Soritch

A different kind of portfolio tracker. Most apps show you how much you made or lost. Soritch explains what caused it, scores what you own, and keeps a record of why you bought each position.

Fig 0.1

Private by default

Holdings, journal entries and lessons are saved as files on your computer, behind a passcode.

Fig 0.2

Explains every move

A plain-English summary of each day, and a chart of which positions actually earned your return.

Fig 0.3

Scores what you own

A 0–100 score for any stock or ETF, broken into the parts that produced it.

Planning
new money

Tell Soritch how much you have, how long you’re investing for and which industries you care about. It picks the strongest stocks and funds in each, sizes every position, and explains the plan in plain English.

How the Planner works

Planner results for CA$10,000 across Tech, AI and Semiconductors, Healthcare and Financials, with summary stats, an AI breakdown and the picks in each industry

Planner form with an amount, time horizon, ETF and stock mix, markets and industry focus sliders

Features

Industry focusWeight up to 12 industries with sliders
Stocks, ETFs or bothLow-fee funds as a core, stocks on top
Short or long termScoring changes with your horizon

AI breakdownThe plan, its risks and next steps, explained
Pick your marketsNASDAQ, NYSE, Cboe, TSX and TSX Venture
ExportPDF report, spreadsheet or plain text

Tracking
and performance

See every account in one place. The dashboard opens with a sentence about what moved today.

Download

Portfolio screen with allocation bar, contribution to return and holdings table

Portfolio picker listing a TFSA and an FHSA with position counts and values

Features

Separate portfoliosTrack any account, separately
Daily summaryWhat moved your money, in one line
Benchmark chartPortfolio vs. cost basis vs. a market of your choice

Contribution to returnWhich positions did the work
CSV importOr add positions by hand
Passcode lockOpens only for you

Watchlists
and news

Keep separate watchlists for separate ideas. Each card shows the day, the 52-week range and the valuation at a glance, next to news about the companies you own.

Download

Watchlist of symbol cards with intraday charts, 52-week range and valuation tags

Market news screen with a top story and holdings headlines marked by sentiment

Features

Multiple watchlistsOne list per idea or sector
Valuation tagsFair P/E, Near 52W high, Mid range
Gain since addedSee how an idea played out

Holdings newsStories about what you own
Headline sentimentPositive, negative or neutral
Markets and WorldThe wider picture, one tab away

Analysis
and scoring

Run an analysis on any stock or ETF and get a score from 0 to 100, a signal, and a 7-day price range.

Download

Analytics screen for NVDA with a candlestick chart, 7-day prediction band and a composite score of 77

0.0/ 100

NVDA · Composite score

Bullish · Signal: Buy

Trend100.0
Momentum61.1
Volatility59.8
Fundamentals81.3
Sentiment62.1
Macro+0.0 pts

Features

Composite scoreFive categories plus a macro adjustment
7-day projectionTarget price with a confidence level
Score historyBuilds up with every run

Candlestick chartsWith SMA 20, 50 and 200
Key statsP/E, beta, RSI, MACD, analyst ratings

Journal
and learning

Write down why you bought. Each entry saves the chart as it looked that day and tracks the price from there. Built-in lessons cover the basics, with quizzes at the end.

Download