> The investing tools index.

Provides AI-powered conversational analysis of Indian stocks, options, and market trends using NSE and BSE data.

validityBase makes the history of data, signals and track records independently verifiable and helps to package data for systematic investors.

Visualizes aggregated order books and order flow for 10,000+ crypto markets across multiple exchanges with real-time heatmaps and liquidation feeds

Personal credit-research workspace that systematizes corporate-credit analysis with customizable workflows, a document archive, third-party risk checks, and AI-generated memos.

Idea capture and research scheduler that auto-organizes investment ideas so they do not get buried in your notes.

Weekly sovereign risk ratings for 50 countries — CBMSRR scores currency and monetary stability, GMVRR scores bond price vulnerability, both 0-100 on a consistent global scoring framework.

A platform that helps users launch and operate hedge funds by handling the legal, compliance, administrative, and operational infrastructure in one system. It removes the traditional high upfront cost and complexity of starting a fund.

Instantly analyze stocks using strategies modeled on Graham, Lynch, Buffett, and Akre. Gives deep insights (algorithm + AI), scores and tracks(watchlist) selected equities. Scoring system is based on 4 pillars: financials, management, predictability and technicals.

Generates custom options analytics applications from natural language prompts using AI agents and live US equity options data including chains, greeks, and flow.

Tracks real-time crude oil prices and market data using Perplexity Computer's web research capabilities.

Tracks prediction market trades, crypto whale activity, liquidations, and real-time news in a unified terminal interface.

Everything on one screen. Open-source intelligence, country risk, live conflict data, commodity markets, and a geopolitical AI — all in a single draggable workspace.

Financial data API service focused on providing structured market and fundamentals data for developers.

AI search across SEC filings, earnings transcripts, broker research, and expert calls — the umbrella platform that now includes Tegus expert calls, Canalyst models, and Sentieo.

Anonymous AI-collected insights from verified hedge-fund analysts (50+ hrs/stock) — surfaces the 'tension points' driving 12-month valuations.

Live earnings calls, transcripts, slides, filings, and analyst estimates for 14k+ public companies — mobile, web, and API.

Aggregates stock pitches, 13F holdings, and trades from elite investors and hedge funds into a searchable feed with leaderboards.

Weekly digest of activist campaigns, spin-offs, M&A, and strategic reviews across 20+ global markets — structured for fast triage.

Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.

Provides real-time institutional options flow signals, AI behavioral coaching, and a free options trading curriculum for retail traders

Explains stock and ETF research in plain English with adaptive difficulty levels, guided lessons, and paper trading for retail investors

Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.

Reverse-engineers products into component trees and supplier networks using AI to surface hidden suppliers, concentration risks, and investment signals.

Provides an LLM-agnostic agentic AI platform for private equity, private credit, investment banking, and other investment firms to automate workflows across sourcing, diligence, portfolio monitoring, and reporting.

Displays stocks trading near their 5-year lows across multiple market caps and sectors in a single sortable table

Provides AI-based financial goal planning and SIP mutual fund calculations for investment planning.

Generates AI-driven trade ideas with entry points, targets, and thesis for stocks, crypto, forex, and commodities using multi-agent analysis of filings, news, forums, and social sentiment.

Provides gap analysis, stock scanning with real-time alerts, no-code backtesting, and 20+ years of historical US equity data with premarket and intraday statistics.

Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.

Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.

Generates AI-driven stock ratings across 1,600 tickers synthesizing SEC filings, institutional flow, technicals, and sentiment with daily pre-market briefings and seven-day active idea tracking.

Generates leveraged buyout models and deal math for private equity analysis using rules-based algorithms that produce downloadable Excel outputs with working formulas in under 10 minutes.

Spawns 12 specialist AI agents to research any stock ticker across fundamentals, news, sentiment, technicals, valuation, and risk and delivers a structured report in minutes.

Visualizes earnings, cash flow, and sales alongside stock price to help investors assess valuation and fundamental quality

Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.

Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution

Aggregates healthcare-specific financial data from 125+ sources into an AI-native terminal for sector-focused research and analysis.

Centralizes investment research from emails, documents, and third-party providers into a structured workspace with AI-assisted tagging and collective intelligence tools for institutional teams.

Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models

Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investors

Provides peer-reviewed long-form investment research exclusively from buyside fund analysts at hedge funds, mutual funds, and private equity firms

Provides AI-based investment research platform with proprietary data covering accounting analysis, fraud detection, executive backgrounds, business fundamentals, and earnings calls for institutional investors.

