Platform

A complete investing platform —
from research to income

Wealth Engine combines stock and ETF research, portfolio tools, income analysis, scoring systems, and market intelligence into one unified workflow.

Whether you're building a long-term portfolio, analyzing ETFs, researching stocks, or generating income with options, Wealth Engine provides the data, scoring, and structure to invest with confidence.

One platform. Four investing workflows.

Wealth Engine is organized around how self-directed investors actually work — from discovery to portfolio management to income generation.

1

Research securities

2

Build and analyze portfolios

3

Generate income opportunities

4

Monitor markets and performance

Research

Research stocks and ETFs with institutional-grade depth

Stock Research Pages

Deep analysis for every stock in one place:

  • Financials and fundamentals
  • Options chains and income metrics
  • Dividend history and yield stats
  • Intrinsic value and price analysis
  • Technical levels and trend context
  • Analyst consensus and targets
  • News sentiment integration
  • Historical scoring

Everything you need to evaluate quality, value, and income potential.

Stock Research — NVDA fundamentals, chart, and company data

ETF Research Pages

Full transparency into ETF structure and exposure:

  • Holdings breakdown
  • Sector and geographic allocation
  • Concentration metrics
  • Performance history
  • Yield and cost data
  • ETF comparison stats
  • Overlap analysis integration

Understand what you actually own.

ETF Overlap Analyzer — SPY vs QQQ comparison
Scoring

Transparent scoring across every investment

Wealth Engine applies multiple independent models to evaluate securities and opportunities.

Confidence Score

Unified 0-100 rating combining all models.

Trend Score

Directional strength and technical stability.

Zone Score

Price positioning vs historical ranges and support/resistance.

Put-Seller Score

Income premium quality and probability profile.

Health & Quality Scores

Fundamental strength and stability metrics.

Intrinsic Value Model

Estimated fair value vs current price.

Every score is visible, explainable, and historically tracked.

Portfolio

Build, analyze, and track portfolios with structure

Core Portfolio Builder

Personalized ETF allocation engine:

  • 14-question assessment
  • Risk tolerance modeling
  • Time horizon alignment
  • Income vs growth weighting
  • Portfolio archetypes
  • Phased build strategies

Generate a diversified long-term allocation plan.

Core Portfolio Builder — allocation results and ETF breakdown

Portfolio Tracking

Connected portfolio analytics:

  • Brokerage integration (SnapTrade)
  • Performance tracking
  • Income tracking
  • Allocation monitoring
  • Exposure analysis
  • Drift detection

See your entire portfolio in one system.

Portfolio Tracking

Portfolio Assistant AI

Conversational portfolio analysis:

  • Ask allocation questions
  • Evaluate diversification
  • Explore adjustments
  • Understand exposures
  • Scenario discussions

AI-assisted portfolio insight on demand.

Portfolio Assistant AI — conversational portfolio analysis

Exposure & Overlap Tools

  • ETF Overlap Analyzer — Measure shared holdings across ETFs
  • Stock Exposure Tracker — See portfolio concentration by company

Avoid unintended concentration risk.

ETF Overlap Analyzer — SPY vs QQQ shared holdings analysis
Income

Identify and evaluate income opportunities

Put Options Scanner

Market-wide scan for cash-secured put opportunities ranked by Wealth Engine scores.

Put Option Scanner — market-wide options scan sorted by ROC

Put Income Leaderboard

Top income candidates by:

  • Yield on capital
  • Probability profile
  • Duration
  • Risk metrics
Put Income Leaderboard — top income candidates ranked by annual ROC

Daily AI Put Analysis

Full 5-step evaluation pipeline:

  • Market regime
  • Trend alignment
  • Strike selection
  • Premium quality
  • Risk context

Systematic income selection — not guesswork.

Daily AI Put Analysis — performance tracker and pick cards
Market Intelligence

Context that informs decisions

Market Intelligence Dashboard

  • VIX and volatility regime
  • Fear & Greed indicators
  • Market trend context
  • Risk environment signals
Market Intelligence — VIX, Fear and Greed, indices, commodities

Market Calendar

  • Earnings dates
  • FOMC / Fed events
  • Market holidays
  • Key macro events

Stay aware of timing and conditions.

Market Calendar — earnings, FOMC events, and market holidays
Rankings

Discover high-quality opportunities faster

Stock Quality Rankings

Fundamental strength leaders.

Stock Value Rankings

Undervalued relative to intrinsic value.

Income Rankings

Top option income opportunities.

Find candidates in seconds.

Quality Rankings — stocks scored and graded by financial health
Education

Learn the system behind the tools

Education Center includes:

Getting started guides
Income strategy explainers
Portfolio construction principles
Platform walkthroughs
Financial glossary

Understand both investing and Wealth Engine methodology.

Everything connected in one workflow

Most investors use separate tools for research, ETFs, options, and portfolios. Wealth Engine unifies them.

Research→Scoring→Portfolio→Income→Tracking
One data model
One scoring framework
One portfolio view
One investing system

Explore the full Wealth Engine platform

Build portfolios, research investments, and generate income in one unified system.

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