TerminalValue.io_
>>manually approved · 339 tools indexed·since 2026

> The investing tools index.

44 ai agents for multi-asset investors in the index, manually reviewed and ranked by community upvotes — including Valyu - Finance, TradeOdds, WithAI. Compare features, pricing and who each tool is best for below.

|most clicked 7d:Special Situations Digest67↗·StockPrompt57↗·Tickler44↗·Superstocks39↗·Yellowbrick Investing34↗·Century Egg Credit28↗·Earnings Hub26↗·Rockwood Research23↗
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44 tools in [Multi-asset] · [AI Agents]
  1. 01.1
    Provides web search and specialized data APIs for AI agents covering SEC filings, clinical trials, patents, market data, and macro sources through a unified interface.
  2. 02.1
    Analyzes historical patterns by matching current market conditions against 30+ years of data across 2,000+ stocks, ETFs, and crypto to calculate base rates for specific moves.
  3. 03.1
    Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models
  4. 04.1
    Everything on one screen. Open-source intelligence, country risk, live conflict data, commodity markets, and a geopolitical AI — all in a single draggable workspace.
  5. 05.0
    Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.
  6. 06.0
    Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.
  7. 07.0
    Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
    [key] autonomous strategy iteration agent that designs, backtests, and refines trading strategies[asset] Multi-asset·[function] AI Agents·added 2d ago·[via] cli, desktop, mcp·[open source]·[indie]
  8. 08.0
    Generates morning briefs, meeting notes, follow-up emails, client intelligence reports, and parses statements for financial advisors using AI.
  9. 09.0
    Searches 370M+ companies with AI-powered analysis for M&A target screening, buyer search, and market research.
  10. 10.0
    Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
  11. 11.0
    Provides an AI platform for financial advisors to assist with client communications and portfolio management workflows.
  12. 12.0
    Runs 8 AI agents that independently debate stocks with data-driven analysis, price targets, and portfolio intelligence to deliver a final verdict.
  13. 13.0
    Provides country risk scores, sovereign ratings, and AML/ESG assessments for 200 countries with AI-powered workflows and API access
  14. 14.0
    Analyzes over 1,000 global financial instruments using proprietary computer models to generate pattern recognition, technical indicators, and AI-written market commentary across stocks, bonds, commodities, and currencies.
  15. 15.0
    Provides AI-powered stock, ETF, and fund analysis with theme-based discovery, market alerts, and an AI assistant for research guidance across global markets.
  16. 16.0
    Combines 15 smart money signals into a single live directional bias indicator for TradingView and generates PineScript strategies from natural language descriptions.
  17. 17.0
    Generates and edits Excel spreadsheets from natural language prompts using AI agents trained for financial modeling and spreadsheet automation
    [key] formula-driven outputs with cell-level auditability and native Excel plugin[asset] Multi-asset·[function] AI Agents·added 13d ago·[via] desktop, cli, api
  18. 18.0
    Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.
  19. 19.0
    Provides AI-assisted trading workflow covering research, order structuring, and execution across equities and options with natural language prompts and institutional-grade API infrastructure.
  20. 20.0
    Provides a managed vector database for semantic search, recommendations, and RAG workflows at production scale
  21. 21.0
    Provides an AI agent that reads documents, transcribes meetings, updates client records, analyzes portfolios, and fills forms for wealth management practices.
  22. 22.0
    Screens stocks, ETFs, and bonds daily using AI-powered Graham-Buffett value investing criteria to identify undervalued picks across NYSE, NASDAQ, and AMEX.
  23. 23.0
    Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
  24. 24.0
    Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
  25. 25.0
    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.
  26. 26.0
    Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.
  27. 27.0
    Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
  28. 28.0
    Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
    [key] AI agent that turns ideas into executable, auto-refreshing investing playbooks[asset] Multi-asset·[function] AI Agents·added 20d ago·[via] api, mcp, claude skill
  29. 29.0
    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
  30. 30.0
    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.
  31. 31.0
    Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.
  32. 32.0
    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
  33. 33.0
    Operates 80+ AI agents for fund distribution, advisor outreach, content production, and meeting scheduling while the team focuses on relationship-based capital introductions.
  34. 34.0
    Deploys AI trading agents that execute continuously across crypto, equities, and commodities with user-defined risk controls and command-line oversight via messaging apps
  35. 35.0
    Provides AI agents that research, backtest, and execute trades across equities, options, prediction markets, and tokenized assets with brokerage integration.
  36. 36.0
    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.
  37. 37.0
    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.
    [key] git-style trading workflow (stage, commit, push) with approval gates before execution[asset] Multi-asset·[function] AI Agents·added 1mo ago·[via] mcp·[open source]·[indie]
  38. 38.0
    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
  39. 39.0
    Provides AI research agents and quantitative signals for analyzing stocks, ETFs, crypto, and forex across 30+ global markets with institutional-grade factor models.
  40. 40.0
    Generates trade blueprints by stress-testing user theses against options flow, fundamental metrics, and historical reactions across 120,000+ assets using multi-agent AI.
  41. 41.0
    Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accounts
  42. 42.0
    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.
  43. 43.0
    Provides AI-generated stock picks, swing trading signals, and automated copy-trading execution to brokerage accounts with real-time portfolio syncing.
  44. 44.0
    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.
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