Investment Analysis
AI Finance Team
Analyze stocks, sectors, and portfolios with live market data
Your AI finance team pulls live market data, builds interactive dashboards, and compares company performance side-by-side so you can spot trends before the market does.,Every analysis is backed by primary sources: SEC filings, earnings transcripts, analyst reports, and real-time price action. No hallucinated numbers, no stale data.,Output is investor-grade — clean tables, citation-ready charts, and the underlying methodology written out so any reviewer can verify the work.
Benefits
How It Works
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At a Glance
- Live
- Market data refreshed on every prompt
- 100+
- Tickers compared in one dashboard
- 0
- Manual spreadsheets to maintain
- Minutes
- From raw data to shareable dashboard
Why Speed-to-Insight Matters
Auditable, Not Just Fast
FAQ
Where does the price data come from?
Your team uses exchange-grade feeds and licensed data providers. Every chart cites its source so a compliance officer can verify.
Can it analyze private companies?
Yes — your team pulls from PitchBook-style datasets, press releases, and any internal CRM data you connect.
How current is the data?
Quotes are real-time during market hours. Fundamentals refresh on every filing.
Can I save analysis as a template?
Yes. Save any dashboard as a reusable workflow, then run it across new tickers in one click.