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Provides earnings reports and financial news with heavy traffic; real finance resource.
All-in-one personal finance app combining account tracking, investing, budgeting, and an AI advisor for spending and planning questions.
Feature-rich online trading journal with 600+ statistics, AI query analytics, and broker auto-sync for active traders.
AI platform for M&A and private-market research that maps whole markets, sources off-market targets, and automates analysis.
Fundamental stock-data and backtesting platform for investors and analysts wanting affordable long-history financial data via API.
No public pricing
No public pricing
Free trial available
No public pricing
- ✦Earnings reports summary
- ✦Automatic syncing and categorization of transactions across linked accounts
- ✦AI assistant answering personalized questions grounded in the user's data
- ✦Automated budget creation and subscription cancellation tools
- ✦Investment portfolio tracking with benchmark comparisons
- ✦Financial forecasting and scenario modeling
- ✦Shared finance tracking for couples
- ✦Auto-sync trade import from 200+ brokers
- ✦600+ statistics with interactive pivot-grid charting
- ✦Natural language AI query and chat analytics
- ✦Customizable dashboards with 600+ widgets
- ✦Options flow analysis and options simulator/backtester
- ✦Trading calendar and day/trade planning tools
- ✦Real-time stock screener
- ✦Deal sourcing including off-market companies
- ✦Market and competitor mapping
- ✦Agentic workflow automation
- ✦Company materials and market-map preparation
- ✦Data on 28M+ indexed companies
- ✦Claude integration via MCP
- ✦Stock screener with custom filters and indicators
- ✦Single-stock and portfolio strategy backtesting
- ✦Financial data API in Python, Excel, and JSON
- ✦Bulk CSV data downloads
- ✦Line, scatter, and distribution chart visualizations
- ✦Shareable saved strategies and portfolios
- ✦Industry and regional benchmark comparisons
- →Stay informed about the financial performance of publicly traded companies.
- →Tracking spending and net worth across multiple accounts in one place
- →Getting AI-answered questions about personal investments or budget status
- →Modeling how life decisions or market shifts affect future finances
- →Couples jointly managing shared spending and savings goals
- →Tracking and analyzing trade performance across asset classes
- →Asking plain-English questions about one's own trading history
- →Practicing strategies risk-free with the trading simulator
- →Planning trades and reviewing setups on a trading calendar
- →Backtesting options strategies before live trading
- →Building M&A target lists at scale
- →Sizing markets and finding adjacencies
- →Identifying qualified buyers per mandate
- →Automating repeatable deal research
- →Screening stocks by fundamental indicators
- →Backtesting trading or investment strategies
- →Building custom financial models with API data
- →Comparing company performance to sector averages
- →Learning stock analysis with a student discount