- 01.7Provides AI-powered conversational analysis of Indian stocks, options, and market trends using NSE and BSE data.[key] chat interface for Indian equity and options analysis[asset] Equities·[function] AI Agents·added 21d ago
- 02.5Idea capture and research scheduler that auto-organizes investment ideas so they do not get buried in your notes.[key] Auto-schedules ideas for vetting[affiliated]·[asset] Equities·[function] AI Agents·added 1mo ago
- 03.1Provides web search and specialized data APIs for AI agents covering SEC filings, clinical trials, patents, market data, and macro sources through a unified interface.[key] unified API for web search + proprietary sources (SEC, patents, trials, macro)[asset] Multi-asset·[function] Data APIs·added 1d ago·[via] mcp, api
- 04.1Provides AI-generated stock picks and trading signals through pattern recognition analysis delivered via mobile app[key] AI pattern recognition for trade recommendations[asset] Equities·[function] AI Agents·added 11d ago·[via] mobile
- 05.1Analyzes 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.[key] matches 17 market conditions against 30+ years of history to show outcome probability[asset] Multi-asset·[function] Research·added 12d ago·[via] mcp, api
- 06.1Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models[key] frontier AI agents running on client's own cloud with firm-specific ontology[asset] Multi-asset·[function] AI Agents·added 19d ago
- 07.1Generates custom options analytics applications from natural language prompts using AI agents and live US equity options data including chains, greeks, and flow.[key] AI agent builds working options tools from plain English descriptions in under a minute[asset] Derivatives·[function] AI Agents·added 1mo ago·[via] desktop
- 08.1Everything on one screen. Open-source intelligence, country risk, live conflict data, commodity markets, and a geopolitical AI — all in a single draggable workspace.[key] From zero to full situational awareness in under a minute.[asset] Multi-asset·[function] Macro Data·added 1mo ago
- 09.1Anonymous AI-collected insights from verified hedge-fund analysts (50+ hrs/stock) — surfaces the 'tension points' driving 12-month valuations.[key] Largest DB of anonymous buyside debate points, AI-synthesized[asset] Equities·[function] AI Agents·added 1mo ago
- 10.1AI-native risk detection and due diligence on filings, governance, insiders, and short campaigns for institutional investors.[key] Plainview risk-detection + short-campaign tracker[asset] Equities·[function] AI Agents·added 1mo ago
- 11.0Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.[key] natural language Excel model building with transparent formula review[asset] Multi-asset·[function] AI Agents·added 2h ago
- 12.0Provides 13F filing search, factor dashboards, document search, and an investing blog focused on AI infrastructure and momentum stocks for equity investors[key] combines 13F search with AI-focused equity research and factor dashboards[asset] Equities·[function] Research·added 5h ago·[indie]
- 13.0Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.[key] HeyFinn combines research, monitoring, modeling, and institutional memory into a single AI analyst for professionals[asset] Multi-asset·[function] Research·added 1d ago
- 14.0Multi-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 1d ago·[via] cli, desktop, mcp·[open source]·[indie]
- 15.0Generates morning briefs, meeting notes, follow-up emails, client intelligence reports, and parses statements for financial advisors using AI.[key] built by RIA founder who scaled firm to $2B[asset] Multi-asset·[function] Operations·added 1d ago
- 16.0Provides AI deep-research agents, institutional fundamentals, factor models, and predictive ML signals for US stocks via a unified equity terminal.[key] AI deep-research agents + factor backtesting + predictive analytics[asset] Equities·[function] Research·added 1d ago
- 17.0Provides 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.[key] MCP server exposing 32 research tools across filings, 13F, 13D/G, news, fundamentals[asset] Equities·[function] Research·added 2d ago·[via] mcp, api
- 18.0Extracts 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.[key] industry-aware AI extraction directly from SEC filings[asset] Equities·[function] Research·added 2d ago·[via] api
- 19.0Enriches SEC Form 4 insider purchases with 70+ data points, AI synthesis, filterable dimensions, and tracked returns from filing date to surface high-conviction buys.[key] AI-generated 6-section research report per insider purchase with live performance tracking[asset] Equities·[function] Research·added 3d ago
