Inventory Card Evaluation – Execs And Cons Of This Platform

About Inventory Card

Inventory Card is a inventory and ETF analysis platform designed to make it simple to search out investments. The platform provides color-coded analysis summaries, inventory and ETF screeners, and social investing options that will help you generate funding concepts. Inventory Card isn’t as in-depth as different analysis platforms, however that may be a bonus for buyers who wish to spend money on good corporations with out entering into the weeds.

In our Inventory Card evaluate, we’ll take a better take a look at every thing this platform can do and assist you resolve if it’s best for you.

Inventory Card Pricing Choices

Inventory Card provides 4 subscription tiers: Starter, ETF VIP, Inventory VIP, and Full VIP.

The Starter plan is free and provides entry to five inventory playing cards and 5 ETF playing cards monthly. Entry to the platform’s inventory and ETF screeners is proscribed.

The ETF VIP plan prices $14.99 monthly or $149.99 per yr. It provides limitless entry to ETF playing cards, the ETF screener, and strategy-based ETF evaluations. Nonetheless, it provides no entry to inventory playing cards. 

The Inventory VIP plan additionally prices $14.99 monthly or $149.99 per yr and provides limitless entry to inventory playing cards, however no entry to ETF playing cards.

The Full VIP plan prices $24.99 monthly or $249.99 per yr and provides full entry to Inventory Card.

You may check out the Full VIP plan free for 14 days.

Inventory Card Options

Inventory and ETF Playing cards

Inventory and ETF playing cards are on the coronary heart of Inventory Card. These are basically analysis pages for particular person shares and ETFs, however they’re designed with tons of abstract statistics and color-coded graphics so you possibly can rapidly take away the important thing factors about an organization or fund.

On the high of every card, you’ll discover 6 color-coded abstract statistics. For shares, these cowl progress potential, monetary well being, technical prospects, return relative to friends, valuation, and dividends. For ETFs, the 6 metrics summarize charges, danger, technical prospects, efficiency relative to the S&P 500, valuation, and dividends.

Scrolling down the cardboard, you’ll discover a detailed overview of every firm or fund together with a listing of what Inventory Card themes that embody that asset. Then the playing cards dive into the evaluation that goes into the abstract statistics. There’s lots of element in Inventory Card, however every thing is summarized and color-coded. You by no means need to look by stability sheets or money move tables.

One of many neat visualizations that Inventory Card provides for shares breaks down the totally different sub-sectors that an organization operates in and the way a lot they’re anticipated to develop over the subsequent decade. Monetary well being metrics are damaged down into easy bar charts. Fundamental technical evaluation provides a pink/yellow/inexperienced score for indicators like shifting averages, RSI, and MACD.

The ETF playing cards aren’t fairly as distinctive and there aren’t as many visualizations. Actually, information a couple of fund’s geographic, sector, and market cap distributions is in a desk. That was shocking since even Morningstar has graphics for this kind of fund information. One useful facet is that when Inventory Card presents the highest holdings in every fund, it provides the 6 abstract statistics for every inventory in miniature. 

Inventory and ETF Screeners

Inventory Card provides inventory and ETF screeners that incorporate a few of the metrics and abstract statistics you’ll discover within the inventory and ETF playing cards.

What’s attention-grabbing about these screeners is that they primarily keep on with filtering based mostly on abstract statistics quite than onerous information. For instance, you possibly can filter based mostly on whether or not profitability is ‘good,’ ‘impartial,’ or ‘unhealthy’, however you possibly can’t enter a threshold for earnings progress. Equally, you possibly can filter based mostly on whether or not a inventory or ETF outperformed the S&P 500, however there’s no option to enter a proportion return as your filter.

This may be good and unhealthy. On the one hand, it’s simple to create broad screens that solid a large internet as an alternative of counting on arbitrary cutoffs. Alternatively, you probably have a selected funding technique, it’s onerous to construct a display that precisely matches that technique.

It can save you a vast variety of screens and save your outcomes to a watchlist.

Themes

Inventory Card teams shares and ETFs into almost 1,500 overlapping themes. These cowl every thing from 3D printing to electrical autos to breweries. The themes are nearly too particular to be useful, however you possibly can seek for a selected concept.

Inside every theme, you’ll discover a sortable checklist of shares. Every inventory is accompanied by a mini model of the 6 abstract statistics, which makes it simpler to pick doubtlessly good investments. Nonetheless, you possibly can’t kind or filter by these abstract statistics.

Inventory Card additionally has lists of high gainers and losers and shares nearing 52-week highs and lows, which will be useful for extra energetic buyers.

Social Investing

Inventory Card integrates a component of social investing throughout the platform. On inventory and ETF playing cards, you possibly can see how many individuals have seen that card, what number of have it on a watchlist, and what number of have it in a portfolio. You too can pull up a listing of probably the most broadly seen shares and ETFs.

Inventory Card additionally permits customers to make their portfolios public. There are a whole lot of portfolios that you could look by and so they’re tagged by portfolio aim (for instance, progress, earnings, and YOLO are attainable tags). The Inventory Card group additionally curates plenty of portfolios round themes like beaten-down shares, robust progress shares, and well timed shares. 

You may see every portfolio’s efficiency, its holdings, and any adjustments over the previous month. You may copy any portfolio and modify it or arrange alerts to be notified when the proprietor provides or removes holdings.

Inventory Card Customization and Format

Inventory Card lets you create limitless portfolios and watchlists. A personalised dashboard provides updates in your portfolios and watchlists, plus provides a abstract of the largest shares and funds you maintain. Total, the platform is simple to navigate, however there’s no cell app accessible presently.

Inventory Card Platform Differentiators

Inventory Card is harking back to different inventory analysis platforms like Merely Wall St and Inventory Rover that flip advanced monetary data into visualization-heavy stories. Inventory Card pays barely extra consideration to technical evaluation than both of those rivals, however provides buyers a lot much less element. The visualizations in Merely Wall St are extra detailed and include extra data, whereas Inventory Rover provides all the information wanted to create monetary fashions.

For buyers who wish to make investments round themes or concepts greater than in-depth monetary information, this method generally is a plus. The social elements of Inventory Card are additionally comparatively distinctive and will be invaluable for producing funding concepts based mostly on different customers’ portfolios.

For ETF analysis, Inventory Card competes straight with platforms like Morningstar. Inventory Card provides fewer visualizations and fewer fund information than Morningstar. Nonetheless, the consumer interface is rather more trendy, so it’s an excellent different for buyers who discover Morningstar troublesome to make use of.

What Sort of Investor is Inventory Card Greatest For?

Inventory Card is best-suited for self-driven inventory and ETF buyers preferring summarized analysis over in-depth information that they should crunch themselves. The platform makes use of color-coding and visualizations to simplify monetary, technical, and valuation information, making it simpler to search out potential investments. The inventory and ETF screeners solid a comparatively extensive internet, whereas themes and user-generated portfolios also can assist you discover new investments.

You gained’t discover in-depth worth charts or stability sheets in Inventory Card, so don’t count on to make use of this platform for detailed technical evaluation or monetary modeling. Buyers who need extra superior evaluation instruments could also be higher suited by platforms like Inventory Rover or Morningstar.