Better Tools for Better Investing
A powerful investment research platform designed for you.
Use FastTrack to make smarter investments decisions & visually communicate your insights.
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple.
That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities.
Discover New Opportunities
New ideas want to be found.
Easily find the securities with the best risk/reward balance using our innovative and time tested investment spreadsheet/screener.
Clearly communicate investment ideas
Share your ideas with clients, prospects, and peers.
FastTrack’s portfolio modeling tools, investment tearsheets, and visualizations bring your ideas to life.
Take your ideas to the next level with our Excel Add-in.
Use the full power of Excel to tell your investment story. Our data is seamlessly integrated into Microsoft Excel
You’re not alone
Software is hard. Investing is hard. We’re here to help.
For 30 years we’ve trained investors, RIAs, asset managers, interns, you name it. We’re good at flattening learning curves.
All subscriptions include as needed tech support. Our North Carolina based office is open M-F 9-5 PM EST for tech support and training.