Accountable Finance is designed to help retail investors build and manage their portfolios using data-driven investment strategies.
We offer a library of public, quantitative strategies inspired by some of the world’s most successful investors—such as Warren Buffett, Peter Lynch, and James O’Shaughnessy. Each strategy is powered by our proprietary stock ranking engine, which combines a tailored set of financial metrics to evaluate companies and applies filters to exclude those that don’t fit the model. These strategies aren’t simply “copycat” versions of famous investors’ portfolios; they are systematic, rules-based frameworks built from the data itself.
As a user, you can:
Trade public strategies directly.
Customize or create your own strategies by selecting metrics, filters, and ranking methods that match your goals.
When you choose a strategy, you create a Plan in Accountable Finance. Each Plan provides clear Buy/Sell recommendations based on your chosen strategy and custom trading rules, helping you stay disciplined and consistent.
You can track performance in Accountable Finance by either:
Syncing your brokerage account through Plaid, or
Manually recording trades in your Plan.
Accountable Finance is not a registered broker-dealer. All trades must be executed through your own brokerage.