Provides MCP server access to 800,000+ Federal Reserve Economic Data time series with built-in transformations, search, and browsing capabilities for AI assistants and developers.

Generates AI-powered bull and bear price targets around upcoming catalysts like earnings and FDA decisions for US equities and ETFs

Provides a searchable database of 10,000+ VCs, angels, and funds filterable by stage, sector, region, with contact details and cold outreach templates

Provides AI-powered investment property search, property analysis reports, and real estate data APIs covering 150M+ US residential properties with computer vision-driven renovation estimates and investment scoring.

Aggregates daily fundamental events for Indian listed stocks — filings, promoter transactions, FII/DII flows, order wins, credit ratings, M&A, concalls — into curated buckets with analyst notes.

Provides 24 curated US equity screeners, unusual options activity tracking, options flow analysis with bullish/bearish signals, and chart pattern detection across momentum, technical, dividend, and fundamental setups.

Generates composite investment scores for US equities by aggregating price momentum, insider trading, fundamentals, technical indicators, sentiment, and AI-generated analysis across nine dimensions

Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker

Provides a private investment club forum and research tools focused on mutual savings bank conversions and bank stock IPO investing opportunities.

Provides interactive technical charting, scanning, alerts, and portfolio management tools for US, Canadian, UK, and Indian equities with customizable multi-chart layouts and real-time data.

Aggregates global country statistics, economic indicators, and commodity data from sources like World Bank and USDA into searchable visualizations and comparative tools.

Provides downloadable CSV datasets covering US housing market metrics including prices, inventory, buyer/seller balance, luxury market activity, and financing trends

Provides downloadable CSV datasets and interactive dashboards covering US home values, rental prices, inventory, sales, affordability, and market forecasts at national, metro, and county granularity.

Provides alternative data scraped from the web covering store locations, job listings, product pricing, real estate listings, car inventories, and app engagement metrics across 450,000+ companies.

Provides options trade search, screening, analysis, portfolio management, and proprietary options data through a web platform and API.

Provides institutional-grade historical and real-time options data via API, including implied volatility, Greeks, full chains, and volatility surfaces across 20+ years of equity and futures options markets.

Provides sector-level margin benchmarks across 100+ industries, covering gross, operating, net, and adjusted margin metrics with detailed cost breakdowns.

Provides access to 20 million economic indicators, forecasts, and financial data for 196 countries through web platform and API

Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.

Provides stock research with historical financial ratio trends, fund holdings tracking, insider trading data, and macro-economic analysis for US equities.

Publishes SCOOP ratings predicting opening-day premiums for IPOs based on Wall Street consensus survey with 89% historical accuracy.

Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools

Provides manually transcribed historical financial data from original archives spanning 1000+ years, covering equities, bonds, commodities, exchange rates, and economic indicators with unbroken chain-linked series.

Tracks social media mentions and sentiment across Reddit, Twitter, and other platforms to surface trending stocks and crypto based on retail discussion volume.

Tracks 13F filings and portfolio holdings of 82 notable hedge fund managers and institutional investors

Provides a stock screener, real-time quotes, charts, portfolio tracking, insider trading data, and heat maps for US equities

Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.

Calculates the minimum number of trades required to validate a trading strategy's statistical significance based on win rate and risk-reward ratio

Tracks trading performance through verified broker integration and displays public leaderboard of top traders

Provides a self-hosted Python library for downloading Polygon flat-file data, building point-in-time ticker universes with adjustments, and running backtests against 1m/5m/daily bars using a declarative DSL for entry/exit conditions.

Ranks US equities by multi-horizon relative strength across 1M, 3M, 6M, and 1Y periods using systematic momentum filters backed by backtested research since 2007.

Operates an AI agent orchestration platform enabling users to build, deploy and monetize autonomous trading agents across prediction markets, DeFi protocols and on-chain venues

Provides real-time stock scanning with 65+ filters, signal detection for breakout events, streaming news & filings, and Level 2 order book data for intraday traders.

Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.

Provides stock screening, real-time corporate filing summaries, conviction scoring, FII/DII flow tracking, and AI research workflows for Indian equity markets.

Provides AI-generated SEC filing summaries, interactive charts, scenario modeling, and DCF valuation tools for US equities research.

Operates 80+ AI agents for fund distribution, advisor outreach, content production, and meeting scheduling while the team focuses on relationship-based capital introductions.

Operates a two-sided insights platform acting as counterparty for proprietary data transactions between parties.