- 20.0Provides standardized financials, filings, transcripts, screening, and AI-powered analysis for 4,000+ U.S. banks with bank-specific metrics spanning 20+ years.[key] bank-specific metrics like NIM, deposit quality, and capital ratios instead of generic equity ratios[asset] Equities·[function] Research·added 3d ago·[via] GPT, mcp
- 21.0Runs autonomous AI research agents that monitor portfolios, analyze earnings transcripts, track SEC filings, and deliver scheduled briefings with citations to source data.[key] Pre-built autonomous agents that run on schedules and email/Discord/text results[asset] Equities·[function] AI Agents·added 4d ago·[via] api
- 22.0Executes trades on Hyperliquid via an AI agent that follows user-written or forked strategies, running continuously with visible decision-making.[key] AI agent learns from past trades and market conditions to adapt strategy execution[asset] Crypto·[function] AI Agents·added 4d ago
- 23.0Provides AI-powered trading indicators and portfolio tools for crypto perpetual futures, centered on the Hyperliquid exchange[key] personalized indicators via user questionnaire for top-1% trading style[asset] Crypto·[function] Trading Infrastructure·added 5d ago
- 24.0Searches 370M+ companies with AI-powered analysis for M&A target screening, buyer search, and market research.[key] AI agents rank strategic buyers, targets, and financial buyers across 370M companies[asset] Multi-asset·[function] Research·added 5d ago
- 25.0Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.[key] AI Q&A lets you query trading data in plain English and add results to custom dashboards[asset] Multi-asset·[function] Portfolio Tracker·added 5d ago
- 26.0Provides an AI platform for financial advisors to assist with client communications and portfolio management workflows.[key] AI assistant purpose-built for registered investment advisor workflows[asset] Multi-asset·[function] AI Agents·added 5d ago
- 27.0Provides a no-code platform for retail investors to build machine learning stock prediction models, run walk-forward backtests, and receive daily ranked stock picks.[key] no-code ML model builder with 750+ trainable features and daily AI picks[asset] Equities·[function] AI Agents·added 5d ago
- 28.0Analyzes SEC filings using AI to identify red flags and investment opportunities in 10-K, 10-Q, and 8-K documents.[key] AI-powered analysis of SEC filings with red flag detection[asset] Equities·[function] Research·added 5d ago
- 29.0Synthesizes investment insights from a professional investor network into AI-powered research reports covering bull/bear cases, catalysts, and risks for individual stocks.[key] Research backed by collective insights from $250bn AUM investor network[asset] Equities·[function] Research·added 5d ago
- 30.0Runs 8 AI agents that independently debate stocks with data-driven analysis, price targets, and portfolio intelligence to deliver a final verdict.[key] multi-agent debate system with 8 AI personas analyzing each stock independently[asset] Multi-asset·[function] AI Agents·added 6d ago
- 31.0Provides country risk scores, sovereign ratings, and AML/ESG assessments for 200 countries with AI-powered workflows and API access[key] 4 quantitative risk models (sovereign, ESG, AML, supply chain) updated monthly[asset] Multi-asset·[function] Macro·added 6d ago·[via] api
- 32.0Pulls SEC filings from EDGAR, extracts structured data, redlines disclosure changes across periods, and generates cited analysis within 60 seconds of filing publication[key] word-level redlines across filing periods with materiality scoring[asset] Equities·[function] Research·added 7d ago
- 33.0Provides AI-powered stock analysis, company news, filings, financials, forecasts, and investor events for public companies.[key] AI-powered stock analysis combining news, filings, and forecasts[asset] Equities·[function] Research·added 9d ago
- 34.0Analyzes 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.[key] proprietary timing arrays & reversal system for cyclical pattern analysis[asset] Multi-asset·[function] Research·added 10d ago
- 35.0Provides AI-powered stock, ETF, and fund analysis with theme-based discovery, market alerts, and an AI assistant for research guidance across global markets.[key] integrated suite of five AI tools (StockZee, FundZee, ThemeZee, SignalZee, Zeena)[asset] Multi-asset·[function] Research·added 10d ago
- 36.0Combines 15 smart money signals into a single live directional bias indicator for TradingView and generates PineScript strategies from natural language descriptions.[key] Auction acceptance filter that validates price moves holding value post-trigger[asset] Multi-asset·[function] Trading Infrastructure·added 11d ago·[via] extension
