TerminalValue.io_
>>manually approved · 474 tools indexed·since 2026

> Tools for hedge funds.

Tools used by hedge funds. [show all tools →]

|most clicked 7d:Rogo563↗·Midas392↗·edgar.tools383↗·Portrait Analytics377↗·Rallies: AI Financial Copilot375↗·Researchr374↗·Scouter AI374↗·Qualitate374↗
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115 tools
  1. 01.10
    Weekly digest of activist campaigns, spin-offs, M&A, and strategic reviews across 20+ global markets — structured for fast triage.
  2. 02.6
    Idea 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 4mo ago
  3. 03.5
    validityBase makes the history of data, signals and track records independently verifiable and helps to package data for systematic investors.
  4. 04.5
    Personal credit-research workspace that systematizes corporate-credit analysis with customizable workflows, a document archive, third-party risk checks, and AI-generated memos.
  5. 05.4
    Live earnings calls, transcripts, slides, filings, and analyst estimates for 14k+ public companies — mobile, web, and API.
    [key] Live earnings audio + real-time transcripts for 14k+ companies[asset] Multi-asset·[function] Research·added 4mo ago·[via] mobile, api, mcp
  6. 06.3
    Weekly sovereign risk ratings for 50 countries — CBMSRR scores currency and monetary stability, GMVRR scores bond price vulnerability, both 0-100 on a consistent global scoring framework.
  7. 07.3
    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.
  8. 08.2
    A platform that helps users launch and operate hedge funds by handling the legal, compliance, administrative, and operational infrastructure in one system. It removes the traditional high upfront cost and complexity of starting a fund.
  9. 09.1
    Transforms SEC Form 13F filings from 8,600+ institutional managers into structured intelligence reports showing trades separated from price drift
  10. 10.1
    Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models
  11. 11.1
    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.
    [key] AI Sentinels watch SEC filings in real time and analyze each match in under 60 seconds[asset] Equities·[function] Research·added 4mo ago·[via] mcp·[open source]
  12. 12.1
    Anonymous AI-collected insights from verified hedge-fund analysts (50+ hrs/stock) — surfaces the 'tension points' driving 12-month valuations.
  13. 13.1
    AI-native risk detection and due diligence on filings, governance, insiders, and short campaigns for institutional investors.
  14. 14.0
    Provides location data and GIS fields for US addresses via MCP server, delivering demographics, income, crime, hazard risk and maps at block group through national scales with source citations.
  15. 15.0
    A tailored AI tool powered by OpenAI. It is designed to automate complex, labor-intensive tasks for Wall Street professionals, including financial modeling and equity research.
    [key] ChatGPT for Financial Services[asset] Equities·[function] Research·added 9d ago·[via] desktop, mobile
  16. 16.0
    Provides 30+ years of market data, stock fundamentals, and ETF holdings via Excel and Google Sheets add-ons with real-time streaming capability.
  17. 17.0
  18. 18.0
    Provides institutional investors with factor risk models, crowding data, and portfolio decomposition tools to isolate idiosyncratic returns and optimize construction.
  19. 19.0
    Builds, backtests, and deploys trading algorithms without coding using AI-powered strategy transformation.
  20. 20.0
    Connects macroeconomic, policy, geopolitical and corporate events to assets, valuation assumptions, portfolios, and trade structures with pre-market briefs and risk mapping.
  21. 21.0
    Connects macroeconomic, policy, geopolitical and corporate events to assets, valuation assumptions, portfolios, and trade structures with event-to-asset mapping and causal impact analysis.
  22. 22.0
    Provides SEC 13F institutional holdings, Form 4 insider trades, and congressional disclosures through MCP and REST API with per-datapoint provenance to primary SEC filings.
