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Automate financial analysis, decide what to act on

Screen stocks, analyze filings, and generate reports, with review steps where your judgment matters.

Start automatingNo credit card · free to start

Stock Screening Pipeline

Import a universe of tickers, fetch financial data, evaluate custom metrics, and export ranked results to Google Sheets.

SEC Filing Analysis

Pull XBRL data from SEC filings, calculate financial ratios, and generate AI-powered analysis reports.

Use cases

Stock screening

Import a universe of tickers, fetch financial data, score them with custom calculations, and export ranked results.

SEC filing analysis

Pull XBRL data from SEC filings, calculate financial ratios, and generate AI-powered analysis reports.

Portfolio monitoring

Track financial metrics for a list of holdings, calculate performance, and produce automated updates.

Ready to automate finance?

Start building finance workflows now.