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Matthew Chaplin
Picksmith is a portfolio management platform for self-directed investors in US-listed stocks. Connect your brokerages or load your portfolio by hand, then use the tools to screen stocks, compare names, track your holdings, follow market calendars and handle everyday portfolio tasks.
Matthew ChaplinFounder, Picksmith
My name is Matthew Chaplin. I’m 54, and I’ve been in and around the stock market for almost 30 years. Not as a pastime. As an obsession.
I focus exclusively on stocks: no options, no crypto, no shortcuts. I’m a medium to long-term investor, which means I’m looking for businesses worth holding, not trades worth flipping. I spent years inside the finance industry, watching how money actually moves rather than how textbooks say it should. These days I work in data analytics and process engineering, but investing never left. It’s still where a significant part of my thinking goes, and Picksmith is the natural home for that.
I never sat the CFA or any of the standard qualifications. What I have instead is three decades of skin in the game, a lot of hard-won lessons, and a deep respect for what the market can do to people who think they’ve figured it out.
That experience shapes everything about Picksmith.
For a long time I couldn’t find a place that was both honest and useful. Most tools only showed one account at a time, or buried the numbers in jargon and charts that looked impressive but didn’t help anyone actually make a decision.
I wanted something different. One place to see everything I own, across every account, with clear numbers and the tools to think things through for myself.
So I built it myself.
A few things I’ve come to believe after 30 years:
Most of the noise doesn’t matter. Markets are constantly generating information. Very little of it is signal. The hardest skill isn’t finding ideas. It’s ignoring the ones that aren’t worth your time.
Good businesses are worth waiting for. The best investments I’ve seen, and made, share a common thread: a durable edge, a clear reason to exist, and a valuation that gives you room to be wrong.
You don’t need a finance degree to invest well. Some of the sharpest investors I’ve encountered learned by doing, not by studying. What matters is curiosity, patience, and a genuine interest in understanding how businesses actually work.
Picksmith brings all your holdings into one view. Connect your brokerages through SnapTrade, including Roth and IRA accounts, or load your portfolio by hand. Then use the tools to keep it on track.
The data work behind it is automated: pipelines I built (this is where the data analytics and process engineering background comes in) that refresh prices, screens and calendars every day, so the numbers are always current.
No sponsored content. No affiliate relationships. No filler.
Brokerage connections are read-only and informational only. We use them to help you see your holdings in context with the rest of the tools. Picksmith never places trades, never manages your account, and never has permission to execute orders on your behalf.
We are still building. If something in the product feels clunky, if a tool is missing, or if you have an idea for a feature that would make Picksmith more useful, we want to hear it. Send feedback through the contact form or email support@picksmith.co. User suggestions shape what we ship next.
If that sounds like what you’ve been looking for, create a free account.
Picksmith is not a broker-dealer, investment adviser, financial planner, or trading signal service. We do not execute trades, manage portfolios, or provide personalised investment advice. Our content is general information and education: opinion and analysis for learning purposes only. Linked brokerage data is shown for your own reference and does not change that.
You should always do your own homework and, where appropriate, consult a licensed professional before making investment decisions. Past performance is not indicative of future results.
Questions, feedback, or press enquiries: support@picksmith.co or use the contact form.
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