Research Center
Speed up investment research, provide deep portfolio analytics, and empower advisors to ‘wow’ the most analytical of clients.
- Portfolio Stats
Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more. Learn more about Portfolio Stats.
- Discovery
Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria, including the Risk Number®, GPA®, expense ratios, and more. Learn more about Discovery.
What advisors are saying
“This is the single best piece of software I have come across in 15 years of being a registered investment advisor.”
“Nitrogen helped us move over $1M in assets in the first three months. ”
“Nitrogen is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying it. ”
“Nitrogen is client suitability and ethical practices defined. ”
“Nitrogen helped me save a $650,000 client, and connect with them on a whole new level. ”
“Nitrogen really gives my clients an edge in understanding risk. It is easily the best technology I use in my practice. ”
“The Risk Number is translational for our clients. They just get it. ”
“For all you advisors thinking of using Nitrogen, DON’T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!”
“Nitrogen is such a great tool. I'm new to using it in my practice, and already can't imagine running my business without it.”
See Research Center in action
See for yourself how Nitrogen’s Research Center can help your firm document fiduciary care, attract and win clients, and protect your business.
Book a Demo
Research Center is Nitrogen’s investment research product for financial advisors. It runs daily analytics across stocks, ETFs, mutual funds, SMAs, bonds, and alternatives, and connects every result back to a client’s Risk Number, so you can evaluate portfolios and build proposals with confidence.
Discovery is Research Center’s security screening feature. Describe what you’re looking for in plain language, like “U.S. large-cap ETFs with low risk,” and Discovery searches across the investable universe to find matches.
Research Center includes portfolio statistics, risk-reward scatter plots, sector breakdowns, correlation analysis, and Stock Intersection, which reveals overlapping stock holdings across a client’s ETFs and mutual funds. Together, these views help you spot inefficiencies and explain them clearly to clients.
GPA is a metric in Research Center that measures a portfolio’s efficiency: how much return it generates for each unit of risk taken. Advisors use it to find opportunities to improve a portfolio without necessarily increasing its risk.
Nucleus is Nitrogen’s agentic AI engine, and it has direct access to Research Center’s tools. You can ask for fund comparisons, modeled performance, or a plain-English summary of the data, all from a single conversation.
No. Research Center is designed to give advisors clearer analytics for evaluating securities and building proposals. The investment decisions, and the relationship behind them, stay with you.
Research Center is part of Nitrogen’s connected suite of advisor products. It works from the same client and portfolio data as Risk Center, Income Center, and Tax Center, so every proposal you build stays aligned to the client’s Risk Number.
Book a demo or take a self-guided tour to see Research Center firsthand.