by screening for parameters that meet your investment criteria. Use Stock Screener to filter search results by dozens of company metrics and key ratios. Once you’ve found your investment targets, seamlessly create a robust watchlist to track, compare performance over time, and prepare for your entry opportunity.

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The smartest investment decisions are made using Atom Finance. Try us for free today.

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