TopTier Strategy

TopTier Strategy is an investing research and portfolio analysis app that helps you evaluate companies, build model portfolios, and track your holdings all in one place. Whether you are researching a single stock or working through a broader investment strategy, TopTier Strategy provides a structured, straightforward way to organize your research and make more informed decisions. RESEARCH Search by company name or ticker symbol to access detailed research reports on publicly traded companies. Each report covers the areas that matter most to investors, including business overview, valuation, profitability, financial health, shareholder returns, growth outlook, and key financial trends. Browse stock discovery categories such as Undervalued, High Growth, Top Rated, Fundamentals, Profitable Growth, and Trending to explore new ideas. Reports are designed to be clear and easy to follow, with concise summaries and supporting detail that help you understand both the opportunity and the risks. PORTFOLIO BUILDER Build model portfolios using publicly available institutional holdings data and community portfolio sources. Select a strategy, choose a risk profile, set your target portfolio size, and receive a proposed allocation based on your inputs. From there, you can compare portfolio sources, review sector exposure, read portfolio notes, and save your builds for later. Any stock can also be added to your watchlist for continued monitoring. DASHBOARD AND TRACKING Your dashboard brings together your holdings, allocations, watchlists, daily performance, and long-term projection tools in one central view. Build portfolios manually or, for eligible accounts, connect a supported brokerage to import and sync your portfolio automatically. The dashboard makes it easy to monitor your allocations and keep your research connected to your actual holdings. WATCHLISTS AND NOTIFICATIONS Create and manage watchlists for the stocks you want to follow. Track price movement, organize your ideas, and receive notifications to stay current on activity that matters to you. ACCOUNT, BILLING, AND SUPPORT Manage your profile, subscription, billing, notifications, support requests, and legal settings directly within the app. Upgrading to Pro unlocks expanded research tools and greater portfolio-building capacity for users who want a more advanced experience. IMPORTANT DISCLOSURES TopTier Strategy is a research and portfolio analysis platform provided for informational and educational purposes only. Nothing in the app is intended as investment advice or a recommendation to buy, sell, or hold any security. TopTier Strategy is not a registered investment adviser and does not hold customer funds, execute trades, or offer brokerage or custodial services.