- 01.3Idea 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 1mo ago
- 02.1Aggregates 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 1mo ago
- 03.1Weekly 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 1mo ago
- 04.0AI 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 1mo ago·[via] api
- 05.0Open-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 1mo ago·[via] desktop, api, cli, mcp·[open source]
- 06.0Bloomberg-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 1mo ago·[via] mobile
- 07.0Free 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 1mo ago
- 08.0Searchable 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 1mo ago·[via] api
- 09.0Bastion Terminal — systematic stock evaluation, strategy portfolios, and a research newsletter for fundamental investors.[key] Systematic stock-evaluation terminal + curated portfolios[asset] Equities·[function] Research·added 1mo ago
- 10.0Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.[key] Free 35+yr backtests across funds and asset classes[asset] Multi-asset·[function] Portfolio Tracking·added 1mo ago
- 11.0Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.[key] AI 'what-if' scenario testing on your live portfolio[asset] Equities·[function] Portfolio Tracking·added 1mo ago·[via] mobile
- 12.0Conversational 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 1mo ago
- 13.0Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.[key] 30-yr financials + ROIC-focused metrics with API & Sheets add-in[asset] Multi-asset·[function] Research·added 1mo ago·[via] api
- 14.0All-in-one stock research with proprietary Stock Scores, DCF fair-value calculator, and brokerage sync across 170k+ global tickers.[key] Proprietary 7-category Stock Scores with 35-yr history[asset] Equities·[function] Research·added 1mo ago·[via] mobile
- 15.0Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.[key] Free 3-5yr financials (10-40yr on Pro)[asset] Multi-asset·[function] Research·added 1mo ago·[via] mobile
- 16.0AI workspace that generates a structured investment thesis from any ticker in minutes, with free financials and visualizations.
- 17.0Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.[key] Primary-source-only verifiable analyst answers[asset] Equities·[function] Research·added 1mo ago
- 18.0The 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 1mo ago·[via] mcp, GPT