  23. 23.0
    Provides global financial data for stocks, ETFs, and mutual funds via REST API and dashboard across 97 markets with 56 years of historical pricing, fundamentals, holdings, analyst data, and options chains
  24. 24.0
    Tracks social media mentions, sentiment, and alternative data signals across Reddit, Twitter, and other platforms for 2,500+ stocks, ETFs, and cryptocurrencies with historical time series and real-time alerts
    [key] real-time Reddit stock mention tracking across r/wallstreetbets & investing subs[asset] Multi-asset·[function] Alt Data·added 1mo ago·[via] mobile, api, mcp
  25. 25.0
    Computes a daily supply chain conditions index from official U.S. data sources and delivers a written brief with actionable market reads.
  26. 26.0
    Connects institutional investors and consultancies with over 1.5 million vetted industry experts for 1:1 calls, surveys, and access to a library of 100,000+ expert transcripts covering 75,000+ companies.
  27. 27.0
    Tracks activist short seller reports, ranks investigators by verified stock impact, and provides forensic scoring on targeted companies with real-time alerts.
  28. 28.0
    Provides quantitative coaching and consulting on factor investing strategies for equity markets, with educational factor research visualizations and Portfolio123-based systematic framework design.
  29. 29.0
    Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.
  30. 30.0
    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.
  31. 31.0
    Aggregates equity research, investor relations, and buy-side analyst job postings across US, Canada, UK, and APAC regions with hiring analyst names
  32. 32.0
    Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.
  33. 33.0
    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.
  34. 34.0
    Provides institutional-grade metrics, dashboards, and research for crypto protocols, stablecoins, prediction markets, and tech equities with fundamental analysis across 600+ assets.
  35. 35.0
    Scrapes structured data from websites using AI-generated scrapers with automated maintenance, proxy infrastructure, and data quality monitoring.
  36. 36.0
    Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources
  37. 37.0
    Provides standardized financials, filings, transcripts, screening, and AI-powered analysis for 4,000+ U.S. banks with bank-specific metrics spanning 20+ years.
  38. 38.0
    Provides REST and WebSocket financial data APIs covering 60+ exchanges, 150K+ tickers, 30 years of historical EOD/intraday prices, fundamentals, options, forex, crypto, and macroeconomic indicators
  39. 39.0
    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
  40. 40.0
    Searches millions of global filings, transcripts, press releases and reports using AI-powered natural language processing to extract insights from unstructured text documents.
  41. 41.0
    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
  42. 42.0
    Provides country risk scores, sovereign ratings, and AML/ESG assessments for 200 countries with AI-powered workflows and API access
  43. 43.0
    Pulls SEC filings from EDGAR, extracts structured data, redlines disclosure changes across periods, and generates cited analysis within 60 seconds of filing publication
  44. 44.0
    Delivers a continuous feed of Wall Street voice alerts covering trade ideas, equity analysis, and market notes.
  45. 45.0
    Generates and edits Excel spreadsheets from natural language prompts using AI agents trained for financial modeling and spreadsheet automation
    [key] formula-driven outputs with cell-level auditability and native Excel plugin[asset] Multi-asset·[function] AI Agents·added 3mo ago·[via] desktop, cli, api
  46. 46.0
    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.
  47. 47.0
    Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.
  48. 48.0
    Provides AI-assisted trading workflow covering research, order structuring, and execution across equities and options with natural language prompts and institutional-grade API infrastructure.
  49. 49.0
    Provides a managed vector database for semantic search, recommendations, and RAG workflows at production scale
  50. 50.0
    Provides REST API access to historical and upcoming earnings calendar data for NYSE and NASDAQ stocks with date-based queries, post-earnings reactions, and structured JSON responses for automated workflows.
  51. 51.0
    Simulates a 20-specialist board that debates investment deals from risk, legal, financial, operations, strategy, and market angles and generates IC-ready documents.
  52. 52.0
    Tracks activist short selling reports in real-time, scores investigator win rates, and provides stock impact analytics across 1000+ short campaigns
  53. 53.0
    Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
  54. 54.0
    Reverse-engineers products into component trees and supplier networks using AI to surface hidden suppliers, concentration risks, and investment signals.
