> The investing tools index.

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

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

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

Market Terminal brings institutional-grade market data to retail investors, powered by AI—featuring AI stock predictions, an AI trading co-pilot, and real-time screeners for breakouts, growth, extended-hours moves, and insider activity.

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.

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

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.

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

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

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

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.

Conducts commercial diligence by deploying AI agents to interview hundreds of experts and analyze thousands of documents, generating market simulations and studies in hours.

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.

Builds, backtests, and deploys trading algorithms without coding using AI-powered strategy transformation.

Grades executed trades on entry, risk, thesis, management, and discipline, identifying repeated behavioral patterns that cost money.

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

Aggregates macro news, economic data, and cross-asset flows into AI-interpreted directional bias and trade signals for active traders

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

Builds, deploys, and operates managed AI services for sales, support, and operations, including voice receptionist, lead generation, content repurposing, chat agents, and trading bot strategy testing.

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

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

Aggregates alternative data signals including Reddit mentions, web traffic, app downloads, job postings, and sentiment across 2,527+ stocks, ETFs, and cryptocurrencies with AI-powered scoring and alerts.

Generates multi-agent AI forecasts for stocks, crypto, commodities, indices, and forex with ranked buy/sell signals, scenario reasoning, and transparent advisor disagreement across 1-5 year horizons

Provides 1,000+ source-cited GIS fields for any US address across multiple geographic scales, accessible via web, API, and MCP server for AI agents.

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

Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace

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

Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.

Analyzes screenshots of prediction market events from Polymarket, Kalshi, and PredictIt to identify statistical edges using AI

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

Journals trades and uses AI to identify recurring patterns in trading behavior to help traders improve performance over time.

Provides AI-powered trading intelligence combining stock analysis, options flow scanning, dark pool data, institutional research, and a trading journal with automatic broker sync.

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.

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

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

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

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

Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.

Deploys autonomous AI trading agents on Hyperliquid with non-custodial execution and open-source skill library

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

Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.

Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents

Generates morning briefs, meeting notes, follow-up emails, client intelligence reports, and parses statements for financial advisors using AI.

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.

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.

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

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

Executes trades on Hyperliquid via an AI agent that follows user-written or forked strategies, running continuously with visible decision-making.

Provides AI-powered trading indicators and portfolio tools for crypto perpetual futures, centered on the Hyperliquid exchange

Searches 370M+ companies with AI-powered analysis for M&A target screening, buyer search, and market research.

Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.

Provides an AI platform for financial advisors to assist with client communications and portfolio management workflows.

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.

Runs 8 AI agents that independently debate stocks with data-driven analysis, price targets, and portfolio intelligence to deliver a final verdict.

Provides country risk scores, sovereign ratings, and AML/ESG assessments for 200 countries with AI-powered workflows and API access

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.

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.

Provides AI-powered stock, ETF, and fund analysis with theme-based discovery, market alerts, and an AI assistant for research guidance across global markets.

Combines 15 smart money signals into a single live directional bias indicator for TradingView and generates PineScript strategies from natural language descriptions.

Generates and edits Excel spreadsheets from natural language prompts using AI agents trained for financial modeling and spreadsheet automation

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

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.

Provides AI-assisted trading workflow covering research, order structuring, and execution across equities and options with natural language prompts and institutional-grade API infrastructure.

Provides a managed vector database for semantic search, recommendations, and RAG workflows at production scale

Provides AI-native consolidated portfolio reporting, due diligence management, liquidity forecasting, and document retrieval for private markets investors with an agentic chat interface.

Provides an AI agent that reads documents, transcribes meetings, updates client records, analyzes portfolios, and fills forms for wealth management practices.

Screens stocks, ETFs, and bonds daily using AI-powered Graham-Buffett value investing criteria to identify undervalued picks across NYSE, NASDAQ, and AMEX.

Simulates a 20-specialist board that debates investment deals from risk, legal, financial, operations, strategy, and market angles and generates IC-ready documents.

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

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

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

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.

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 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.

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 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 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

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.

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 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.

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

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

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

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

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

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

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

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

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

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

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.

Provides infrastructure for AI agents to execute trades, manage wallets, and transact autonomously across crypto markets and DeFi protocols.

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.

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

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 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.

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.

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

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

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

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.

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.

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.

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.

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.

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.