- 01.10Weekly digest of activist campaigns, spin-offs, M&A, and strategic reviews across 20+ global markets — structured for fast triage.[key] 150+ event-driven situations/wk + sortable Excel export[asset] Equities·[function] Research·added 3mo ago
- 02.6Idea 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 3mo ago
- 03.5validityBase makes the history of data, signals and track records independently verifiable and helps to package data for systematic investors.[key] Cryptographic, independently verifiable, point-in-time proof for financial data, signals, and track records.[asset] Multi-asset·[function] Data & APIs·added 2mo ago·[via] api, cli
- 04.5Personal credit-research workspace that systematizes corporate-credit analysis with customizable workflows, a document archive, third-party risk checks, and AI-generated memos.[key] Customizable credit workflow with AI-generated memos and bias-removal (hides price charts to prevent anchoring)[asset] Fixed Income·[function] Research·added 3mo ago
- 05.5Aggregates stock pitches, 13F holdings, and trades from elite investors and hedge funds into a searchable feed with leaderboards.[key] Real-time elite-investor pitch feed + 13F hedge fund watcher[asset] Equities·[function] News & Sentiment·added 3mo ago
- 06.4Live 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 3mo ago·[via] mobile, api, mcp
- 07.4Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.[key] Institutional dashboards + charting at <2% of Bloomberg cost[asset] Multi-asset·[function] Research·added 3mo ago·[via] mobile
- 08.3Weekly 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.[key] Uniform cross-country scoring across developed, emerging, and frontier sovereigns on a single weekly cadence.[asset] Multi-asset·[function] Alt Data·added 2mo ago·[via] api
- 09.3AI search across SEC filings, earnings transcripts, broker research, and expert calls — the umbrella platform that now includes Tegus expert calls, Canalyst models, and Sentieo.[key] AI search over filings + 1k+ broker research firms + expert call library[asset] Multi-asset·[function] Research·added 3mo ago·[via] mobile
- 10.2A 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.[key] Subscription-based platform for launching and managing hedge funds without high upfront cost.[asset] Equities·[function] Operations·added 2mo ago
- 11.1Provides 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 1mo ago·[via] mcp, api
- 12.1Provides a centralized calendar, calls, estimates, actuals, and alerts for company quarterly earnings events[key] one-stop shop consolidating calendar, transcripts, estimates, and alerts[asset] Equities·[function] Research·added 1mo ago
- 13.1Provides 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 2mo ago
- 14.1Financial data API service focused on providing structured market and fundamentals data for developers.[key] Financial data API access for equities-focused datasets intended for programmatic use.[asset] Equities·[function] Data & APIs·added 3mo ago·[via] api, mcp
- 15.1SEC-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 3mo ago·[via] mcp·[open source]
- 16.1Anonymous 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 3mo ago
- 17.1AI-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 3mo ago
- 18.0Tracks activist short seller reports, ranks investigators by verified stock impact, and provides forensic scoring on targeted companies with real-time alerts.[key] 81 ranked activist short sellers with historical win rates & sector patterns[asset] Equities·[function] Research·added 1mo ago·[via] api
- 19.0Extracts 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.[key] analyst-audited share structure data and proprietary dilution risk scores[asset] Equities·[function] Research·added 1mo ago·[via] api
- 20.0Aggregates equity research, investor relations, and buy-side analyst job postings across US, Canada, UK, and APAC regions with hiring analyst names[key] identifies hiring analyst names for most buy-side and sell-side openings[asset] Equities·[function] Jobs·added 1mo ago·[indie]
- 21.0Provides 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 1mo ago·[via] mcp, api
- 22.0Provides institutional-grade metrics, dashboards, and research for crypto protocols, stablecoins, prediction markets, and tech equities with fundamental analysis across 600+ assets.[key] unified terminal covering crypto protocols and tech equities with financials[asset] Multi-asset·[function] Research·added 1mo ago·[via] api
- 23.0Scrapes structured data from websites using AI-generated scrapers with automated maintenance, proxy infrastructure, and data quality monitoring.[key] self-healing scrapers that automatically fix code when websites change[asset] Multi-asset·[function] Alt Data·added 1mo ago·[via] api
- 24.0Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources[key] tracks every buy, sell, add, trim across custom manager watchlists[asset] Equities·[function] 13F·added 1mo ago
- 25.0Provides 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 1mo ago·[via] GPT, mcp
- 26.0Provides 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[key] 30 years of historical data across 60 exchanges + AI-native integrations (MCP, OpenAPI, ChatGPT)[asset] Multi-asset·[function] Data APIs·added 1mo ago·[via] GPT, mcp, api
- 27.0Searches millions of global filings, transcripts, press releases and reports using AI-powered natural language processing to extract insights from unstructured text documents.[key] AI-powered search across SEC, SEDAR, Company House filings with NLP sentiment analysis[asset] Equities·[function] Research·added 1mo ago
- 28.0Provides 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[key] agentic multi-step research with source-reconciled output and inline citations[asset] Multi-asset·[function] Data APIs·added 1mo ago·[via] mcp, api
- 29.0Provides 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 1mo ago·[via] api
- 30.0Pulls 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 1mo ago
- 31.0Delivers a continuous feed of Wall Street voice alerts covering trade ideas, equity analysis, and market notes.[key] 24/7 voice-based market insights from Wall Street sources[asset] Equities·[function] Research·added 1mo ago
- 32.0Generates 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 1mo ago·[via] desktop, cli, api
- 33.0Provides 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 1mo ago