  55. 55.0
    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.
  56. 56.0
    Aggregates healthcare-specific financial data from 125+ sources into an AI-native terminal for sector-focused research and analysis.
  57. 57.0
    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.
    [key] automatic ingestion of research from emails, documents, and third-party sources[asset] Multi-asset·[function] Research·added 3mo ago·[via] desktop, mobile, api, extension
  58. 58.0
    Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investors
  59. 59.0
    Provides peer-reviewed long-form investment research exclusively from buyside fund analysts at hedge funds, mutual funds, and private equity firms
  60. 60.0
    Provides AI-based investment research platform with proprietary data covering accounting analysis, fraud detection, executive backgrounds, business fundamentals, and earnings calls for institutional investors.
  61. 61.0
    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.
  62. 62.0
    Provides institutional-grade historical and real-time options data via API, including implied volatility, Greeks, full chains, and volatility surfaces across 20+ years of equity and futures options markets.
  63. 63.0
    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.
  64. 64.0
    Operates an AI agent orchestration platform enabling users to build, deploy and monetize autonomous trading agents across prediction markets, DeFi protocols and on-chain venues
  65. 65.0
    Generates KPI forecasts for public companies using consumer search trends, web traffic, and social sentiment data to predict earnings metrics before official releases
  66. 66.0
    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.
    [key] Official Edgar API. No scraping.[asset] Equities·[function] Research·added 3mo ago·[via] api
  67. 67.0
    Provides standardized financial statement data and footnotes across multiple industry templates via API and Excel add-in
  68. 68.0
    Provides AI agents that research, backtest, and execute trades across equities, options, prediction markets, and tokenized assets with brokerage integration.
  69. 69.0
    Combines institutional-grade market data from S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI agents to generate investment analysis, knowledge graphs, and portfolio insights for institutional investors.
  70. 70.0
    Aggregates and normalizes prediction market data from Polymarket, Kalshi, and other platforms through a unified API with SQL access and bulk exports
  71. 71.0
    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.
  72. 72.0
    Tracks large cryptocurrency transactions across 13+ blockchains in real-time and provides customizable alerts, on-chain analytics, and institutional movement monitoring via dashboard and API
  73. 73.0
    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
  74. 74.0
    Builds proprietary datasets, market indicators and KOL distribution — paired with marketing and engineering to take fintech products to escape velocity.
  75. 75.0
    A data infrastructure platform that provides real-time and historical financial market data through APIs, including stocks, options, crypto, and other trading instruments.
  76. 76.0
    VouchAPI turns SEC filings, CIM data rooms, market intelligence, and agent reasoning into certified investment research — with source-level evidence, method gates, and cryptographic audit trails.
  77. 77.0
    An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.
    [key] Full stock reports in minutes.[asset] Equities·[function] Research·added 4mo ago
  78. 78.0
    Agentic AI systems grounded on public companies' disclosures that power leading long/short hedge funds and investment banks
    [key] RAG Infrastructure for Corporate Filing Intelligence[asset] Equities·[function] Data & APIs·added 4mo ago·[via] api
  79. 79.0
    AI-powered tool for equity professionals, analysts and asset managers. Drive insights from securities or bring your own data, all in one platform.
  80. 80.0
    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
  81. 81.0
    Search and alerts across Japanese public-company filings (TDnet/EDINET) — the Japan equivalent of SEC EDGAR.
  82. 82.0
    Modern browsing and search interface for Canadian SEDAR+ public-company filings — the Canadian equivalent of SEC EDGAR.
  83. 83.0
    ValuationBot is AI stock valuation and equity research software for public-equity investors. It reads company reports, cleans and interprets financials, builds scenario-based DCF valuations, and produces analyst-style investment cases with catalysts, risks, valuation ranges, downloadable memos, and editable Excel models. Research Desk adds always-on regional market coverage and fresh valuation-backed ideas.
  84. 84.0
    Where fintwit hires fintwit — a hand-curated, artisanal job board and talent directory for the finance timeline.
