Built for student investment funds

Your investment record, verified.

The professional platform for student-managed funds. Track every call, analyze every position, build a permanent record that follows you to the buy side.

Create your fund → Sign in ›

The tools your fund actually uses.

📊
Google Sheets
Portfolio tracking breaks every semester.
💬
Discord
Communication with no verified track record.
📑
PowerPoint
Pitch decks disconnected from actual performance.
📁
Google Drive
Research and documents scattered everywhere.
📧
Email
Alumni connections disappear after May.
🎓
Graduation
Every year, your fund loses its memory.

Sifter replaces all of them. One platform. Everything connected. Nothing lost.

Real portfolio tracking

Your fund. Live data. Real analytics.

Import your Fidelity or Schwab CSV and get institutional-grade analytics instantly. TWR returns, benchmark comparison, sector allocation, risk metrics, and attribution. No more spreadsheets.

  • Time-weighted returns indexed to any benchmark
  • Treemap allocation view with P&L heatmap
  • Sharpe ratio, tracking error, max drawdown
Institutional-grade research

Ten tabs of analysis on any US equity.

DCF with editable assumptions, peer comparables, earnings quality scoring, competitive positioning, capital allocation analysis, technical charts, and a pre-IC checklist. All in one place.

  • DCF with sensitivity tables
  • Comparable company analysis with sector medians
  • Send any analysis directly into your pitch
Verified track records

Every call graded. Every analyst ranked.

Make market calls with target prices and deadlines. Sifter auto-scores them S through F when they expire. Your win rate, point total, and grade distribution follow you to the buy side.

  • Auto-scored calls with S–F grading system
  • Leaderboard with podium rankings
  • Stock pick and paper portfolio challenges
Institutional memory

Everything your fund creates, preserved.

Pitch decks, meeting notes, research, trade memos. All organized, versioned, and searchable in one workspace. When members graduate, they become alumni with permanent track records. The fund's institutional knowledge compounds instead of resetting every May.

  • Version history on every document
  • Alumni profiles with verified track records
  • Alumni mentorship connections

Everything in the box

All included in every plan.

  • Portfolio analytics with TWR, attribution & factor exposure
  • Research zone with DCF, comps, earnings quality & 7 more tabs
  • Pitch workspace to build investment theses from live research
  • Monte Carlo simulations & scenario stress testing
  • Stock screener with 140+ large-cap tickers
  • PDF tearsheets for your fund and any equity
  • Real-time messaging with reply threading
  • Meeting scheduler with availability heatmaps
  • AI-powered CSV import from any brokerage

Up and running in minutes

No complex onboarding. Import your data and start building your record today.

01

Create your fund

Set up your SIF in minutes. Invite your team, assign roles, define your mandate.

02

Import your portfolio

Upload holdings and transactions from Fidelity, Schwab, Vanguard, Interactive Brokers, or any broker CSV. Instant analytics.

03

Build your record

Every pitch, every trade, every return. Verified and permanent. Show recruiters what you actually did.

Simple, transparent pricing.

Individual users are always free. Students, faculty, alumni, and recruiters never pay.

Early Adopter

Free while in beta

Sign up during our beta period and pay nothing.

  • Everything included
  • No limits
  • No per-user fees
Get Started Free →

Standard

Coming soon

Pricing announced after beta. Individual users always free.

  • No per-user fees
  • No feature limits
  • Everything included
Get Started Free →

No credit card required. No commitment. Cancel anytime.

Built for every role in the fund.

Analysts

Build a track record that follows you to the buy side. Every call graded, every pitch tracked.

Sign Up →

Presidents

See your whole fund at a glance. Who's pitching, who's performing, what needs attention.

Create Fund →

Faculty

Transparent oversight without the end-of-semester scramble. Real analytics, real records.

Learn More →

Alumni

Stay connected to your fund. Mentor the next generation. Your record lives here permanently.

Reconnect →

Recruiters Coming soon

Find analysts with verified track records. Not resumes. Actual returns.

Get Notified →

Frequently asked questions

Is Sifter free?
For individual users, always. Students, faculty, alumni, and recruiters never pay. For SIF groups, Sifter is completely free during the beta period. Pricing will be announced after beta, but it will always be per-fund with no per-user fees.
What brokerages do you support?
Fidelity, Charles Schwab, Vanguard, and Interactive Brokers with instant parsing. For any other broker, our AI-powered importer automatically detects your CSV format.
Is our data secure?
Yes. Row-level security on every database table, server-side API key protection, JWT authentication, and encrypted connections. Your fund's data is only accessible to your verified members.
Can we control what's public?
Completely. You choose exactly what appears on your public page, from fully private to full transparency, with individual toggles for performance, holdings, team, and alumni.
What happens when members graduate?
They transition to alumni status. Their track record (calls, pitches, challenge results, and verified returns) is preserved permanently. They can stay connected to the fund, mentor current members, and their profile remains part of the Sifter network.
What makes this different from Koyfin or Bloomberg?
Sifter isn't a data terminal. It's a complete operating system for your fund: portfolio analytics, team collaboration, pitch workflows, competitive engagement, and alumni networking, all connected. The data embeds in your channels, the pitch decks link to portfolio outcomes, and the track records are permanent and verified.
Can we use this alongside our existing tools?
Yes. You can import from any brokerage and start with just the features you need. Most funds begin with portfolio tracking and channels, then adopt the pitch workflow and compete features over time.
How do I get my fund started?
Create an account, register your fund, and upload your holdings CSV. Your portfolio analytics are live in minutes. No sales call needed.

Ready to build your record?

Set up your fund in minutes.

Get started → Sign in ›

Questions? Reach us at admin@sifterfinance.com