- 34.0Indexes 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 1mo ago·[via] api
- 35.0Provides 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 1mo ago·[via] mobile, mcp, api
- 36.0Provides 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 1mo ago·[via] cli, api
- 37.0Provides 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.[key] date-based earnings calendar with beat/miss data plus post-report price/volume[asset] Equities·[function] Data APIs·added 1mo ago·[via] api
- 38.0Simulates 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 1mo ago
- 39.0Tracks activist short selling reports in real-time, scores investigator win rates, and provides stock impact analytics across 1000+ short campaigns[key] unified database of activist short reports with investigator performance rankings[asset] Equities·[function] Research·added 1mo ago
- 40.0Provides 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 1mo ago
- 41.0Reverse-engineers products into component trees and supplier networks using AI to surface hidden suppliers, concentration risks, and investment signals.[key] AI-generated product teardowns mapping full component supply chains[asset] Equities·[function] Research·added 1mo ago
- 42.0Provides 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 1mo ago
- 43.0Provides 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 2mo ago
- 44.0Aggregates healthcare-specific financial data from 125+ sources into an AI-native terminal for sector-focused research and analysis.[key] healthcare sector specialization with 125+ live data sources[asset] Equities·[function] Research·added 2mo ago
- 45.0Centralizes 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 2mo ago·[via] desktop, mobile, api, extension
- 46.0Aggregates 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 2mo ago
- 47.0Provides peer-reviewed long-form investment research exclusively from buyside fund analysts at hedge funds, mutual funds, and private equity firms[key] members post or pay model — contribute research to access database[asset] Multi-asset·[function] Research·added 2mo ago
- 48.0Provides 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 2mo ago
- 49.0Provides 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.[key] tracks product pricing down to individual SKU level per vendor across retailers[asset] Multi-asset·[function] Alt Data·added 2mo ago·[via] api
- 50.0Provides 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 2mo ago·[via] api
- 51.0Provides sector-level margin benchmarks across 100+ industries, covering gross, operating, net, and adjusted margin metrics with detailed cost breakdowns.[key] sector-level margin benchmarks with 15+ margin variants per industry[asset] Equities·[function] Research·added 2mo ago·[indie]·[ticker] $HOME
- 52.0Provides financial market data APIs covering equities, ETFs, crypto, forex, and fundamentals with historical and real-time access.[key] unified API endpoint spanning stocks, crypto, fx, and fundamental data[asset] Multi-asset·[function] Data APIs·added 1mo ago·[via] api
- 53.0Provides 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.[key] millennium-scale historical data transcribed from original archives since 1252 AD[asset] Multi-asset·[function] Data APIs·added 2mo ago·[via] api
- 54.0Operates 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 2mo ago
- 55.0Generates KPI forecasts for public companies using consumer search trends, web traffic, and social sentiment data to predict earnings metrics before official releases[key] KPI forecasts that outperform Wall Street consensus using pre-purchase intent signals[asset] Equities·[function] Alt Data·added 2mo ago·[via] api
- 56.0Track 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.
- 57.0Provides standardized financial statement data and footnotes across multiple industry templates via API and Excel add-in[key] industry-specific data templates (banking, insurance, C&I) with footnote detail[asset] Equities·[function] Data & APIs·added 2mo ago·[via] api, extension
- 58.0Provides 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 2mo ago·[via] api
- 59.0Combines 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 2mo ago·[via] api
- 60.0Analyzes SEC filings such as 10-Ks and 10-Qs with natural language queries and provides paragraph-level citations across multiple documents.[key] streams algorithm insights showing how answers were generated from filings[asset] Equities·[function] Research·added 2mo ago
- 61.0Tracks large cryptocurrency transactions across 13+ blockchains in real-time and provides customizable alerts, on-chain analytics, and institutional movement monitoring via dashboard and API[key] real-time whale transaction alerts with exchange attribution and cross-chain standardization[asset] Crypto·[function] Alt Data·added 2mo ago·[via] mobile, api
- 62.0A 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[key] Searchable database of millions of statistics, reports, and market insights sourced from thousands of research provider[asset] Equities·[function] Research·added 2mo ago
- 63.0Builds proprietary datasets, market indicators and KOL distribution — paired with marketing and engineering to take fintech products to escape velocity.[key] From raw data to distribution and product — operates the full pipeline.[asset] Crypto·[function] Data & APIs·added 2mo ago
- 64.0A data infrastructure platform that provides real-time and historical financial market data through APIs, including stocks, options, crypto, and other trading instruments.[key] LLM-friendly financial data API that exposes real-time and historical market data through simple natural-language.[asset] Equities·[function] Data & APIs·added 2mo ago·[via] api
- 65.0VouchAPI 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.[key] Generate institutional-grade research with deterministic verification. Every claim vouched, every source traced.[asset] Equities·[function] Data & APIs·added 2mo ago·[via] api
- 66.0Agentic 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 3mo ago·[via] api
- 67.0AI-powered tool for equity professionals, analysts and asset managers. Drive insights from securities or bring your own data, all in one platform.[key] Generate insights from securities and your own data in a single platform[asset] Equities·[function] Research·added 3mo ago
- 68.0AI 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.