- 37.0Generates 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 12d ago·[via] desktop, cli, api
- 38.0Provides 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.[key] AI-powered search across 28 years of SEC & SEDAR+ filings with cited results[asset] Equities·[function] Research·added 12d ago
- 39.0Builds, 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[key] agentic AI (Aurora) generates trading strategies from plain English prompts[asset] Equities·[function] AI Agents·added 12d ago
- 40.0Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.[key] centralized AI knowledge hub indexing firm's private data + live market data[asset] Multi-asset·[function] Research·added 12d ago·[via] api
- 41.0Provides AI-assisted trading workflow covering research, order structuring, and execution across equities and options with natural language prompts and institutional-grade API infrastructure.[key] natural language order structuring for complex multi-leg trades with MCP integration[asset] Multi-asset·[function] AI Agents·added 12d ago·[via] mobile, mcp, api
- 42.0Provides a managed vector database for semantic search, recommendations, and RAG workflows at production scale[key] serverless vector database with 99.95% uptime SLA and sub-50ms query latency[asset] Multi-asset·[function] Data APIs·added 12d ago·[via] cli, api
- 43.0Provides AI-native consolidated portfolio reporting, due diligence management, liquidity forecasting, and document retrieval for private markets investors with an agentic chat interface.[key] agentic document chat (Laila) searches across all investment docs with sourced answers[asset] Private Markets·[function] Portfolio Management·added 12d ago
- 44.0Provides real-time stock charts, AI analysis, earnings data, institutional investor tracking, and screening tools in a unified platform[key] combines real-time charts, AI analysis, and institutional tracking in one free platform[asset] Equities·[function] Research·added 12d ago
- 45.0Provides an AI agent that reads documents, transcribes meetings, updates client records, analyzes portfolios, and fills forms for wealth management practices.[key] automatically extracts client data from documents and meeting transcripts to update CRM records[asset] Multi-asset·[function] AI Agents·added 13d ago
- 46.0Screens stocks, ETFs, and bonds daily using AI-powered Graham-Buffett value investing criteria to identify undervalued picks across NYSE, NASDAQ, and AMEX.[key] AI-ranked top 5 picks daily with confidence scores before market open[asset] Multi-asset·[function] Screeners·added 13d ago·[via] api
- 47.0Simulates a 20-specialist board that debates investment deals from risk, legal, financial, operations, strategy, and market angles and generates IC-ready documents.[key] 20 AI specialists debate every deal angle before committee[asset] Private Markets·[function] AI Agents·added 14d ago
- 48.0Provides conversational AI investment research assistant that answers stock questions and screens for buy/sell opportunities using decades of independent research data.[key] conversational AI interface to Zacks proprietary research database[asset] Equities·[function] Research·added 14d ago
- 49.0Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.[key] SEC-registered AI advisor delivering personalized investment recommendations[asset] Multi-asset·[function] Portfolio Management·added 14d ago·[via] mobile
- 50.0Provides real-time institutional options flow signals, AI behavioral coaching, and a free options trading curriculum for retail traders[key] AURA behavioral AI coach that learns trading patterns and discipline habits[asset] Equities·[function] Research·added 14d ago·[via] mobile
- 51.0Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.[key] infinite effective context window reasoning over thousands of documents[asset] Multi-asset·[function] AI Agents·added 14d ago
- 52.0Provides 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.[key] multi-model orchestration routing tasks to best-fit AI models automatically[asset] Private Markets·[function] AI Agents·added 14d ago
- 53.0Generates 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.[key] agentic AI synthesizes hundreds of data sources into actionable trade ideas[asset] Multi-asset·[function] Research·added 14d ago
- 54.0Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.[key] autonomous continuous research execution on assigned objectives[asset] Multi-asset·[function] AI Agents·added 15d ago
- 55.0Generates 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.[key] seven-day active idea board tracking ratings from signal through close[asset] Equities·[function] Research·added 17d ago·[indie]
