> The investing tools index.

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.

Personal credit-research workspace that systematizes corporate-credit analysis with customizable workflows, a document archive, third-party risk checks, and AI-generated memos.

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

Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.

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.

Live earnings calls, transcripts, slides, filings, and analyst estimates for 14k+ public companies — mobile, web, and API.

AI search across SEC filings, earnings transcripts, broker research, and expert calls — the umbrella platform that now includes Tegus expert calls, Canalyst models, and Sentieo.

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.

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

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

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.

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.

Provides free authenticated API access to prediction market data, basket analytics, and hosted backtesting infrastructure for researchers and academics.

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

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

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

Tracxn is a private market database that has well maintained Databases for investors, companies and rounds among other things. It has an active presence in the Indian subcontinent.

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.

Input address, output a decade worth of Census data in a dynamic/customizable table and chart format. Data exportable via PDF/XLSX.

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.

Palantir for markets. One mcp to connect your agents to quantitatively process flight, naval, equities and prediction market data.

Provides institutional-grade metrics, dashboards, and research for crypto protocols, stablecoins, prediction markets, and tech equities with fundamental analysis across 600+ assets.

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.

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.

Provides REST API and WebSocket access to real-time and historical market data for stocks, forex, crypto, ETFs, commodities, and fundamentals across 250+ exchanges.

Provides real-time and historical financial data for stocks, ETFs, options, and crypto directly in Excel and Google Sheets through custom functions and statement dumps

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

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

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

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

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.

Provides cited, multi-step financial research API delivering structured intelligence from filings, macro data sources, and licensed S&P Global data with inline citations and source reconciliation

Surfaces insider clusters, congressional trades, FDA catalysts, 13F moves, and 50+ primary-source filings within minutes of publication via real-time feed and twice-daily institutional briefs

Analyzes candlestick charts via screenshot or ticker to identify technical patterns and generate trade setups with entry, stop, and target levels using Claude AI vision.

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.

Tracks and analyzes trades across stocks, futures, forex, and options with automated charts, performance metrics, and trade journaling to identify patterns and improve trading decisions.

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

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

Connects 775+ stocks to bilateral trade flows, country macro indicators, geographic revenue data from SEC filings, and treasury yield curves in a single dashboard.

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.

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.

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

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

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

Provides real-time and historical cryptocurrency prices, market data, charts, and fundamental analysis across 17,000+ coins, NFT collections, and exchanges

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

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

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

Provides multi-asset analysis tools including scanners, market replay, fundamental heatmaps, and a news feed powered by Benzinga for stocks, futures, crypto, forex, and bonds.

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

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

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

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 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.

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

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

Explains stock and ETF research in plain English with adaptive difficulty levels, guided lessons, and paper trading for retail investors

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

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

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.

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

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 gap analysis, stock scanning with real-time alerts, no-code backtesting, and 20+ years of historical US equity data with premarket and intraday statistics.

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.

Visualizes earnings, cash flow, and sales alongside stock price to help investors assess valuation and fundamental quality

Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.

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.

Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution

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

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 peer-reviewed long-form investment research exclusively from buyside fund analysts at hedge funds, mutual funds, and private equity firms

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.

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 alternative data scraped from the web covering store locations, job listings, product pricing, real estate listings, car inventories, and app engagement metrics across 450,000+ companies.

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 manually transcribed historical financial data from original archives spanning 1000+ years, covering equities, bonds, commodities, exchange rates, and economic indicators with unbroken chain-linked series.

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

Calculates the minimum number of trades required to validate a trading strategy's statistical significance based on win rate and risk-reward ratio

Tracks trading performance through verified broker integration and displays public leaderboard of top traders

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.

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.

Runs scenario analysis, sensitivity analysis, Monte Carlo simulations, and financial diligence workflows inside Microsoft Excel for investment banking and private equity deal modeling

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

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

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

Generates AI-powered stock briefs with buy/hold/sell signals based on valuation, growth, quality, and momentum scores for US equities

Tracks public X (Twitter) investment calls, verifies outcomes against price data, and simulates analyst portfolios across stocks, ETFs, crypto, and macro.

Provides real-time NAV data, comparison tools, and calculators for every Indian mutual fund and credit card available in the market

Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.

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.

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

Provides candlestick charts and technical indicators for stocks, crypto, FX, and commodities denominated in gold instead of fiat currency.

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.

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.

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.

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.

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

Provides eight integrated dashboards covering Bitcoin cycle models, options gamma exposure across Deribit/OKX/Bybit, FRED macro series, regime classification, and halal-screened equity allocation with risk parity weighting.

Calculates cash-on-cash return, cap rate, monthly cash flow, and break-even years for real estate property investments before purchase.

Analyzes real estate properties and returns ROI breakdown, confidence score, and plain English investment verdict in seconds.

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

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

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

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

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

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.

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.

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.

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.

Retail-trader analytics platform with 150+ historical setup reports (gap fills, ORB, FVG, inside bars), AI report analysis, a daily bias screener, TradingView indicators, and automated algos across stocks, forex, crypto, and futures.

ValuationBot is an AI-powered equity analyst. It reads the reports, builds the model and presents the investment case, so you can invest with clarity without weeks of manual researc

Financial time-series and econometric analysis platform with reusable analytical objects for bond/option/convertible pricing, simulations, and macro exploration.

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

Crypto Whale Trades, Liquidations, Prediction Trades and News.

One platform that turns your firm's experience into a proprietary advantage, powering how you screen, diligence, underwrite, and monitor deals.

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

Tracking private credit software loans

Bloomberg-class equities terminal at <$100/mo — sub-100ms real-time equities, options, futures, and historicals built for traders and analysts.

Free, open-source desktop terminal in native C++/Qt — 100+ data connectors (Yahoo, FRED, IMF, Polygon), 19k+ instruments, 37 AI investor personas, and a quant suite.

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.

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.

Real-time earnings calls, transcripts, and 45k+ investor events per year, with AI summaries, SWOT, and topic/sentiment extraction across 15k+ equities.

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

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.

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.

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.

Open-source investment-research platform with Terminal (Python), Workspace (web AI copilot), and connectors for proprietary data.

Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.

Bastion Terminal — systematic stock evaluation, strategy portfolios, and a research newsletter for fundamental investors.

Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.

Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.

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.

Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.

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.