Generates 14-section AI research reports on Nigerian Exchange (NGX) stocks covering financials, leadership, sentiment, and competitive positioning in under 5 minutes.

Generates KPI forecasts for public companies using consumer search trends, web traffic, and social sentiment data to predict earnings metrics before official releases

Deploys AI trading agents that execute continuously across crypto, equities, and commodities with user-defined risk controls and command-line oversight via messaging apps

Provides educational content on stock analysis, valuation, and portfolio management with Excel models, courses, and write-ups on asymmetric stocks

Runs a value-investing framework inside Claude that scores stocks using owner earnings yield, ROIC, FCF conversion, moat evidence, bear-case-first analysis, reverse DCF, and Half-Kelly position sizing

Provides weekly equity research reports with DCF models, comp analysis, and thesis frameworks for tech, AI, robotics, medicine, and finance stocks.

Automatically surfaces trends across years of earnings calls for companies & sectors; super-charged semantic search to find themes and innovative LLM integrations for rapid idea generation

Track SEC 8-K filings from EDGAR by ticker, CIK, or 8-K item code. Category shortcuts for earnings, exec changes, M&A, cyber incidents, bankruptcy. Returns deduped JSON with filing URL, item codes, and issuer metadata.

Tracks stock-based compensation and dilution metrics across public companies with leaderboard rankings, sector views, and company profiles.

Scans stocks in real-time for momentum signals and provides AI-generated entry and exit trade ideas with backtesting and automated execution options

Tracks revenue data for TransMedics Group (TMDX) stock with live updates.

Aggregates SEC filings, earnings transcripts, analyst ratings, institutional holdings, and global insider trades with AI-powered analysis and sub-second alerts.

AI-powered market intelligence: Stage Analysis, Earnings Call analysis, deep researches (and slide decks) with standardized prompt for 3000+ global companies, alternative data — all in one platform built for active investors.

Runs scenario analysis, sensitivity analysis, Monte Carlo simulations, and financial diligence workflows inside Microsoft Excel for investment banking and private equity deal modeling

Vibe-code options data with your coding agent. We provide infrastructure and options data - you provide the prompt!

Provides standardized financial statement data and footnotes across multiple industry templates via API and Excel add-in

Catalogs screenshots and design patterns of SaaS pricing pages for product teams building or auditing their own pricing.

Generates personalized AI-written morning briefs covering markets, sports, weather, and other selected topics delivered daily via email at a user-specified time.

Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.

Tracks companies in AI infrastructure supply chains including photonics, memory, power, cooling and custom silicon.

Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.

Provides real-time edge detection, whale tracking, Kelly position sizing, and cross-venue order execution for prediction markets including Polymarket, Kalshi, and Azuro.

Provides AI agents that research, backtest, and execute trades across equities, options, prediction markets, and tokenized assets with brokerage integration.

Generates automated discounted cash flow valuations and intrinsic value estimates for over 45,000 stocks across 60 global exchanges using public data and consensus forecasts.

Visualizes income statements, balance sheets, and cash flow statements for US public companies as interactive charts

Screens options strategies by combining fundamental, technical, and options metrics with liquidity filters and visual strike charts in a single interface.

Generates AI-powered stock briefs with buy/hold/sell signals based on valuation, growth, quality, and momentum scores for US equities

Provides on-chain pre-IPO market access through tokenized vaults for companies before public listing.

Screens nearly 4,000 Japanese equities listed on the Tokyo Stock Exchange by price-to-book, EV/EBITDA, dividend yield, net cash, and other value metrics.

Tracks real-time options flow, dark pool activity, congressional trading, Greek exposure, and unusual stock market data via web platform and API with 100+ endpoints.

Enables creation of custom equity portfolios by modifying ETF holdings, adjusting index weights, and building strategies from natural language prompts with automated rebalancing.

Tracks public X (Twitter) investment calls, verifies outcomes against price data, and simulates analyst portfolios across stocks, ETFs, crypto, and macro.

Provides real-time NAV data, comparison tools, and calculators for every Indian mutual fund and credit card available in the market

Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.

Tracks and analyzes stock trades disclosed by members of the U.S. Congress in real time using AI pattern recognition.

Combines institutional-grade market data from S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI agents to generate investment analysis, knowledge graphs, and portfolio insights for institutional investors.

Aggregates and normalizes prediction market data from Polymarket, Kalshi, and other platforms through a unified API with SQL access and bulk exports

Tracks real-time positions and performance of high-profit Polymarket wallets with AI-powered alerts and confidence scoring.