  85. 85.0
    Tracking OpenAI, Anthropic & xAI career pages via their public APIs. No scraping required.
    [key] Track what they are building next.[asset] Multi-asset·[function] Alt Data·added 4mo ago
  86. 86.0
    Portrait is a personalized AI-powered investment research platform, built to help you discover, research, and monitor new investment ideas with unprecedented depth.
  87. 87.0
    Delivers structured, real-time market data and context optimized for AI agents to analyze and make financial decisions.
    [key] One API call returning structured, AI-ready market context.[asset] Crypto·[function] Data & APIs·added 4mo ago·[via] api, mcp
  88. 88.0
    Stock-market data API built for AI agents — financials, SEC filings, KPIs, insider trades, and analyst estimates across 17,000+ tickers and 30+ years of history.
    [key] API designed natively for LLM agents (not human dashboards)[asset] Equities·[function] Data & APIs·added 4mo ago·[via] api
  89. 89.0
  90. 90.0
    Bloomberg-class equities terminal at <$100/mo — sub-100ms real-time equities, options, futures, and historicals built for traders and analysts.
  91. 91.0
    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.
  92. 92.0
    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.
  93. 93.0
    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.
    [key] Multi-document Q&A with granular per-sentence source citations[asset] Equities·[function] AI Agents·added 4mo ago·[via] mcp
  94. 94.0
    Proactive AI agents for fundamental investors — real-time news/event monitoring, auto-updating Excel models, and second/third-order supply-chain impact analysis.
  95. 95.0
    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.
  96. 96.0
    Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.
  97. 97.0
    Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.
  98. 98.0
    Real-time earnings calls, transcripts, and 45k+ investor events per year, with AI summaries, SWOT, and topic/sentiment extraction across 15k+ equities.
    [key] Live earnings audio with 99.9% real-time transcription + AI[asset] Multi-asset·[function] Research·added 4mo ago·[via] mobile, mcp, api
  99. 99.0
    Natural-language data platform for financial analysts — query, visualize, and audit datasets with explainable logic trees and a built-in data marketplace.
    [key] Logic-tree-traceable NL queries on financial datasets[asset] Multi-asset·[function] Data & APIs·added 4mo ago·[via] extension, api
  100. 100.0
    Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.
  101. 101.0
    AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
    [key] >99% accurate, source-linked financials with Excel add-in[asset] Multi-asset·[function] Data & APIs·added 4mo ago·[via] desktop, api, mcp
  102. 102.0
    Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.
  103. 103.0
    AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
  104. 104.0
    AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.
  105. 105.0
    AI 'superagent' for institutional investors — codifies your research workflow over filings, transcripts, expert calls, and alt-data.
  106. 106.0
    Multi-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 4mo ago·[via] api, mcp
  107. 107.0
    AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
  108. 108.0
    Automated financial models and near-real-time sell-side consensus for 4k+ companies — Excel add-in, web app, and API.
  109. 109.0
    AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.
    [key] Earnings-call & report analysis in seconds[asset] Equities·[function] AI Agents·added 4mo ago
  110. 110.0
    AI moderator that runs primary expert interviews at scale, delivering quantified time-series insights across 10k+ public and private companies.
  111. 111.0
    Open-source investment-research platform with Terminal (Python), Workspace (web AI copilot), and connectors for proprietary data.
    [key] MIT-licensed open-source terminal + AI Workspace[asset] Multi-asset·[function] Research·added 4mo ago·[via] desktop, api, cli, mcp·[open source]
  112. 112.0
    Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.
  113. 113.0
    Searchable database of 17k+ paid stock-promotion disclosures, campaigns, and press releases — free per-ticker risk lookup, plus dashboards and an API for paid users.
  114. 114.0
    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.
    [key] Filings news feed + cross-issuer search (no ticker required)[asset] Equities·[function] Research·added 4mo ago·[via] mcp, GPT
  115. 115.0
    AI 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 4mo ago·[via] extension
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