HexPoint
For self-directed investors
From first screen to portfolio conviction.
HexPoint gives self-directed investors one focused workspace to screen companies, inspect financial statements, and see how an idea fits their portfolio.
HexPoint provides research tools and market information for informational purposes only. It is not investment advice, and you are responsible for your own decisions.
One workflow
Screen companies, understand the numbers, and track what you own.
Beta access
Invited users receive Essentials access at no cost during the beta.
Start with your data
Upload a transaction CSV and begin with the investment history you already have.
Know what you own—and why it’s moving
Bring in your history, monitor performance, and see where your portfolio is exposed.
See your portfolio clearly
Track multiple portfolios, understand gains and losses, and see how your allocation changes over time.
- Valuations across multiple portfolios
- Performance and attribution views
- Sector allocation and diversification insights
Bring your broker history with you
Upload a transaction CSV to start with the investment data you already have.
- Import broker transaction CSVs
- Automatic symbol recognition and validation
- Review and import transactions in bulk
Turn an investment thesis into a screen
Find candidates, compare the numbers, and keep the criteria you care about.
Find the stocks that match your criteria
Filter companies by valuation, growth, and profitability, then save the screens you want to revisit.
- Dozens of fundamental fields for valuation, growth, and profitability
- Market data and pricing for comparing candidates
- Export results for deeper analysis
See the story in the statements
Turn income statements, balance sheets, and cash flow into visual trends you can compare over time.
- Interactive charts for income, balance sheet, and cash flow statements
- Historical trends you can compare over time
- Choose the metrics and time periods that matter
Before you request access
A few practical details about the HexPoint private beta.
Who is HexPoint for?
HexPoint is for self-directed investors who want to screen companies, study financial statements, and follow portfolio exposure in one workspace.
What happens after I request access?
We review requests as beta access becomes available. If your request is approved, we’ll email you an invitation with a secure activation link.
What does beta access include?
Invited users receive Essentials access at no cost during the beta. Features and content may change as the product evolves.
Is HexPoint investment advice?
No. HexPoint provides informational research tools and market data, not a recommendation to buy, sell, or hold any security. You are responsible for your own investment decisions.
Ready to do more with your investment data?
Request access to the HexPoint private beta.