Ascend Research vs Sifter Finance

Ascend Research — your research desk for the names you own. Ascend turns your portfolio into a living research operation. Write a thesis for every position, track what's working, and get a clear read on your book — grounded in real data, not noise. Research and education, not advice. Your Book See your holdings, performance, and cost basis in one place, with a true time-weighted return reconstructed from your transactions. Living Theses Write a thesis for each position with the criteria that actually matter. They resolve automatically when a company reports — green when the thesis is confirming, red when it's breaking — so you know the moment the story changes. Morning Brief A daily brief on what moved in your book and why, composed for you and ready to listen to. Earnings Coverage Calls, transcripts, financials, and a valuation sandbox for the names you follow — with the numbers visible, so you can audit them. Risk X-ray See your concentration, your sector tilt vs. the S&P, thesis risk, and upcoming earnings events — the risks hiding in your book. Ask A research assistant that knows your book. Ask about a position, a thesis, or a name you're watching and get grounded answers you can trace. Today A focused feed that surfaces what needs your attention — movers with the "why," coaching on your decisions, and new names worth a look. Built for the self-directed investor who wants to think clearly and keep score honestly. — Ascend provides research and educational tools only. It is not investment, financial, tax, or legal advice, and nothing in the app is a recommendation to buy or sell any security. You are responsible for your own decisions. Investing involves risk, including the possible loss of principal.

Sifter Finance is the mobile companion to the Sifter platform for investment groups and student-managed funds. Sign in with your Sifter account to follow your fund on the go. PORTFOLIO - AUM, day change, and performance against a benchmark - Holdings as a list, heat map, or table, with sector weights - Risk status at a glance, with a note when a holding is on watch RESEARCH - Search any US-listed stock by ticker or company name - Price charts with 1M to 5Y windows, key stats, next earnings, and analyst targets - News, market movers, and watchlists that sync with the web app CHANNELS - Real-time team chat with threads, images, and polls - Live data embeds: quote a ticker, an economic series, or your portfolio inline - Push notifications for new messages and replies DISCUSSION - A ticker-tagged board for pitches, questions, and debate with your group A Sifter account is required. Accounts are created at sifter.finance.