- 69.0Search and alerts across Japanese public-company filings (TDnet/EDINET) — the Japan equivalent of SEC EDGAR.[key] TDnet/EDINET filings with search, email alerts, and AI document summaries[asset] Equities·[function] Research·added 3mo ago
- 70.0Modern browsing and search interface for Canadian SEDAR+ public-company filings — the Canadian equivalent of SEC EDGAR.[key] Readable UI and live feed over Canadian SEDAR+ filings[asset] Equities·[function] Research·added 3mo ago
- 71.0ValuationBot 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.[key] Enter a ticker and ValuationBot analyses the business using the latest filings.[asset] Equities·[function] Research·added 3mo ago
- 72.0Where fintwit hires fintwit — a hand-curated, artisanal job board and talent directory for the finance timeline.[key] Hand-curated finance job board + talent directory[asset] Multi-asset·[function] Jobs·added 3mo ago
- 73.0Tracking OpenAI, Anthropic & xAI career pages via their public APIs. No scraping required.
- 74.0Portrait is a personalized AI-powered investment research platform, built to help you discover, research, and monitor new investment ideas with unprecedented depth.[key] Real-time AI thesis monitoring (auto-tracks signals that matter to your investment case).[asset] Equities·[function] Research·added 3mo ago
- 75.0Delivers 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 3mo ago·[via] api, mcp
- 76.0Stock-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 3mo ago·[via] api
- 77.0Tracking private credit software loans[key] Relational database of 500+ private software companies[asset] Private Markets·[function] Research·added 3mo ago
- 78.0DirtCheapBanks helps investors screen U.S. community and regional banks, open clean tear sheets, and dig into FDIC Call Report data — without the spreadsheet pain.[key] Bank screener tuned for below-liquidation-value community-bank setups[asset] Equities·[function] Screeners·added 3mo ago
- 79.0Bloomberg-class equities terminal at <$100/mo — sub-100ms real-time equities, options, futures, and historicals built for traders and analysts.[key] ~32x cheaper than Bloomberg with sub-100ms equity data[asset] Multi-asset·[function] Research·added 3mo ago
- 80.0Free, 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.[key] Open-source Bloomberg-style desktop terminal with built-in QuantLib[asset] Multi-asset·[function] Research·added 3mo ago
- 81.0AI 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 3mo ago
- 82.0AI 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 3mo ago·[via] mcp
- 83.0PE 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 3mo ago
- 84.0Proactive 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 3mo ago
- 85.0Predictive 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 3mo ago
- 86.0Co-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 3mo ago
- 87.0Expert 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 3mo ago
- 88.0Real-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 3mo ago·[via] mobile, mcp, api
- 89.0Natural-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 3mo ago·[via] extension, api
- 90.0Finance-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 3mo ago·[via] api
- 91.0AI-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 3mo ago·[via] desktop, api, mcp
- 92.0Excel-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 3mo ago·[via] desktop
- 93.0AI 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 3mo ago
- 94.0AI 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 3mo ago·[via] api
- 95.0AI-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 3mo ago
- 96.0AI '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 3mo ago
- 97.0Factual 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 3mo ago
- 98.0Multi-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 3mo ago·[via] api, mcp
- 99.0AI 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 3mo ago
- 100.0Automated financial models and near-real-time sell-side consensus for 4k+ companies — Excel add-in, web app, and API.[key] 1hr earnings-update Excel models + sell-side consensus API[asset] Equities·[function] Research·added 3mo ago
- 101.0AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.
- 102.0AI 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 3mo ago
- 103.0Open-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 3mo ago·[via] desktop, api, cli, mcp·[open source]
- 104.0Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.[key] S&P-CapIQ-powered global screener + 10k+ investor portfolio tracking[asset] Equities·[function] Research·added 3mo ago
- 105.0Searchable database of 17k+ paid stock-promotion disclosures, campaigns, and press releases — free per-ticker risk lookup, plus dashboards and an API for paid users.[key] Free per-ticker promotion-risk score + hourly-updated paid-promotion DB[asset] Equities·[function] News & Sentiment·added 3mo ago·[via] api
- 106.0Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.[key] Natural-language queries across S&P-grade fundamentals + segment KPIs[asset] Multi-asset·[function] Research·added 3mo ago
- 107.0AI 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 3mo ago·[via] extension
- 108.0The 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 3mo ago·[via] mcp, GPT