- 56.0Generates 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.[key] near-instantaneous LBO model generation from CIM with downloadable Excel outputs[asset] Private Markets·[function] Research·added 17d ago
- 57.0Spawns 12 specialist AI agents to research any stock ticker across fundamentals, news, sentiment, technicals, valuation, and risk and delivers a structured report in minutes.[key] 12 specialist AI agents debate bull/bear cases before synthesizing final report[asset] Equities·[function] Research·added 17d ago
- 58.0Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.[key] one-click AI-generated financial memos that turn weeks of manual work into minutes[asset] Multi-asset·[function] Portfolio Tracker·added 18d ago
- 59.0Converts 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 18d ago·[via] api, mcp, claude skill
- 60.0Aggregates 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[key] analyzes thousands of documents simultaneously with cited institutional-grade sources[asset] Multi-asset·[function] Research·added 19d ago
- 61.0Provides AI-based investment research platform with proprietary data covering accounting analysis, fraud detection, executive backgrounds, business fundamentals, and earnings calls for institutional investors.[key] proprietary fraud & malfeasance detection alongside accounting disclosure analysis[asset] Equities·[function] Research·added 19d ago
- 62.0Generates AI-powered bull and bear price targets around upcoming catalysts like earnings and FDA decisions for US equities and ETFs[key] expected moves projections showing bull/bear price scenarios before catalysts[asset] Equities·[function] Research·added 20d ago
- 63.0Provides 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.[key] first real estate platform to apply computer vision models to all new US listings[asset] Real Estate·[function] Research·added 19d ago·[via] mobile, api, extension
- 64.0Generates composite investment scores for US equities by aggregating price momentum, insider trading, fundamentals, technical indicators, sentiment, and AI-generated analysis across nine dimensions[key] composite algorithmic score combining 50+ signals with daily AI analysis refresh[asset] Equities·[function] Research·added 21d ago
- 65.0Provides 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.[key] 20+ years of continuous derivatives history with 600+ quality filters[asset] Multi-asset·[function] Data APIs·added 21d ago·[via] api
- 66.0Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.[key] AI chat interface that answers natural language questions about trading patterns[asset] Multi-asset·[function] Portfolio Tracker·added 21d ago·[via] mobile·[indie]
- 67.0Operates an AI agent orchestration platform enabling users to build, deploy and monetize autonomous trading agents across prediction markets, DeFi protocols and on-chain venues[key] multi-agent orchestration protocol (MAOP) with built-in wallets and on-chain revenue distribution[asset] Multi-asset·[function] AI Agents·added 21d ago
- 68.0Provides stock screening, real-time corporate filing summaries, conviction scoring, FII/DII flow tracking, and AI research workflows for Indian equity markets.[key] AI-generated filing summaries delivered in 30 seconds vs 30 minutes manual read[asset] Equities·[function] Research·added 21d ago·[via] api, mcp
- 69.0Operates 80+ AI agents for fund distribution, advisor outreach, content production, and meeting scheduling while the team focuses on relationship-based capital introductions.[key] 80+ production AI agents handle advisor onboarding, outreach, and ops 24/7[asset] Multi-asset·[function] Operations·added 22d ago
- 70.0Generates 14-section AI research reports on Nigerian Exchange (NGX) stocks covering financials, leadership, sentiment, and competitive positioning in under 5 minutes.[key] sub-5-minute AI reports on every NGX-listed stock with 14 standardized sections[asset] Equities·[function] Research·added 24d ago·[indie]
- 71.0Deploys AI trading agents that execute continuously across crypto, equities, and commodities with user-defined risk controls and command-line oversight via messaging apps[key] 24/7 autonomous trading agents controllable via Telegram/Slack/WhatsApp[asset] Multi-asset·[function] AI Agents·added 24d ago
- 72.0Runs 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[key] bear case first — searches short seller reports before constructing bull thesis[asset] Equities·[function] Research·added 24d ago·[via] claude skill·[indie]
- 73.0Scans stocks in real-time for momentum signals and provides AI-generated entry and exit trade ideas with backtesting and automated execution options[key] real-time streaming stock scanner that alerts the moment price events trigger[asset] Equities·[function] Screeners·added 29d ago·[via] desktop