Aggregates live odds from Kalshi, Polymarket, PredictIt, ProphetX, Opinion, and Predict.fun into a unified API for cross-platform comparison, arbitrage detection, and whale tracking.

Provides an open-source AI trading agent that executes trades across equities, crypto, forex, options, futures, and ETFs using a git-style workflow with local deployment and manual approval gates.

Provides real-time weather observation data and model forecasts for trading weather derivatives on platforms like Kalshi and Polymarket

Generates continuously updated research reports on prediction markets with cited sources, probability analysis comparing model forecasts to market prices, and coverage of public and private company data via API

Tracks and analyzes trading performance by importing trades from MT5 and other brokers, journals setups, and identifies patterns that drive profitability.

Provides candlestick charts and technical indicators for stocks, crypto, FX, and commodities denominated in gold instead of fiat currency.

Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.

Analyzes SEC filings such as 10-Ks and 10-Qs with natural language queries and provides paragraph-level citations across multiple documents.

Automates due diligence, document extraction, and IC memo generation for private equity and finance workflows using AI agents trained on deal documents and data rooms.

Provides real-time stock news feed with AI sentiment and impact scoring, momentum alerts, SEC filings monitoring, and keyword-based filtering for individual equities.

Bloomberg style investment terminal with shortcuts and multiple windows.

Analyzes 10,000+ daily features per stock using AI to generate predictive scores rating probability of beating the market in 3 months, covering US and European equities and ETFs.

Provides AI research agents and quantitative signals for analyzing stocks, ETFs, crypto, and forex across 30+ global markets with institutional-grade factor models.

Generates AI-powered investment memo stress-tests by running multi-agent debates against fund mandate rules and surfacing blind spots before IC review

Generates trade blueprints by stress-testing user theses against options flow, fundamental metrics, and historical reactions across 120,000+ assets using multi-agent AI.

Extracts financial metrics and company intelligence from SEC filings using AI and provides structured APIs for income statements, balance sheets, cash flows, ratios, and 8-K events across all U.S. public companies

Provides AI-generated MoonshotScore ratings (0-100) across 9 signals for 35,000+ US stocks, with portfolio screenshot OCR analysis and daily market intelligence from 70+ vetted news sources

Provides fundamental and technical stock screeners, news, financials, and heatmaps for Indian equities with community-generated filters.

Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accounts

Analyzes 300+ market data sources including options flow, dark pool prints, SEC filings, gamma exposure, and sentiment feeds to generate trade setups with entry and exit levels through conversational AI.

Tracks large cryptocurrency transactions across 13+ blockchains in real-time and provides customizable alerts, on-chain analytics, and institutional movement monitoring via dashboard and API

Provides programmatic trading access to stocks, ETFs, options, crypto, and bonds with real-time execution, rebates on options contracts, and no commissions.

Perplexity Computer dashboard to track the "Prepper Index" - essentially, stocks tied to people prepping for the worst right now.

Aggregates crypto orderflow, orderbook heatmaps, footprint charts, volume delta, market profile, liquidations, and open interest across 20+ exchanges in real-time with desktop-class performance in browser

Provides eight integrated dashboards covering Bitcoin cycle models, options gamma exposure across Deribit/OKX/Bybit, FRED macro series, regime classification, and halal-screened equity allocation with risk parity weighting.

Visualizes aggregated order flow from limit and market orders across 10,000+ crypto markets in real-time at 60+ FPS using GPU-accelerated rendering.

Provides real-time and historical market data APIs with high-performance charting visualization for enterprise applications.

Provides unified REST and WebSocket API for crypto market data across 20+ exchanges and Polymarket prediction markets with normalized OHLCV, orderbook depth, liquidations, TPO, and trader analytics

Calculates cash-on-cash return, cap rate, monthly cash flow, and break-even years for real estate property investments before purchase.

Extracts and monitors structured data from Shopify stores and US building permits via pay-per-record tools on Apify.

Analyzes real estate properties and returns ROI breakdown, confidence score, and plain English investment verdict in seconds.

Provides AI-generated market intelligence, on-chain analytics, social sentiment, liquidation heatmaps, and non-custodial trading for 10,000+ crypto tokens across 8 blockchains.

Generates multi-model stock valuations combining DCF, Monte Carlo simulation, forensic accounting ratios, options strategy projections, and backtesting with walk-forward validation.

