New — Research engines for equities & fixed income

Your guide to
smarter investing.

Sherpa brings your whole portfolio, institutional-grade research and calm, human guidance into one place — stocks, funds, bonds and beyond. The summit is yours. The route is ours.

Start your climb — free Explore the platform

No minimums · Bank-grade security · Built in Stockholm

app.sherpa.se

One app for the whole route

Portfolio x-rayRisk scoreResearch enginesSuper investors13F trackingStock screenerThemesWatchlistsPrice alertsEconomic calendarLive marketsMonthly savingGlobal searchStocks · funds · bondsFund flowsBank-grade securitySwedish ISK

The platform

Guide. Protect.
Elevate your wealth.

Three promises, one platform. Everything Sherpa does exists to lead you up the mountain, keep you safe on the way, and get you higher than you would climb alone.

Guide

Your whole portfolio, one honest view.

Performance against MSCI World, factor exposure, currency split and every holding — rendered in calm, liquid-glass clarity. No tab-hopping, no spreadsheet stitching. Just the truth about your money, at a glance.

Tour the dashboard

Sherpa dashboard with portfolio value, performance chart and risk overview

Protect

See risk before it sees you.

A portfolio risk score, value-at-risk, concentration flags and stress scenarios — explained in plain language, not Greek letters. Sherpa spots the storm on the horizon so you can adjust the route early.

See how protection works

Sherpa holdings risk view with risk score and concentration analysis

Elevate

Never run out of good ideas.

Explore investable themes, run quant-grade screens, follow what super investors actually file in their 13Fs — and get our picks every week. Research it, then buy it, without ever leaving the trail.

Browse Discovery

Sherpa Discovery with themes, screens, super investors and weekly picks

Research

An analyst desk in your pocket.

Macro indicators, market internals, and dedicated engines for equities and fixed income. Estimates, valuation, insiders, sentiment and ownership on every stock page — the kind of desk research that used to need a Bloomberg budget.

Meet the research engines

Sherpa equity research engine with valuation and estimates

Stories from the climb

Every summit has
a first step.

Real climbs, told by the people who made them. Drag through the stories — or let the arrows lead.

Elsa, 34Stockholm

Johan, 41Göteborg

Amira, 29Malmö

Viktor, 52Uppsala

Sofia, 37Lund

Erik, 45Umeå

From three apps to one

Elsa consolidated a pension, an old fund account and her stock picks into Sherpa. For the first time, she can see her actual risk — and what she pays for it.

View more stories

New to investing