01
Keep flows separate
Deposits, withdrawals and trade proceeds should not be confused with market performance.
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Flux EngineTrend, momentum and volume alignment.
Pattern ReconChart and candlestick structures in context.
Wyckoff ReconAccumulation and distribution phase mapping.
BullRecon BeamRelative price position across an adaptive field.
Company RadarSix dimensions of business quality.
Valuation & EntryFair value, support and long-term bands.
Financials & Cash FlowRevenue, profit and cash generation.
Earnings & OwnershipReports, insiders and institutional activity.
Market FlowCross-asset capital rotation and market regime.
Daily RadarRanked opportunity lists refreshed from current market data.
Stock ScreenerBuild a focused universe with presets and advanced filters.Stock DirectoryExplore supported US-listed companies and public reports.
Analyst IntelligenceFollow source-verified calls and measured track records.Portfolio IntelligenceConnect performance, holdings and company context.
Features
Technical analysis
Flux EngineTrend, momentum and volume alignment.Pattern ReconChart and candlestick structures in context.Wyckoff ReconAccumulation and distribution phase mapping.BullRecon BeamRelative price position across an adaptive field.Fundamental analysis
Company RadarSix dimensions of business quality.Valuation & EntryFair value, support and long-term bands.Financials & Cash FlowRevenue, profit and cash generation.Earnings & OwnershipReports, insiders and institutional activity.Discover
Market FlowCross-asset capital rotation and market regime.Daily RadarRanked opportunity lists refreshed from current market data.Stock ScreenerBuild a focused universe with presets and advanced filters.Stock DirectoryExplore supported US-listed companies and public reports.Analyst IntelligenceFollow source-verified calls and measured track records.Portfolio IntelligenceConnect performance, holdings and company context.Portfolio intelligence
Track what you own with the same research lens.
BullRecon connects portfolio performance and allocation with the company-quality, valuation and price context already used throughout the stock research workflow.
Performance trackingBenchmark contextHoldings researchPortfolio quality
Performance
Separate investment performance from cash movement.
The portfolio workspace distinguishes percentage performance from value flows so deposits and withdrawals do not masquerade as investment returns. Selected benchmark performance can be displayed on the same chart for context.
Performance and value-flow views
Daily, monthly, quarterly and annual windows
Optional S&P 500 or Nasdaq-100 comparison
Holdings research
Keep each position connected to its company report.
Holdings combine current value, cost, return, portfolio weight, recent price history and available fair-value context. Company scores use the same current research model as the stock detail page.
Position value, cost basis and unrealized return
Compact monthly price history
Current price placed against available fair value
Portfolio context
See allocation, transactions and company quality together.
Sector allocation, a value-weighted Company Radar profile and calendar views for daily P&L and realized transactions give the portfolio a structure beyond a simple list of positions.
Sector allocation with a visual donut
Value-weighted portfolio Company Radar
Daily P&L and realized transaction calendars
How to read it
Evidence first. Labels second.
02
Weight the research
A portfolio-level company profile should reflect position sizes rather than treating every holding as equally important.
03
Use context, not verdicts
Fair value, sector exposure and company scores help organize review; none of them alone defines what a portfolio should own.
Questions
What to know before using it.
Does BullRecon connect to my broker?
The current portfolio workspace is transaction based. Users enter their positions and trades rather than granting brokerage execution access.
Why can BullRecon performance differ from a broker screen?
Platforms may use different start timestamps, cash-flow treatment, settlement rules or benchmark instruments. BullRecon separates performance from value flows to make its calculation easier to interpret.
Is portfolio fair value available for every holding?
Only when the required company inputs are available with sufficient confidence. Missing valuation inputs are shown as unavailable rather than replaced with an invented estimate.
Does portfolio intelligence provide personalized advice?
No. It organizes user-entered positions and BullRecon research data; it does not manage assets or provide personalized investment recommendations.
BullRecon workspace