Runs five sequential AI agents across technical, fundamental, news, risk, and synthesis layers to generate structured crypto research notes in under 10 seconds.

Tracks relative strength momentum across 38 sectors and themes to visualize rotational shifts in market leadership for swing traders.

Provides AI-generated stock picks, swing trading signals, and automated copy-trading execution to brokerage accounts with real-time portfolio syncing.

All-in-one Stock Analysis Platform to research your trading ideas.

A global data and market intelligence platform that provides statistics, reports, consumer insights, industry forecasts, and market research across thousands of industries, companies, and economic topics. The platform aggregates data from t

A real-time trading news terminal that streams priority-graded market headlines and reads breaking news aloud through an AI audio squawk. It aggregates wire services, regulatory filings, and exchange feeds across stocks, cr

Know how any stock reacts to earnings. Historical returns, EPS patterns, and price reactions for 1,200+ companies.

AI-powered investing platform that tracks your portfolio in real time and combines market data, prediction markets, and behavioral signals to guide investment decisions without emotion.

Builds proprietary datasets, market indicators and KOL distribution — paired with marketing and engineering to take fintech products to escape velocity.

A web-based platform offering data-driven insights & rankings of U.S. stocks, powered by a proprietary algorithm.

A data infrastructure platform that provides real-time and historical financial market data through APIs, including stocks, options, crypto, and other trading instruments.

VouchAPI turns SEC filings, CIM data rooms, market intelligence, and agent reasoning into certified investment research — with source-level evidence, method gates, and cryptographic audit trails.

The World's First Options Intelligence Platform Every option insight you need, from the stocks you own to any idea you want to explore. Built around your portfolio.

An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.

An AI-powered market intelligence platform that turns plain-English prompts into live financial dashboards with charts, watchlists, and market data across stocks, crypto, and macro markets. Users can generate and customize dashboards.

Quality Investing focuses on finding the best companies in the world with incredibly strong fundamentals and durable competitive advantages, while trying to buy them at a reasonable price to achieve long-term returns with your portfolio.

Save hours reading earnings call transcripts. Get instant AI-powered summaries, ask deep questions about earnings, analyze trends, and stay ahead of market shifts.

Get institutional-grade market insights, news, and data analysis in one powerful platform.

Agentic AI systems grounded on public companies' disclosures that power leading long/short hedge funds and investment banks

AI-powered tool for equity professionals, analysts and asset managers. Drive insights from securities or bring your own data, all in one platform.

AI reviews of public companies: plain English summaries; bull and bear cases to get both sides of the story; explanation of main themes, drivers, and concerns for the quarter; KPIs and guidance analysis; charts to visualize the main points.

AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.

World's First Context-Based Stock Screener! Generate High-Conviction Ideas Screen for Net-Nets, Turnarounds, Buybacks, Insider Buys & More

Snowball 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

Search and alerts across Japanese public-company filings (TDnet/EDINET) — the Japan equivalent of SEC EDGAR.

Plain-English company descriptions for public tickers — answers "what does this company actually do?" without the marketing copy.

Modern browsing and search interface for Canadian SEDAR+ public-company filings — the Canadian equivalent of SEC EDGAR.

Retail-trader analytics platform with 150+ historical setup reports (gap fills, ORB, FVG, inside bars), AI report analysis, a daily bias screener, TradingView indicators, and automated algos across stocks, forex, crypto, and futures.

ValuationBot is an AI-powered equity analyst. It reads the reports, builds the model and presents the investment case, so you can invest with clarity without weeks of manual researc

Financial time-series and econometric analysis platform with reusable analytical objects for bond/option/convertible pricing, simulations, and macro exploration.

Track SEC insider trades, filter the noise, and find high-conviction signals backed by real money. Not hype.

Crypto Whale Trades, Liquidations, Prediction Trades and News.

One platform that turns your firm's experience into a proprietary advantage, powering how you screen, diligence, underwrite, and monitor deals.

The professional on-chain capital markets terminal that makes every tokenized asset discoverable, tradeable, and accessible to anyone with a wallet. No minimums. No middlemen. No geography.

Where fintwit hires fintwit — a hand-curated, artisanal job board and talent directory for the finance timeline.

Tracking OpenAI, Anthropic & xAI career pages via their public APIs. No scraping required.

Portrait is a personalized AI-powered investment research platform, built to help you discover, research, and monitor new investment ideas with unprecedented depth.

A crypto proprietary trading firm that funds traders after they pass a performance-based evaluation using its capital.

