> The investing tools index.

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

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

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

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

Teaches quantitative finance models by building them step-by-step in Python then deliberately breaking one assumption to expose failure modes

Connects macroeconomic, policy, geopolitical and corporate events to assets, valuation assumptions, portfolios, and trade structures with pre-market briefs and risk mapping.

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

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

Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.

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

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

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.

Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

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

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

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

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.

Provides a suite of venture capital analysis tools including fund benchmarking, unicorn tracking, SPV calculators, IPO dashboards, and startup data across 45+ free tools

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

Aggregates financial system data into real-time dashboards and automated reports for wealth advisors and CPA firms

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.

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

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.

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

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.

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

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

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

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

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

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

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

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

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

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.