- 01.0Provides a library of Claude skills that automate equity research workflows including company analysis, screening, portfolio tracking, and valuation modeling.[key] downloadable Claude skills library for fundamental equity research[asset] Equities·[function] Research·added 8h ago·[via] claude skill·[indie]
- 02.0Provides dividend history, financials, and valuation data on 80,000+ stocks and funds with portfolio tracking and spreadsheet integrations.[key] dividend-focused terminal covering 80,000+ securities with spreadsheet add-ins[asset] Multi-asset·[function] Research·added 13d ago·[via] api
- 03.0Research stocks and ETFs with valuation models, editable assumptions, a stock screener, portfolio tracking and an AI research assistant.[key] Compare valuation scenarios with editable assumptions[asset] Equities·[function] Research·added 13d ago·[via] mcp
- 04.0Records investment theses and supporting evidence on a research canvas alongside screener, watchlist, and portfolio tracking to document why trades were made and how calls held up over time.[key] research canvas that timestamps evidence and thesis blocks for retrospective review[asset] Equities·[function] Research·added 3mo ago·[indie]
- 05.0Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.[key] AI-powered platform with dedicated BRVM (West African stock market) coverage[asset] Equities·[function] Research·added 3mo ago
- 06.0Provides institutional-grade stock analysis with valuation charts, portfolio tracking, earnings calendar, and screener functionality for US equities.[key] interactive charts tracking 100+ metrics including revenue, earnings, and estimates[asset] Equities·[function] Research·added 4mo ago
- 07.0Combines stock screening, fundamental research, portfolio tracking, and charting across 800+ metrics and 20 years of historical data for US equities and ETFs[key] 800+ financial metrics with 20 years of historical fundamentals[asset] Equities·[function] Research·added 4mo ago
- 08.0Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.[key] combines portfolio tracking with an academy of narrated book summaries[asset] Equities·[function] Portfolio Tracker·added 4mo ago
- 09.0Provides a stock screener, real-time quotes, charts, portfolio tracking, insider trading data, and heat maps for US equities[key] visual heat maps and pattern-recognition charts for US stocks[asset] Equities·[function] Screeners·added 5mo ago·[via] api
- 10.0Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.[key] combined research deep dives with DCF valuation models and community features[asset] Equities·[function] Research·added 5mo ago
- 11.0Snowball Analytics is a portfolio tracking and dividend analytics platform that helps retail investors consolidate brokerage accounts, monitor performance, forecast dividend income, and analyze portfolio diversification[key] Portfolio tracking and dividend analytics platform that helps retail investors consolidate broke[asset] Equities·[function] Research·added 5mo ago
- 12.0AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.
- 13.0Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.[key] S&P-CapIQ-powered global screener + 10k+ investor portfolio tracking[asset] Equities·[function] Research·added 6mo ago