Delivers structured, real-time market data and context optimized for AI agents to analyze and make financial decisions.

SEC-filing intelligence platform with structured XBRL financials, real-time AI Sentinels for filing alerts, insider and 13F data, and an MCP server for AI agents.

Stock-market data API built for AI agents — financials, SEC filings, KPIs, insider trades, and analyst estimates across 17,000+ tickers and 30+ years of history.

AI Strategy Engine that turns AI-assisted research into structured trading strategies with explicit triggers and invalidation conditions, then auto-monitors them 24/7 across crypto and US equities.

Tracking private credit software loans

DirtCheapBanks helps investors screen U.S. community and regional banks, open clean tear sheets, and dig into FDIC Call Report data — without the spreadsheet pain.

Bloomberg-class equities terminal at <$100/mo — sub-100ms real-time equities, options, futures, and historicals built for traders and analysts.

Free, open-source desktop terminal in native C++/Qt — 100+ data connectors (Yahoo, FRED, IMF, Polygon), 19k+ instruments, 37 AI investor personas, and a quant suite.

Long-term value-investing workspace — custom DCF/intrinsic-value models, moat & management qualitative scoring, plus financials and analysis queues.

Fear & Greed Index score with real-time 5-component analysis. Historical backtest showing S&P 500 returns by sentiment zone, sentiment velocity tracking, sector divergence, and economic calendar. Updated live from market data.

Turns complex data, gated tools, and noisy news into instant earnings alerts, clear summaries, and a beautiful interface. A new era of effortless financial research.

AI research platform for equity analysts and PMs — screening, custom dashboards, real-time alerts, and trend tracking across filings, calls, and decks with source-linked insights.

AI financial-research assistant (YC-backed) — multi-document Q&A across thousands of filings with granular citations, instant P&L Excel extraction, and peer benchmarking.

PE due-diligence AI from ex-KKR CIO Ed Brandman — query entire virtual data rooms with source-linked answers across financial, legal, technical, and market documents.

Proactive AI agents for fundamental investors — real-time news/event monitoring, auto-updating Excel models, and second/third-order supply-chain impact analysis.

AI due-diligence platform for PE, VC, real estate, and private credit — extracts data-room files, generates memos, comparables, and red flags with confidence scores.

Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.

Deterministic AI co-pilot for private-equity due diligence — turns dataroom files into investor-ready cohort, retention, margin, and roll-forward analyses.

Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.

Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.

Real-time earnings calls, transcripts, and 45k+ investor events per year, with AI summaries, SWOT, and topic/sentiment extraction across 15k+ equities.

Natural-language data platform for financial analysts — query, visualize, and audit datasets with explainable logic trees and a built-in data marketplace.

Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.

AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.

Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.

AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.

AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.

AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.

AI 'superagent' for institutional investors — codifies your research workflow over filings, transcripts, expert calls, and alt-data.

Factual generative-AI research over filings, newswires, and presentations — KPI detector + autonomous due-diligence agents with citations.

Multi-agent AI platform for institutional equity research — Primer, Stock Catalyst, Devil's Advocate, and a Fusion copilot for hedge funds.

AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.

Automated financial models and near-real-time sell-side consensus for 4k+ companies — Excel add-in, web app, and API.

AI-native risk detection and due diligence on filings, governance, insiders, and short campaigns for institutional investors.

Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.

AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.

AI moderator that runs primary expert interviews at scale, delivering quantified time-series insights across 10k+ public and private companies.

Open-source investment-research platform with Terminal (Python), Workspace (web AI copilot), and connectors for proprietary data.

Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.

Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.

Searchable database of 17k+ paid stock-promotion disclosures, campaigns, and press releases — free per-ticker risk lookup, plus dashboards and an API for paid users.

Bastion Terminal — systematic stock evaluation, strategy portfolios, and a research newsletter for fundamental investors.

Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.

Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.

Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.

Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.

All-in-one stock research with proprietary Stock Scores, DCF fair-value calculator, and brokerage sync across 170k+ global tickers.

Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.

AI copilot for SEC filings, earnings calls, and PDFs — query in natural language with sentence-level citations.

AI workspace that generates a structured investment thesis from any ticker in minutes, with free financials and visualizations.

Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.

Unified API for trading, market data, and account access across IBKR, Fidelity, Webull, TradeStation and more.

The EDGAR you wish existed — cross-issuer search, a live filings feed, enriched 8-K/6-K exhibits, Form 4 + 13F, and email/RSS/JSON/MCP/API delivery.