QuantScope PRIVATE BETA
Product Measurement Security Request access
PORTFOLIO INTELLIGENCE · RISK ANALYTICS

Every account.
One clear picture.

Bring supported brokerage accounts together, understand cash-flow-adjusted performance, and explore portfolio risk in one workspace.

Portfolio analytics · Stored credentials encrypted · Cancel anytime
TOTAL PORTFOLIO VALUE · 6 ACCOUNTS
{{ lpValueLabel }}
{{ lpDeltaLabel }}{{ lpBenchLabel }}
PORTFOLIO ——— {{ lpBenchName }} – – –
{{ s.value }}
{{ s.label }}
CONNECTS WITH YOUR BROKERAGE
{{ b.mono }} {{ b.name }}

The desk and the pocket.

The same reconciliation, the same numbers, whichever screen you check them on. These are screenshots of the running product, not mockups.

The QuantScope Overview on a laptop: total balance, day change, total return and risk level across every connected account.
The same Overview on a phone, with the balance, day change and holdings stacked in one column.
TRY IT WITHOUT AN ACCOUNT

Click through
the real thing.

Every view below is the live product running on sample data — the same tables, the same math. Switch views and see exactly what you get before you request access.

Family portfolio Fidelity · Schwab · Coinbase
SAMPLE DATA
TOTAL VALUE
$1,284,930
TODAY P&L
+$4,182
VS. S&P 500 · 1Y
+4.7%
TICKERPOSITIONVALUEWEIGHT1Y
{{ h.symbol }} {{ h.name }}{{ h.account }} {{ h.value }} {{ h.weight }} {{ h.change }}
Where the money actually is
Combined across six accounts at three brokers
{{ s.name }}{{ s.pctLabel }}
CONCENTRATION WATCH
Technology is 8 points above your target.

Most of it is NVDA and AAPL held twice — once at Fidelity, once at Schwab. Netting the duplicates changes your beta more than any trade would.

Diversification score 82 · 7 sectors · 148 positions
{{ c.label }}
{{ c.value }}
{{ c.note }}
Stress test · modelled drawdown
{{ s.name }} {{ s.value }}
MEASURED PROPERLY

Returns tell you
what happened.
Risk tells you how.

Deposits and withdrawals distort every simple return number. We reconstruct the full cash-flow history, then report time- and money-weighted return side by side — against your chosen benchmark, over every available window.

MEASUREPORTFOLIO{{ lpBenchName }}WHY IT MATTERS
{{ m.name }} {{ m.port }} {{ m.bench }} {{ m.why }}

Live in under two minutes.

{{ st.num }}
{{ st.title }}

{{ st.body }}
SECURITY

Your connections. Your control.

Connect through the SnapTrade portal or a supported direct API integration. Direct connections require you to enter API credentials, which are encrypted when stored on our server. Saved secrets are not returned in dashboard responses. Manage access in Settings.

{{ p.title }}
{{ p.body }}
PRIVATE BETA · LIMITED SEATS

See the portfolio.
Understand the risk.

Request beta access Bring every connected account into one measured view.
QuantScope © 2026
Terms & Conditions Privacy Help Contact Security Not investment advice. Analytics for informational purposes.
QuantScope
PRIVATE BETA
Back to the site
PRIVATE BETA · LIMITED SEATS

Request
beta access.

Seats are released in small batches so every connected portfolio gets reconciled properly. Tell us where you hold accounts and we will send an invite.

