Alternative Data Built-In

From stock fundamentals & SEC filings to credit card transactions & patents, we've got everything you need, all in one place.

Connect your Portfolio

Securely connect to your brokerage accounts, or just upload a spreadsheet to get personalized results.

Custom-Built AI

Unlike chatGPT, we can do math; everything from arithmetic to discounted cash flow modeling.

Citations

Our AI is trained to reference trustworthy data in its answers.

Pricing

Pro

$249/month

  • access unlimited equity reports
  • email & chat support

Team

$1499/month

everything in the Pro plan, plus:
  • customize the analyst reports
  • ask follow-up questions with AI
  • team collaboration
  • connect to your own cloud document storage
  • premium alternative datasets (credit card transactions, etc.)
  • access through our Slack/Teams bot
  • AI modeling & discounted cash-flow forecasting
  • shared Slack channel for support
  • API access
  • 30 years of historical data

Enterprise

pricing based on AUM

everything in the Team plan, plus:
  • single sign-on
  • connect to your own databases / warehouses
  • custom (fine-tuned) AI models
  • on-premise deployment
  • role based access control
  • audit logs
  • SOC/2 compliance

Frequently Asked Questions

How is this different from chatGPT?+
We're designed specifically for finance professionals, which means our AI
  • references our database to get factual answers, instead of hallucinating incorrect information, and provides citations so you can verify the sources
  • can create charts from accurate data, and answer questions about your portfolio
  • can correctly do math calculations, from the simple ("what's the square root of 5,407") to the complex (modeling and forecasting)
What types of investors is this designed for?+
It's designed for long-term investors, not algorithmic / high-frequency traders.
What is your data coverage & quality?+
We currently cover all U.S. equities, with stock price data for the past 30 years, fundamentals for the past 20 years, and SEC filings & earnings calls transcripts for the past 2 years. Stock prices are adjusted for splits and dividends. Our data is refreshed hourly.
Can I connect my own database and documents?+
Our team / enterprise plans allow you to connect to your own database and cloud storage (Google Drive, Box, etc.)