> The investing tools index.

Provides real-time stock charts, AI analysis, earnings data, institutional investor tracking, and screening tools in a unified platform

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

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

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

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

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

Extracts and standardizes concentration-of-risk disclosures from SEC 10-K and 10-Q filings for S&P 500 companies across customer, geographic, supplier, product, and credit dimensions.

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.

A research web portal built for small-cap backtests and news/sentiment.

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.

Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.

Provides a centralized calendar, calls, estimates, actuals, and alerts for company quarterly earnings events

Provides AI-generated stock picks and trading signals through pattern recognition analysis delivered via mobile app

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

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.

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

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

Provides institutional investors with factor risk models, crowding data, and portfolio decomposition tools to isolate idiosyncratic returns and optimize construction.

Reads every SEC filing and licensed news item across ~6,800 US-listed stocks in real time, scores each 1-10 for market impact, and writes a plain-English breakdown linked to the source on sec.gov.

Generates AI research reports on NSE-listed Indian equities by reading earnings calls and annual reports, grading management and producing valuation bridges, balance-sheet scores and red-flag assessments

AI investment research platform that runs 20+ agents in parallel to analyze stocks, earnings, news and sentiment — delivering a BUY / HOLD / SELL verdict with confidence, risk, and full evidence trail.

Converts Congressional stock disclosures into algorithmic trades with predefined entries, exits, and cash positions in user brokerage accounts

Aggregates US company financials, earnings calendars, IPOs, market data, and screeners into a unified research platform with proprietary quality scoring.

Aggregates 2000+ alternative data signals including satellite imagery, hiring velocity, web traffic, insider chatter, and sentiment for user-selected stock watchlists delivered via text and email alerts.

Provides SEC 13F institutional holdings, Form 4 insider trades, and congressional disclosures through MCP and REST API with per-datapoint provenance to primary SEC filings.

Tracks preferred stocks and baby bonds with master lists, screeners, earnings alerts, yield calculators, and daily commentary on calls, redemptions, and market moves.

Delivers a personalized daily deck of overlooked US common stocks ranked by business quality, opportunity timing, and relative attention with inspectable evidence for each recommendation

Tracks dividend income, grades dividend safety, simulates DRIP compounding, and manages covered call positions for income-focused equity portfolios

AI-powered market intelligence that analyzes SEC filings and financial news for 6,800+ U.S.-listed companies.

CLI + MCP server + web dashboard for SEC EDGAR 13F institutional holdings, insider trading (Form 4), and smart-money convergence signals.

The Bloomberg Terminal for everyday investors.

Runs Monte Carlo simulations across 10,000 paths to estimate the probability a stock reaches a target return within a given time horizon

Guides investors through structured stock analysis using AI-powered research wizard covering business model, moat, management, financials, and valuation in phase-aware framework

Records 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.

Emails plain-English diffs of each new 10-K, 10-Q, and 8-K against the prior filing when SEC EDGAR posts them

Converts plain-English trading ideas into live market scans with reusable LogicBlock logic that runs continuously against real-time data

Presents SEC filing data with source tracing for each number, custom metric builder, Sankey visualizations of financial statements, and DCF simulator for US equities.

Tracks insider trading transactions in real-time and detects cluster buying patterns when multiple executives purchase the same stock within days.

Transforms SEC Form 13F filings from 8,600+ institutional managers into structured intelligence reports showing trades separated from price drift

Provides company fundamentals, interactive DCF valuation modeling, portfolio analytics with live broker sync, congressional trade tracking, and 20-year financial exports in a unified workspace.

Provides weekly stock picks, live options trading sessions, group coaching, and covered call calculators for retail investors learning income strategies.

Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability

News, charts, fundamentals, and explanations that show their work, in one place built for self-taught investors.

Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.

Tracks wheel-strategy options trading across brokers, auto-detects cycles, reconciles cost basis, and computes safe withdrawal amounts from closed-cycle premium income

Get daily IPO alerts. Know which companies are going public before they hit the market.

Builds and backtests rule-based stock strategies against historical data, then executes them via paper trading or connected brokerages

Provides stock market research tools, charting, fundamentals analysis, and guided educational content for learning investors.

Screens stocks by connecting breaking news to price momentum and sector themes, delivering real-time thematic baskets validated by technical signals and crisis-news exposure.

Generates AI-powered research summaries and visibility scores from SEC filings, earnings transcripts, and public company documents.

SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.

Analyzes SEC filings to reconstruct share structures including warrants, convertible notes, and preferred shares, scoring dilution risk for micro-cap and small-cap stocks.

Provides free access to 18M+ SEC filings since 1995 with semantic search, original financial statement viewing, and AI-powered chat analysis via Claude Code sandbox.

Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.

Provides a workspace combining live company data, AI-assisted research, and note organization for equity investors.

Runs an 8-step conviction framework on individual stocks, combining quality screens, DCF valuation, Monte Carlo scenarios, and asymmetry analysis to generate buy/sell zones with entry and exit prices.

Tracks activist short seller reports, ranks investigators by verified stock impact, and provides forensic scoring on targeted companies with real-time alerts.

Generates swipeable stock pitch cards with thesis, valuation scenarios, and source-backed analysis from SEC filings and market data

Provides quantitative coaching and consulting on factor investing strategies for equity markets, with educational factor research visualizations and Portfolio123-based systematic framework design.

Converts plain-English market questions into structured stock screens focused on recent changes like breakouts, earnings moves, and momentum shifts.

Identifies support and resistance levels, trend direction, and chart structure for individual stock tickers within Discord. Also pulls up financial statements, intrinsic value, insider activity, and deep research.

The Stories of Top Companies. A website and a podcast which details the history of the company, it's inflection points, 7 powers and 5 forces analysis all in an engaging manner. Inspired by acquired.fm generated by AI.

Provides institutional-grade equity research and analysis for self-directed individual investors through AI-powered tools

Crowdsources WhatsApp screenshots of pump-and-dump schemes targeting U.S.-listed Chinese stocks to create a public fraud database

Searches SEC 8-K filings filed since January 1st, 2025, with filters for market cap, date range, and filing type.

Searches SEC FOIA logs for requests on companies, highlighting B7A exemptions that indicate potential undisclosed SEC investigations.

Searches SEC correspondence letters and comment letters with filters for risk rating, market cap, review length, and B7A exemptions.

Generates technical analysis reports for US stocks with 15+ indicators, a 0-100 scorecard, AI pattern recognition, and sentiment scoring, exportable to PDF.

Tracks Google Trends momentum, web traffic anomalies, and financial signals across 300+ retail and consumer stocks to spot attention shifts before broader market coverage.

Generates investment thesis, financial health analysis, competitive landscape, and timing signals from SEC filings for individual stocks.

Tracks selected market voices across public channels and organizes ticker mentions and summaries into a daily research workflow

Profiles Japanese listed companies with high capital efficiency, low valuations, and cash-compounding characteristics, focusing on valuation gaps and capital allocation debates for global investors.

Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events

Generates institutional-grade visual snapshots of stock revenue, net income, and growth trends on demand

Provides 13F filing search, factor dashboards, document search, and an investing blog focused on AI infrastructure and momentum stocks for equity investors

Extracts structured data from SEC filings in real time, monitors dilution events, offerings, registrations, and compliance status, delivering proprietary datasets and alerts via API and web platform.

Aggregates equity research, investor relations, and buy-side analyst job postings across US, Canada, UK, and APAC regions with hiring analyst names

Provides AI deep-research agents, institutional fundamentals, factor models, and predictive ML signals for US stocks via a unified equity terminal.

Provides SEC filing search, AI-powered extraction, institutional holdings tracking, insider trading data, M&A intelligence, and financial data APIs with semantic research tools and MCP server integration.

Extracts financial data and metrics from SEC filings using multi-strategy AI trained on industry-specific patterns, delivering 12+ years of standardized statements, ratios, and AI-generated investment narratives.

Structures Momentum Trade Ideas, All in One Place.

Curates high-signal posts from finance Twitter into a weekly Sunday digest organized by position changes, thesis validation, ticker-grouped evidence, and thematic trends.

Enriches SEC Form 4 insider purchases with 70+ data points, AI synthesis, filterable dimensions, and tracked returns from filing date to surface high-conviction buys.

Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources

Provides standardized financials, filings, transcripts, screening, and AI-powered analysis for 4,000+ U.S. banks with bank-specific metrics spanning 20+ years.

It is an unbiased registry of what broker to use to invest in equities in almost any country in the world, with a focus on emerging/frontier markets.

Runs autonomous AI research agents that monitor portfolios, analyze earnings transcripts, track SEC filings, and deliver scheduled briefings with citations to source data.

