> Tools for rias.

Weekly digest of activist campaigns, spin-offs, M&A, and strategic reviews across 20+ global markets — structured for fast triage.

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

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

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

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.

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.

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

Transforms SEC Form 13F filings from 8,600+ institutional managers into structured intelligence reports showing trades separated from price drift

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.

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.

Provides 30+ years of market data, stock fundamentals, and ETF holdings via Excel and Google Sheets add-ons with real-time streaming capability.

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

Connects macroeconomic, policy, geopolitical and corporate events to assets, valuation assumptions, portfolios, and trade structures with event-to-asset mapping and causal impact analysis.

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.

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

Emails plain-English diffs of each new 10-K, 10-Q, and 8-K against the prior filing when SEC EDGAR posts them

Provides company fundamentals, interactive DCF valuation modeling, portfolio analytics with live broker sync, congressional trade tracking, and 20-year financial exports in a unified workspace.

Provides 1,000+ source-cited GIS fields for any US address across multiple geographic scales, accessible via web, API, and MCP server for AI agents.

Computes a daily supply chain conditions index from official U.S. data sources and delivers a written brief with actionable market reads.

Tracks activist short seller reports, ranks investigators by verified stock impact, and provides forensic scoring on targeted companies with real-time alerts.

Sends real-time alerts via call, text, email, or push for 65k+ stocks, ETFs, crypto, forex, commodities, and economic signals based on 125+ trigger types including technical indicators, price movements, and earnings.

Provides quantitative coaching and consulting on factor investing strategies for equity markets, with educational factor research visualizations and Portfolio123-based systematic framework design.

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.

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

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.

Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources

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 an AI platform for financial advisors to assist with client communications and portfolio management workflows.

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

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.

Combines stock screening, fundamental research, portfolio tracking, and charting across 800+ metrics and 20 years of historical data for US equities and ETFs

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

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.

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

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

Provides an AI agent that reads documents, transcribes meetings, updates client records, analyzes portfolios, and fills forms for wealth management practices.

Screens stocks, ETFs, and bonds daily using AI-powered Graham-Buffett value investing criteria to identify undervalued picks across NYSE, NASDAQ, and AMEX.

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.

Simulates a 20-specialist board that debates investment deals from risk, legal, financial, operations, strategy, and market angles and generates IC-ready documents.

Tracks activist short selling reports in real-time, scores investigator win rates, and provides stock impact analytics across 1000+ short campaigns

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

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

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-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.

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.

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

Generates KPI forecasts for public companies using consumer search trends, web traffic, and social sentiment data to predict earnings metrics before official releases

Provides standardized financial statement data and footnotes across multiple industry templates via API and Excel add-in

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.

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 trade blueprints by stress-testing user theses against options flow, fundamental metrics, and historical reactions across 120,000+ assets using multi-agent AI.

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

An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.

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.

Modern browsing and search interface for Canadian SEDAR+ public-company filings — the Canadian equivalent of SEC EDGAR.

Where fintwit hires fintwit — a hand-curated, artisanal job board and talent directory for the finance timeline.

Delivers structured, real-time market data and context optimized for AI agents to analyze and make financial decisions.

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.

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.

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.

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.

Proactive AI agents for fundamental investors — real-time news/event monitoring, auto-updating Excel models, and second/third-order supply-chain impact analysis.

Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.

Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.

Natural-language data platform for financial analysts — query, visualize, and audit datasets with explainable logic trees and a built-in data marketplace.

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.

AI 'superagent' for institutional investors — codifies your research workflow over filings, transcripts, expert calls, and alt-data.

AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.

AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.

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.

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.

Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.

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.

AI copilot for SEC filings, earnings calls, and PDFs — query in natural language with sentence-level citations.