UsagesUse Case n. 43
TaglineStockSmart helps investors understand information and make decisions with the benefit of automated guidance.
Mapping LocationBoston, Massachusetts, United States
Zip Code2142
CEOSuzanne Cook
Year Founded2012
Comapny TypePrivate
Market CategoriesFinance & Investment
Revenue SourceSubscriptions
Revenue SourceUser Fees For Web Or Mobile Access
DescriptionStockSmart makes smart products with technology that high-grades and auto-combines information sets, including XBRL. StockSmart is a Mobile First company, launching a Family of Finance Apps, all designed to bring the highest-quality information to the consumer web, at a retail price point, massively democratizing the access.StockSmart boosts the inherent IQ of product sets with machine learning and smart systems in a closed loop that self corrects to assure the highest level of quality control. The StockSmart Portfolio is 'Smart' because the analysis is built in. It understands what it owns, and can make recommendations. The focus is to automate the identification of risk and deliver Portfolio Analysis at scale as a SaaS Service.The key technologies are applying aggregation and disaggregation, X-Ray portfolios, Unzip ETFs and mutual funds to see what the components are, then re-aggregate by combining with the stocks, to show what is really owned and message that out. De-risk Portfolios for individuals and professionals alike, making it much easier to be successful.