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
In public markets, the alpha is in the gap between when data arrives and when a decision is made. Your AI finance team closes that gap from hours to minutes. By the time a junior analyst would finish pulling data from three terminals, your dashboard is already built, the peer comp is done, and the first draft of the memo is sitting in your inbox.
Auditable, Not Just Fast
Speed without auditability is dangerous in finance. Every number on every chart links back to a citation: the SEC filing, the analyst note, the transcript timestamp. When compliance asks where a figure came from, you have the answer in one click.
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.