{{ bp.title }}
{{ bp.body }}
REQUEST AN INVITE
You are on the list.
{{ betaSentNote }}
Names only. Do not send credentials or account numbers.
{{ betaErrorText }}
Already have an account?
We check the code, then take you to create your account.
{{ betaGateError }}
 Have an access code?
Create your account
Verify your email and secure the account with an authenticator app.
Full name
Email
Password
12–128 characters; spaces and passphrases are welcome.{{ passwordStrengthLabel }}
Confirm password
I have read and agree to the Terms & Conditions, including the subscription and investment-risk disclosures. See how we handle your information in our Privacy Policy.
{{ authError }}
Already have an account?
Welcome back
Enter your password, then confirm with your authenticator.
Email
Password
{{ authError }}
New to QuantScope?
{{ verifyIcon }}
{{ verifyTitle }}
We emailed a 6-digit code to {{ authEmail }}. Enter it below — it expires in 10 minutes.
{{ verifyIntro }} Codes refresh every 30 seconds and can only be accepted once.
{{ authError }}
Didn't get it?
⌾
STEP 2 OF 2
Secure your account
Scan this QR code with your authenticator app, then enter the current 6-digit code to confirm setup.
Authenticator setup QR code
CAN'T SCAN? ENTER THIS SETUP KEY
{{ mfaManualKey }}
Authenticator code
{{ authError }}
Compatible with 1Password, Google Authenticator, Microsoft Authenticator, Authy, and other TOTP apps.
✓
Save your recovery codes
Store these somewhere safe. Each code works once if you lose access to your authenticator, and they will not be shown again.
{{ recovery }}
!Anyone with one of these codes can access your account after entering your password. Treat them like passwords.
{{ authError }}
Reset your password
Enter your account email and we'll send you a 6-digit code.
Email
{{ authError }}
Remembered it?
Set a new password
We emailed a 6-digit code to {{ authEmail }}. Enter it with your new password.
Code
New password
12–128 characters; use a unique passphrase.{{ passwordStrengthLabel }}
Confirm new password
{{ authError }}
Didn't get it?

Simple, honest pricing

Both plans include a seven-day free trial. Cancel anytime.
MOST POPULAR
{{ p.name }}
{{ p.tagline }}
{{ p.priceLabel }}
{{ p.periodLabel }}
{{ p.subPrice }}
✓
{{ feat }}
Have a private beta access code?
Log in first, then enter your friends code to activate this account without starting a subscription.
{{ accessCodeError }}
{{ accessCodeMessage }}
Terms & Conditions Privacy Contact Both plans include a seven-day free trial. Cancel any time from account settings. Not investment advice. Analytics for informational purposes.
QuantScope {{ checkoutPlanName }}
Secure subscription through Stripe
7-DAY FREE TRIAL
Try everything free for one week.
Stripe securely collects your payment method. You will not be charged today. Unless you cancel, billing begins when the seven-day trial ends.
✓ Cancel any time from account settings
✓ Card details never touch QuantScope servers
✓ Trial available once per QuantScope account
Due today$0.00
AFTER YOUR TRIAL
{{ checkoutPrice }}
{{ checkoutPeriod }}
{{ checkoutError }}
You’ll continue to Stripe Checkout to enter payment details. By starting a trial, you agree to the Terms & Conditions.
QuantScope
GET CONNECTED

Connect your brokerage

Choose your broker. We link securely — read-only by default.
{{ apiConnectError }}
Credentials are stored in this browser for local use. Use paper or test credentials while testing.
✓ {{ snaptradeConnectionStatus }}
{{ account.name }}{{ account.detail }}
Checking linked brokerages…
Opening the secure broker portal…
{{ snaptradeConnectError }}
Loading available brokerages…
{{ snaptradeBrokerError }}
{{ brokerEmptyMessage }}
{{ oauthBroker.monogram }}
Sign in to {{ oauthBroker.name }}
···
{{ oauthBroker.monogram }}
QuantScope wants to access your {{ oauthBroker.name }} account
You'll be securely redirected to {{ oauthBroker.name }} to authorize. QuantScope receives a read-only token — stored encrypted on our servers, never in your browser.
QUANTSCOPE WILL BE ABLE TO
✓ View account balances & equity
✓ View positions & transaction history
✕ Place trades or move money
{{ syncBroker.monogram }}
{{ syncHeadline }}
This usually takes a few seconds.
{{ ss.icon }}
{{ ss.label }}