Provides analytics and information for equity, ETF, and index options in a single interface.

Searches millions of global filings, transcripts, press releases and reports using AI-powered natural language processing to extract insights from unstructured text documents.

Provides 24 curated stock screeners covering technical, momentum, fundamental, and dividend setups with unusual options activity data and API access.

Provides institutional-grade stock analysis with valuation charts, portfolio tracking, earnings calendar, and screener functionality for US equities.

Provides a no-code platform for retail investors to build machine learning stock prediction models, run walk-forward backtests, and receive daily ranked stock picks.

Analyzes SEC filings using AI to identify red flags and investment opportunities in 10-K, 10-Q, and 8-K documents.

Synthesizes investment insights from a professional investor network into AI-powered research reports covering bull/bear cases, catalysts, and risks for individual stocks.

Aggregates real-time US and Canadian corporate filings, press releases, earnings transcripts, and insider transactions with full-text search and email alerts.

Pulls SEC filings from EDGAR, extracts structured data, redlines disclosure changes across periods, and generates cited analysis within 60 seconds of filing publication

Provides AI-powered stock analysis, company news, filings, financials, forecasts, and investor events for public companies.

Screens 10,000+ stocks daily through a 5-gate technical framework and monitors portfolio positions with real-time plain-English alerts delivered pre-market and intraday.

Aggregates alternative data on congressional trading, insider transactions, hedge fund activity, lobbying, government contracts, and corporate political contributions for equity research.

Analyzes earnings calls, SEC filings, insider trades, and news using Google Gemini AI and delivers scored summaries for S&P 500 stocks and ETFs

Combines stock screening, fundamental research, portfolio tracking, and charting across 800+ metrics and 20 years of historical data for US equities and ETFs

Delivers a continuous feed of Wall Street voice alerts covering trade ideas, equity analysis, and market notes.

Builds a complete DCF model with bear, base, and bull scenarios for US stocks in under 60 seconds using SEC filings

Provides searchable access to SEC and SEDAR+ filings, insider transactions, audit fees, stock data, earnings calls, and news with AI-driven analysis and real-time alerts for North American public companies dating back to 1997.

Builds, backtests, and deploys algorithmic trading strategies using an AI agent that researches markets, generates strategies from natural language prompts, and executes trades via broker integrations

Provides financial data, charts, and analysis on over 5,000 companies for investment decision making.

Provides stock research combining automated pattern recognition, proprietary IBD ratings, and 100+ technical indicators on customizable charts for US equities

Tracks real-time options flow, unusual activity, stock movers, and market signals in a single dashboard for active traders.

Provides REST API access to historical and upcoming earnings calendar data for NYSE and NASDAQ stocks with date-based queries, post-earnings reactions, and structured JSON responses for automated workflows.

Provides an exclusive forum for experienced microcap investors to share and discuss sub-$1B market cap companies trading on global markets

Tracks activist short selling reports in real-time, scores investigator win rates, and provides stock impact analytics across 1000+ short campaigns

Provides conversational AI investment research assistant that answers stock questions and screens for buy/sell opportunities using decades of independent research data.

Provides exchange-licensed real-time and historical options order flow, dealer exposure metrics, dark pool prints, and market data with dashboard and mobile apps.

Builds DCF models for stocks in seconds and shows what revenue growth the current market price implies

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

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

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

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.

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.

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

Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.

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

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

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

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.

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

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

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 short interest data, short squeeze rankings, and screening tools for over 16,000 stocks across NASDAQ, NYSE, AMEX, OTCBB, and Pink Sheets exchanges.

Provides a sortable database of stocks with short interest above 20 percent, displaying float, outstanding shares, and industry data across major US exchanges.

Provides comprehensive historical IPO datasets covering US and international markets from 1975-2025, including underpricing statistics, underwriter rankings, founding dates, VC-backing status, and long-run returns for academic research.

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

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.

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.

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

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.

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

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

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

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.

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.

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.

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.

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.

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

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

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

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

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.

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.

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.

ValuationBot is AI stock valuation and equity research software for public-equity investors. It reads company reports, cleans and interprets financials, builds scenario-based DCF valuations, and produces analyst-style investment cases with catalysts, risks, valuation ranges, downloadable memos, and editable Excel models. Research Desk adds always-on regional market coverage and fresh valuation-backed ideas.

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

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

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.

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.

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

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.

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

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.

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.

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

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.

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.

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.

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

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

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

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.

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

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