- 74.0Vibe-code options data with your coding agent. We provide infrastructure and options data - you provide the prompt![key] infrastructure and options data[asset] Derivatives·[function] AI Agents·added 29d ago·[via] desktop·[indie]
- 75.0Provides AI agents that research, backtest, and execute trades across equities, options, prediction markets, and tokenized assets with brokerage integration.[key] AI agents that autonomously research and execute trades 24/7 across multiple venues[asset] Multi-asset·[function] AI Agents·added 1mo ago·[via] api
- 76.0Enables creation of custom equity portfolios by modifying ETF holdings, adjusting index weights, and building strategies from natural language prompts with automated rebalancing.[key] AI-powered ETF modification that excludes individual stocks from fund holdings[asset] Equities·[function] Portfolio Management·added 1mo ago·[via] mobile
- 77.0Combines 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.[key] AI agent writes and executes code to answer complex financial questions[asset] Multi-asset·[function] Research·added 1mo ago·[via] api
- 78.0Provides 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]
- 79.0Generates 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[key] auto-updating prediction market reports with model vs market probability comparison[asset] Multi-asset·[function] AI Agents·added 25d ago·[via] api, cli, mcp
- 80.0Automates due diligence, document extraction, and IC memo generation for private equity and finance workflows using AI agents trained on deal documents and data rooms.[key] Extracts financial, legal, and commercial terms from deal documents with source tracing[asset] Private Markets·[function] AI Agents·added 1mo ago
- 81.0Provides AI research agents and quantitative signals for analyzing stocks, ETFs, crypto, and forex across 30+ global markets with institutional-grade factor models.[key] 7 specialized AI research agents covering technical, fundamental, and sentiment analysis[asset] Multi-asset·[function] AI Agents·added 1mo ago
- 82.0Generates AI-powered investment memo stress-tests by running multi-agent debates against fund mandate rules and surfacing blind spots before IC review[key] multi-agent debate system that auto-generates bear case arguments with evidence[asset] Private Markets·[function] AI Agents·added 1mo ago
- 83.0Generates trade blueprints by stress-testing user theses against options flow, fundamental metrics, and historical reactions across 120,000+ assets using multi-agent AI.[key] deterministic multi-agent AI engine that explains exact reasoning behind each trade[asset] Multi-asset·[function] AI Agents·added 1mo ago
- 84.0Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accounts[key] AI agents build and automate custom investment strategies without coding[asset] Multi-asset·[function] Portfolio Management·added 1mo ago
- 85.0Analyzes 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.[key] writes and executes live code to verify trade ideas against real-time market data[asset] Multi-asset·[function] AI Agents·added 1mo ago
- 86.0Provides AI-generated market intelligence, on-chain analytics, social sentiment, liquidation heatmaps, and non-custodial trading for 10,000+ crypto tokens across 8 blockchains.[key] natural language AI interface for composing multi-factor crypto analysis[asset] Crypto·[function] Research·added 1mo ago·[via] api, mcp
- 87.0Runs five sequential AI agents across technical, fundamental, news, risk, and synthesis layers to generate structured crypto research notes in under 10 seconds.[key] bull vs bear agent debate with invalidation conditions for each thesis[asset] Crypto·[function] Research·added 1mo ago·[via] cli
- 88.0Provides AI-generated stock picks, swing trading signals, and automated copy-trading execution to brokerage accounts with real-time portfolio syncing.[key] AI Stock Picker delivers daily top-5 stock selections at 8 AM ET for intraday trading[asset] Multi-asset·[function] AI Agents·added 1mo ago·[via] mobile
- 89.0AI-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.[key] AI portfolio coach that turns real-time data and behavioral patterns into clear buy/hold/trim signals.[asset] Equities·[function] Research·added 1mo ago
- 90.0AI 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.[key] Turns trading theses into auto-monitored strategies with triggers, invalidation, and live alerts[asset] Multi-asset·[function] AI Agents·added 1mo ago
- 91.0AI 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.[key] Surfaces research blind spots beyond your tracked items[asset] Equities·[function] AI Agents·added 1mo ago
