About FactorForge

I've been a long-term, buy-and-hold investor for years — the kind who reads annual reports for fun and loses sleep over debt-to-equity ratios, not stock prices. But I kept running into the same problem: I had no good way to see my portfolio as a whole.

My holdings are spread across Vanguard, Fidelity, and Robinhood. Every brokerage shows you your own slice — returns, allocations, maybe some basic charts. None of them tell you what your portfolio actually says about you as an investor. Am I a value investor? A quality investor? Something in between? I genuinely didn't know.

The tools that could answer that question were either too simple (just returns and pie charts) or required a Bloomberg terminal and a finance degree to operate. I wanted something in between — rigorous enough to be meaningful, but built for a regular person who just wants to understand what they own.

So I built it myself. FactorForge is the tool I always wanted: upload your holdings from any brokerage, and get a clear, data-driven picture of what kind of investor your portfolio thinks you are.

FactorForge analyzes a portfolio through six evidence-based investment lenses — the same frameworks that institutional factor investors use to categorize and evaluate holdings:

• Value:Stocks trading below their fundamental worth
• Growth:Companies with above-average earnings expansion
• Quality:Financially strong businesses with stable earnings
• Momentum:Recent price and earnings trend strength
• GARP:Growth at a reasonable price — balances value and growth
• Balanced:Equal weight across all five lenses

Each holding is scored against all six lenses using fundamental and market data. Scores are sector-calibrated — a P/E ratio that signals value in utilities means something different in technology. The result is a per-holding verdict (Strong, Moderate, or Weak) for each lens, rolled up to a portfolio-level view.

The goal is to give you a clear answer to: “What kind of investor does my portfolio actually think I am?”

For a detailed walkthrough of the metrics and scoring logic, see How FactorForge Scores Your Portfolio →

Fundamental data (earnings, book value, debt, cash flow) is sourced from SEC EDGAR — the official U.S. regulatory filing database. Price and market data comes from a third-party market data provider and is used as input to factor analysis. Data is refreshed periodically; it is not real-time and may be subject to occasional delays or interruptions. FactorForge does not redistribute live quotes and is not a market data vendor.

Known limitations: data coverage varies by security type. ETF look-through analysis (seeing what's inside your funds) is available for major U.S. ETFs. International ETF sector weights are approximated. Bond and commodity funds are excluded from equity-style scoring.

FactorForge analysis is for informational purposes only and does not constitute investment advice. See our Methodology for scoring details and known limitations, and our Terms of Service for full disclaimers.

FactorForge is actively developed. On the roadmap:

• What-if simulator — see how adding or removing a position changes your factor profile
• Regime sensitivity — how your portfolio historically performs across market environments
• Saved portfolios and tracking over time (requires account)
• Full ETF look-through for all major funds

If you'd like to follow along, occasional updates are available below — low frequency, no marketing, just product news.