DEMO BUILD: You're getting an exclusive early look at our project. Stay tuned for the full release!

RIA SimpleVisor
From the Portfolio Managers at Real Investment Advice (RIA)

Stop renting your future.
Start owning it.

Built by the team at Real Investment Advice (RIA) for the generation that's done paying everyone else first. Institutional-grade research and proprietary model portfolios — without the $24,000 terminal fees.

PLATFORM_OVERVIEW.MP4REAL INVESTMENT ADVICE · 2026

Trusted by individual investors, advisors & institutions across the U.S.

A product of Real Investment Advice (RIA)SEC-Registered Investment Adviser

REAL INVESTMENT ADVICE · DAILY EDITION · TUESDAY, JUNE 23

The Real Investment Show

New EpisodeJun 22, 2026Watch on YouTube

6-20-26 Candid Coffee - Beyond Protection: What Life Insurance Can Do for You

Life insurance is one of the most misunderstood tools in financial planning.

Hosted by Lance Roberts

Weekly Edition · Best of the Week

What we watched this week

Full Shows

Podcast

The Lance Roberts Show

The same daily market analysis from the Portfolio Managers at Real Investment Advice (RIA), on every podcast app.

New episodes every weekday. Subscribe on your favorite platform to never miss one.

The Problem

Every dollar’s already spent before you see it.

Housing. Cars. Software. Streaming. Buy-now-pay-later groceries. Wealth tools that cost more than your rent. Your paycheck arrives already promised to someone else.

You rent everything

Apartment. Car payments. Software subscriptions. Streaming. Even your groceries come on Klarna installments now. You don't OWN anything — and what little you do is leveraged against the next paycheck.

Time you don't have

Between work, family, rent, and the next bill, you can’t read 100-page annual reports or screen 17,000 securities yourself. The serious research tools assume you can. Most "easy" tools are too shallow to be useful.

Real research is gated

Bloomberg terminals cost roughly $24,000 a year. The free tools retail investors get are toy versions, built to keep you trading. The professional analysis sits behind firewalls only institutions can afford.

The Way Out

Research like a pro.
Pay like a person.

Institutional-grade research tools, built for self-directed investors.

01 · Transparency

Total transparency. Zero black boxes.

See exactly what goes into the Real Investment Advice (RIA) model portfolios — every holding, every weight, every rotation. No proprietary algorithms hiding the logic. You see the moves, then you decide what to do with them.

Model portfolio — illustrative

02 · Risk

Visualize the risk before you take it.

Risk-range analytics show probabilistic support and resistance zones for any position. Factor-exposure scoring helps you understand how a trade fits your existing portfolio before you take it.

Risk range — illustrative

03 · Discovery

Screening that makes sense.

Filter the universe of stocks, ETFs, and funds against the same criteria institutional analysts use. Save your screens. Get alerts when new matches appear.

Saved screen — illustrative

SymbolSectorP/EChg

04 · Education

Plain English. Always.

Every metric has a one-line explanation. Every chart has a "why this matters" note. Built for people who want to actually understand what they own — not just click buy and hope.

Fundamentals — illustrative

Revenue
Free Cash Flow
Gross Margin
P/E Ratio?

What is P/E Ratio?

How much investors are paying for $1 of a company’s earnings. A higher ratio means investors expect stronger growth.

Pricing

Three plans. Pick the one that fits.

Start free. Upgrade when you’re ready. Cancel any paid plan anytime.

Free

$0forever

Browse the market. No card required.

Get started free

Includes

  • Market data and quotes
  • News and daily briefings (read-only)
  • Watchlists (browse-only)
  • Stock screener (basic)

Monthly

$29.99/month

Perfect for getting started with professional analytics.

Start Monthly

Includes

  • 7-day free trial
  • Up to 10 portfolios
  • Market data and quotes
  • AI-powered insights
  • Advanced charting tools
  • Stock screener access
  • Daily market briefings
  • Email support
Most Popular

Annual

Save 30%
$249/year after trial

Start with a 30-day free trial. Best value for committed investors.

Start Annual

Includes

  • 30-day free trial
  • Everything in Monthly
  • Up to 10 portfolios
  • Priority AI processing
  • Advanced attribution analysis
  • Factor analysis tools
  • Risk analytics suite
  • Priority email support

Secure payments through Stripe. SimpleVisor is a product of Real Investment Advice (RIA), an SEC-Registered Investment Adviser.

What’s Inside

Built for how serious people actually research.

Free unlocks the basics. Monthly or Annual unlocks the toolkit the Real Investment Advice (RIA) research desk uses internally.

Free forever

Market data

Prices, sector heat maps, daily movers.

News & daily briefings

Curated by the Real Investment Advice (RIA) research desk.

Watchlists

Save symbols and follow their prices (browse-only).

Basic stock screener

Filter the universe by sector, market cap, and fundamentals.

Calendar

Earnings, dividends, and economic data releases.

With Monthly or Annual

Portfolios

Track up to 10 portfolios with attribution analysis, factor exposures, and risk metrics.

Risk Range

The Real Investment Advice (RIA) position-sizing methodology — see expected ranges for any ticker.

AI insights

Plain-English summaries of fundamentals, technicals, and news on any ticker.

Advanced screeners

Save complex screens and get alerts on new matches across 17,000+ securities.

Sector rotation

Identify shifts in sector leadership and laggers.

Strategy + backtesting

Codify your rules and test them against historical data.

Signal Spy

Alerts for technical and fundamental shifts on your watched names.

Super Investors

13F filing tracker — follow institutional positioning.

DIY model portfolios

Build and benchmark your own model portfolios.

Daily briefings

Market research and analysis from the Real Investment Advice (RIA) team.

Your future, owned.

Start free. Upgrade when you’re ready. Cancel any paid plan anytime.

Get started free