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Agentic AI for Finance

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What we do

Financial Data

We aggregate reliable information from multiple financial data providers and you can also connect your own internal documents for a more complete view.

Live Market Data
News Feed
SEC Filings

Portfolio Integration

Put your portfolios into context with seamless integration that helps you understand your allocation and risks in real time.

Allocation Clarity
Risk Monitoring
Portfolio Context

Agentic Workflows

Use our AI Agents for daily briefings on your portfolio, monthly reports or in-depth research on a stock.

Tailored Reporting
New strategies
Automated Research

Insights

Discover powerful features that transform how you analyze financial data

Stocks

Stocks

Our stock data is powered by Financial Modeling Prep (FMP), a leading provider of global market and financial information. Through FMP we have access to an extensive database that covers more than 70,000 securities across 60+ exchanges worldwide.

FMP provides real-time and historical market data including live prices, intraday movements, volume, price ranges, and volatility measures. It also offers in-depth company fundamentals such as balance sheets, income statements, cash flow statements, financial ratios, and both quarterly and annual filings.

The database extends back 30 years for equities, 20 years for commodities and forex, and 15 years for company financial statements. This depth and breadth of data allow us to analyze performance, compare industries, and build reliable insights for better informed investment decisions.

News

News

Our news content is powered by NewsAPI.ai, a leading provider of global news data. With NewsAPI.ai we have access to more than 150,000 sources in over 60 languages, updated in real time and supported by historical archives dating back to 2014.

The coverage includes complete articles with full body text and is enriched with structured information such as entities, topics, events, sentiment and source details. This breadth and depth of news data allow us to monitor developments worldwide, follow industry trends, and deliver timely and reliable insights.The coverage includes complete articles with full body text and is enriched with structured information such as entities, topics, events, sentiment and source details. This breadth and depth of news data allow us to monitor developments worldwide, follow industry trends, and deliver timely and reliable insights.

Portfolios

Portfolios

coming soon...

Document processing

Document processing

coming soon...

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Frequently Asked Questions

Find answers to common questions about our platform