- 92.0AI financial-research assistant (YC-backed) — multi-document Q&A across thousands of filings with granular citations, instant P&L Excel extraction, and peer benchmarking.[key] Multi-document Q&A with granular per-sentence source citations[asset] Equities·[function] AI Agents·added 1mo ago·[via] mcp
- 93.0PE 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.[key] Bulk-query VDRs (60M+ pages indexed) with source-cited PE-specific outputs[asset] Private Markets·[function] AI Agents·added 1mo ago
- 94.0Proactive AI agents for fundamental investors — real-time news/event monitoring, auto-updating Excel models, and second/third-order supply-chain impact analysis.[key] Auto-updates your Excel financial models in real time as events break[asset] Equities·[function] AI Agents·added 1mo ago
- 95.0AI due-diligence platform for PE, VC, real estate, and private credit — extracts data-room files, generates memos, comparables, and red flags with confidence scores.[key] Confidence-scored AI memos across 3,000+ historical deals[asset] Private Markets·[function] AI Agents·added 1mo ago
- 96.0Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.[key] Hybrid-search with up to 100 sources synthesized per query[asset] Equities·[function] AI Agents·added 1mo ago
- 97.0Deterministic AI co-pilot for private-equity due diligence — turns dataroom files into investor-ready cohort, retention, margin, and roll-forward analyses.[key] 100% deterministic, hallucination-free PE diligence outputs[asset] Private Markets·[function] AI Agents·added 1mo ago
- 98.0Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.[key] Hallucination-free KPI extraction tuned on 65× more filings than BloombergGPT[asset] Equities·[function] AI Agents·added 1mo ago
- 99.0Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.[key] Causal-world-model agents at 96% accuracy on finance tasks[asset] Equities·[function] AI Agents·added 1mo ago
- 100.0Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.[key] Autonomous deep-research agents over CapIQ + FactSet + PitchBook[asset] Equities·[function] AI Agents·added 1mo ago·[via] api
- 101.0Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.[key] DCF + 3-statement model in Excel from a single prompt (OpenAI-backed)[asset] Equities·[function] AI Agents·added 1mo ago·[via] desktop
- 102.0AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.[key] Matrix synthesizes thousands of docs into comparative tables[asset] Equities·[function] AI Agents·added 1mo ago
- 103.0AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.[key] AI search + auto-summary across filings and transcripts (US + IN)[asset] Equities·[function] AI Agents·added 1mo ago·[via] api
- 104.0AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.[key] Equity-research automation tuned for RIAs and family offices[asset] Equities·[function] AI Agents·added 1mo ago
- 105.0AI 'superagent' for institutional investors — codifies your research workflow over filings, transcripts, expert calls, and alt-data.[key] 280+ earnings calls analyzed, readthroughs in ~3 min[asset] Equities·[function] AI Agents·added 1mo ago
- 106.0Factual generative-AI research over filings, newswires, and presentations — KPI detector + autonomous due-diligence agents with citations.[key] Factual GenAI grounded in source citations + KPI detector[asset] Equities·[function] AI Agents·added 1mo ago
- 107.0Multi-agent AI platform for institutional equity research — Primer, Stock Catalyst, Devil's Advocate, and a Fusion copilot for hedge funds.[key] Devil's Advocate agent pressure-tests theses 5–10x faster[asset] Equities·[function] AI Agents·added 1mo ago·[via] api, mcp
- 108.0AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.[key] Deep-research agents + 0-100 management-tone sentiment scores[asset] Equities·[function] AI Agents·added 1mo ago
- 109.0Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.[key] Decisive (not hedged) AI analysis with 5-tier source citations[asset] Equities·[function] AI Agents·added 1mo ago
- 110.0AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.
- 111.0AI moderator that runs primary expert interviews at scale, delivering quantified time-series insights across 10k+ public and private companies.[key] Automated expert-interview research with watchlist dashboards[asset] Equities·[function] AI Agents·added 1mo ago
- 112.0AI workspace that generates a structured investment thesis from any ticker in minutes, with free financials and visualizations.
- 113.0AI copilot for SEC filings, earnings calls, and PDFs — query in natural language with sentence-level citations.[key] PDF→Excel extraction with cited cells[asset] Equities·[function] AI Agents·added 1mo ago·[via] extension