Services
Advanced Market Research & Charting
Unlock deeper insights into global markets with leading **advanced graphing and charting tools**. Visualize historical prices, technical indicators, fundamental metrics, and performance trends across stocks, ETFs, mutual funds, and more. Create customizable charts, save templates, and spot investment opportunities faster than ever—perfect for independent investors and research teams seeking clarity without complexity. Whether you’re analyzing company financials, comparing sectors, or tracking macro trends, these intuitive tools deliver real-time data and elegant visuals in one place
Portfolio Management & Analytics
Take control of your investments with the robust **portfolio tools**, including My Portfolio, Model Portfolios, and client-ready analytics. Build and rebalance multi-asset portfolios, track performance against custom benchmarks, analyze risk (Sharpe ratio, beta, drawdown), and view exposure breakdowns by sector, region, or asset class. Ideal for individual investors managing personal holdings or advisors handling client accounts—import data easily, monitor holdings, and generate insightful reports to make informed decisions and demonstrate value.
Custom Dashboards, Screening & Alerts
Build personalized **custom dashboards** in to monitor everything that matters: watchlists, market movers, economic calendars, news feeds, and more—all on one screen. Use the powerful **equity screener** with over 5,000 filters to scan over 100K global securities and discover high-potential opportunities in seconds. Set smart **alerts** for price changes, valuation shifts, technical signals, earnings, and news so you never miss a beat. From watchlists to macro overviews, create tailored views that fit your workflow.
F.A.Q.
Get ahead of the market
An all-in-one financial data and analytics platform built for investors and advisors. It combines comprehensive market data, advanced charting, portfolio tracking, screening, and reporting—offering more power and flexibility than many legacy tools, at accessible pricing (including a free tier to get started).
We offer tiered plans: Free for basics, Plus ($49/mo) for unlimited tools and deeper data, Premium for advanced analytics, and Advisor plans for professional reporting and integrations. Annual billing saves up to 30%. Start free and upgrade as needed.
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