Understand the portfolio,
Beyond the ticker.
Research companies and portfolios.
Explore risk, backtests, and optimization.
Review medium and long-term allocations.
Company research meets portfolio decisions
MoatCheck has grown from a company moat research tool into a portfolio analysis workspace. Explore stored company fundamentals and prices, save target portfolios, track positions, and review risk, historical scenarios, backtests, and allocation proposals in one place.
The Advisor is designed for a configurable 30 to 365 day decision horizon. MoatCheck is educational research software: it does not connect to a broker, place orders, or provide personal financial advice. Read the methodology and data limits, or browse the open source code.
How it works
Research assets
Use the screener, stock pages, and comparison tools to review supported assets and available stored data.
Set up a portfolio
Save target weights, and optionally record holdings and average purchase prices in your account.
Explore risk and scenarios
Review optimizer outputs, historical backtests, risk measures, and disclosed benchmark stress scenarios.
Review proposals critically
Use the Advisor as a model-based research input for a 30 to 365 day horizon; inspect assumptions and decide for yourself.
What MoatCheck provides
Company research
Screen supported stocks and ETFs, review stored fundamentals, prices, company and risk scores, and available filing or RSS event summaries.
Portfolio tracking
Save target allocations and record quantities and average purchase prices to estimate market value and unrealized PnL when stored prices are available.
Portfolio Advisor
Review medium and long-term allocation proposals, turnover and cost estimates, risk comparisons, optional DCA, and scenario projections.
Optimization and risk
Explore a long-only allocation frontier, portfolio VaR/CVaR, correlations, and historical benchmark stress scenarios.
Historical backtests
Run fixed-target rebalancing experiments on available stored price history with explicit cost assumptions and drawdown views.
Research methodology
Inspect model assumptions, data sources, observation cadence, and limits alongside the analysis.
Frequently Asked Questions
What is a company moat?
A moat is a sustainable competitive advantage that protects a company from competitors. Common moats include brand strength, network effects, cost advantages, switching costs, and intangible assets like patents. The term was popularized by Warren Buffett.
Where does MoatCheck get its data?
MoatCheck primarily uses stored observations from financial-data providers. SEC EDGAR, enabled company and press RSS feeds, and optional event classification provide qualitative research context. Coverage, timing, and provider availability vary; see the methodology for details.
Is MoatCheck investment advice?
No. MoatCheck is a research tool that helps you organize and analyze public information. It does not provide investment recommendations, and you should always do your own research and consult with qualified professionals before making investment decisions.
Do I need an account to use MoatCheck?
An account is needed to save and manage portfolios and related research records. Public product information is available without an account; preferences and some workspace state may be stored in your browser.
How accurate is the data?
Data is sourced from official SEC filings and reputable financial data providers. However, you should always verify important information against primary sources before making decisions.
Who it's for
- Individual investors doing their own research on potential investments
- Value investors looking for companies with durable competitive advantages
- Finance students learning fundamental analysis techniques
- Anyone who wants structured tools for investment research without social noise
Important disclaimers
- MoatCheck is a research tool, not investment advice
- Past performance does not guarantee future results
- Always verify data against primary sources
- Consult qualified professionals before making investment decisions
Read more: Methodology & Data Sources · What is an economic moat? · How to analyze a company · Pricing power explained · Source code · Privacy Policy