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Verified financial data + workflow automation

Professional-Grade Investment Research with Automated Portfolio Management

Combining quantitative models, fundamental analysis, and market sentiment to help investors build, analyze, and manage portfolios automatically. Get investment scores and actionable insights across 75,000+ stocks, ETFs, and crypto.

75,000+ global assetsReal-time + audited sourcesLower cost than major providers
75,000+
Stocks, ETFs & Crypto
50+
Global Major Exchanges
15,000+
SEC Filings Analyzed
95%
Lower cost vs major providers

Popular Investment Tools

Explore our most-used features for market analysis and portfolio management

Trusted by Professional Investors

Quantitative Models Meet AI-Powered Insights

Systematic investment analysis combining quantitative factor models, fundamental research, and market sentiment—all in one platform

Quantitative + Fundamental

Multi-Factor Investment Models

Proprietary scoring models combining Value, Quality, and Momentum factors with fundamental analysis. Systematic, data-driven investment decisions backed by quantitative research and market sentiment analysis.

PROOF POINT
Value-Quality-Momentum framework with 12-month historical trends and S&P 500 benchmarking
Automated Analysis

AI-Powered Portfolio Intelligence

Automated portfolio construction, real-time market regime analysis, risk assessment, and actionable recommendations. Combines AI-driven market sentiment with quantitative factor models for clear action signals.

PROOF POINT
Investment Scores, Market Scores, and automated portfolio rebalancing in under 3 seconds
Institutional-Grade Data

Verified Sources & Audit-Ready Reports

Access verified SEC filings, real-time market feeds, and audit-ready data across 75,000+ stocks, ETFs, and cryptocurrencies. Full source attribution and compliance-focused reporting for professional use.

PROOF POINT
75,000+ assets across 50+ global exchanges with SEC filing integration
Cost-Effective

95% Lower Cost Than Legacy Providers

Professional-grade quantitative analysis, portfolio management, and market data at a fraction of traditional costs. No enterprise pricing required for institutional-quality tools and insights.

PROOF POINT
Up to 95% cost savings vs. Bloomberg, FactSet, and other legacy providers
Platform Features

Professional Investment Tools
Powered by Quantitative Models

From systematic scoring to automated portfolio management, get institutional-grade analysis at a fraction of the cost

Investment Score dashboard with value, quality, and momentum analysis
NEW

Investment Score

Quantitative multi-factor analysis

Professional investment scoring combining Value, Quality, and Momentum factors. Get actionable scores (0-100) for any stock with historical trends and benchmark comparisons.

Value, Quality, Momentum analysis
Historical score trends (12-month)
S&P 500 benchmark comparison
Annual & quarterly models
AI Stock Screener conversation and screening results
FREE

AI Stock Screener

Intelligent stock discovery powered by AI

Advanced screening tool to filter and discover investment opportunities across 10,000+ stocks and ETFs. Use 30+ criteria including fundamentals, technicals, and AI-powered insights.

10,000+ stocks & ETFs coverage
30+ advanced filter criteria
Real-time market data
AI-powered recommendations
Automated portfolio manager with holdings and analysis
CORE

Automated Portfolio Building

AI-powered portfolio construction

Build optimized portfolios in seconds based on your goals and risk tolerance, or import existing holdings for instant professional-grade analysis.

Goal-based portfolio construction
Import from brokers/CSV
Instant risk assessment
Rebalancing recommendations