Sifter — The Operating System for Your Student Investment Fund

Your fund's work lives in tools that weren't built for it.

Portfolio

Sifter imports from your broker. TWR, alpha, risk metrics. Live and automatic.

Your fund has a spreadsheet.

Chat

Sifter channels know what AAPL is. Live quotes, FRED data, portfolio embeds.

Your fund has a group chat.

Research

Sifter has DCF, comps, earnings, and seven more tabs on any US equity.

Your fund has Google Drive.

Decks

In Sifter, slides build from live portfolio data, DCF models, and FRED charts.

Your fund has PowerPoint.

Track records

Sifter scores every call and ranks every challenge. Yours forever.

Your fund has... nothing.

Alumni

Sifter keeps profiles permanent. Alumni channels. A network that lasts.

Your fund loses people every May.

Sifter replaces all of them.

Portfolio

Institutional-grade analytics. Not a spreadsheet.

Import your broker CSV into Sifter. TWR, benchmarks, sector allocation, risk metrics. Live instantly. Monte Carlo simulations. PDF tearsheets. Stop rebuilding the tracker every semester.

Research

Ten tabs of analysis on any US equity.

Sifter gives you DCF, peer comps, earnings quality, competitive positioning, capital allocation, and more. One place to build a complete thesis.

Channels

Real-time messaging with live data embeds.

In Sifter, type /ticker AAPL for live quotes, /fred GDP for macro data, or /portfolio to share fund metrics. Discussion next to the data.

Workspace

Build investment decks from live data.

Drag in holdings, DCF models, FRED charts. Slides update automatically. Present directly or export to PPTX.

Your resume says "Student Investment Fund." So does everyone else's.

You pitched stocks and managed real money. In an interview, all you have is a story. Sifter gives you the proof.

A record that's yours. It doesn't expire.

Every call scored. Every pitch tracked. A profile you take wherever you go next. Yours forever.

Your work doesn't disappear when you graduate.

Everything you build in Sifter stays with you. Your record, your research, your alumni access. The next class inherits what you left behind.

You're not just in a fund. You're in a network.

Sifter connects funds across universities. Compete against other SIFs. Compare portfolios. Build a profile beyond your campus.

Up and running in minutes.

01

Create your fund on Sifter

Set up your fund in minutes. Invite your team, assign roles, set your mandate.

02

Import your portfolio

Upload from Fidelity, Schwab, Vanguard, Interactive Brokers, or any broker CSV. Sifter analytics are live instantly.

03

Build your record

Every pitch, every call, every return. Tracked and verified in Sifter. Permanent.

Frequently asked questions

How is Sifter different from Bloomberg or Koyfin?

Those are data terminals. Sifter is the operating system: portfolio, messaging, pitches, competitions, alumni. All connected. They give you data. Sifter runs your fund.

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.

What happens when members graduate?

They transition to alumni status with a permanent, verified track record. Every call, pitch, and return attributed to them. They stay connected to the fund and their profile remains part of the Sifter network.

What brokerages do you support?

Fidelity, Charles Schwab, Vanguard, and Interactive Brokers with instant parsing. For any other broker, our importer automatically detects your CSV format.

How do I get my fund started?

Create an account, register your fund, and upload your holdings CSV. Portfolio analytics are live in minutes. No sales call needed.

The operating system for your student investment fund.