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Description
Transform your financial analysis with state-of-the-art AI solutions that optimize workflows, provide deeper insights, and facilitate more informed decision-making. Discover valuable financial information effortlessly with our AI Chat—your reliable resource for immediate, real-time inquiries about company financial statements. Enjoy instant AI-generated summaries that distill extensive financial reports into clear, actionable insights within moments. Leverage comprehensive AI risk assessments to identify potential vulnerabilities in financial reports, thus supporting well-informed decision-making backed by data. Quickly extract essential insights from corporate discussions to enhance your investment strategies. Simplify data analysis processes, allowing you to make accurate and informed decisions with confidence. Experience the convenience of a fully-featured dashboard that provides all the crucial data you need to meet your analytical requirements effectively. Elevate your financial operations and stay ahead in a competitive landscape with these innovative tools.
Description
From unusually extensive news coverage to new SEC filings, approaching ex-dividend dates, or notable price fluctuations, we ensure you have all the information you need. Stay informed about your stocks, cryptocurrencies, ETFs, and mutual funds within a single portfolio. Our daily newsletter, complemented by real-time updates from Thomson Reuters, keeps you aware of developments regarding the companies that matter most to you. You can quickly access historical SEC filings to facilitate bulk downloads of relevant tables. The platform allows you to automatically consolidate figures from various tables while selecting the data that piques your interest. Engage with your colleagues by highlighting sections of financial documents and sharing your insights. Utilize the comprehensive full-text search feature to locate specific terms in any filing or transcript conveniently. Furthermore, you can annotate important data points inline, making it easier to export them and synchronize with your analytical model, enhancing your overall productivity. This way, you can make informed decisions based on comprehensive insights.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
$50 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Invstr
Website
invstr.ai/
Vendor Details
Company Name
wallmine
Founded
2018
Country
Czech Republic
Website
wallmine.com
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection