TopTier Strategy

Research the market. Build conviction. Invest with a clearer process.

TopTier Strategy helps you understand stocks, compare opportunities, build model portfolios, and organize your investments in one place.

Research stocks with more context:

• Search any stock by company name or ticker. Each stock report brings together the information investors commonly need to evaluate a company, including valuation, financial performance, profitability, cash flow, balance sheet strength, analyst expectations, earnings calls, dividends, buybacks, insider activity, and recent news. See what is driving a business, where it may be improving, and what risks deserve closer attention.

Find your next investment idea:

• Explore stocks through categories such as Undervalued, High Growth, Top Rated, Fundamentals, Profitable Growth, and Trending. Whether you are looking for value, growth, profitability, income, or companies gaining market attention, TopTier Strategy gives you a focused starting point for further research.

Compare opportunities in context:

• A stock can look attractive on its own and still be a poor fit for a portfolio. Use Portfolio Builder to explore hypothetical portfolios based on public institutional holdings data and eligible community portfolio sources. Choose a strategy, risk profile, and target portfolio size, then review the proposed holdings, allocation, sector exposure, and diversification.

Keep your investments organized:

• Easily connect your brokerage, Roth IRA, 401K, and other accounts to track everything in one place. We support Robinhood, Fidelity, Vanguard, and more! Your dashboard helps you follow portfolio value, allocations, performance, daily movement, and long term projections while keeping your research connected to the investments you actually own.

Save ideas and stay informed:

• Create watchlists for companies you own, are researching, or may want to revisit later. Organize stocks by theme, follow price movement, and receive notifications when something needs your attention.

TopTier Strategy is built for investors who want a more organized way to research stocks and think through investment decisions.

Pro access provides additional capacity for research, portfolio building, saving, and syncing within the app.

Important disclosures:

• TopTier Strategy is a stock research and portfolio analysis platform provided for informational and educational purposes only. Nothing in the app is investment advice or a recommendation to buy, sell, or hold any security.
• TopTier Strategy is not a registered investment adviser, broker dealer, custodian, or brokerage platform. It does not hold customer funds, execute trades, provide custody, or make investment decisions on your behalf. All investment decisions are your responsibility.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/