Live data from 17,000+ stocks — 2026

Give Your Clients an AI Analyst.
Without the Bloomberg Bill.

Your clients ask about any stock. AI answers with live financials, earnings, and plain-English analysis. You look brilliant.

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Real-time market data
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14-day free trial
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What Your Clients See

A clean, focused interface. They ask. The AI answers with real data. You set the context.

Stock Analyst AI — Client Portal
AAPL
Apple Inc. • NASDAQ
$293.50
+2.11% today
Client
Is Apple's growth slowing? Should I be concerned about my position?
AI Analyst
Apple's recent financials show modest headwinds. Revenue declined 2.9% year-over-year and earnings growth fell 5.3%, suggesting a period of consolidation after years of expansion.

However, the underlying business remains exceptionally strong: 47.8% gross margins, a 111% return on equity, and $4.3T market cap. The current P/E of 36x reflects premium positioning in consumer hardware and services.

Key watch: Services revenue (now ~25% of total) continues outgrowing hardware. If that trajectory holds, margin expansion could offset device saturation concerns.

Live financial data

P/E ratios, margins, EPS, revenue trends — pulled fresh from SEC filings. Never stale.

Natural language questions

Clients ask like they talk. "Is this overvalued?" "What happened to earnings?" AI understands context.

No buy/sell advice

The AI is calibrated for compliance. Analysis and context only — no recommendations that create liability.

White-label on Agency

Your logo, your domain, your colors. Clients see your brand — not ours.

Process

Set Up in 15 Minutes

No Bloomberg terminal. No data contracts. No engineering team.

1

Subscribe & get your API key

Choose your plan. You get an API key immediately after payment. No waiting, no onboarding calls.

2

Share the client portal

Send clients your branded URL. They log in, ask questions, get institutional-quality analysis instantly.

3

Look brilliant every time

Every response cites real SEC filing data. Clients see you as the advisor who gave them AI-powered insight.

Pricing

Straightforward. No Surprises.

14-day free trial on all plans. Cancel anytime. No contracts.

Starter
$99 / month
For solo advisors building their edge.
  • 1 advisor account
  • 50 client queries per day
  • All 17,000+ stock coverage
  • Live P/E, margins, earnings data
  • 4 quarters income history
  • Email support
Most Popular
Pro
$199 / month
For growing practices with multiple advisors.
  • 3 advisor accounts
  • Unlimited client queries
  • All 17,000+ stock coverage
  • Full financial data suite
  • Balance sheet & cash flow
  • Priority support
Agency
$299 / month
For RIA firms that want their own brand.
  • Unlimited advisor accounts
  • Unlimited client queries
  • Full financial data suite
  • White-label branding
  • Custom domain support
  • Dedicated support
Why Trust Us

Built for Real Advisors

Not a toy. Not a retail app. Built for professionals who need to be right.

Data from SEC filings

All financial data is sourced directly from official SEC filings via financialdatasets.ai. No crowd-sourced estimates. No lag.

Analysis, not advice

The AI is explicitly calibrated to provide analysis and context — never buy/sell recommendations. Built with compliance in mind.

Powered by Claude AI

Built on Anthropic's Claude — the AI model financial institutions trust for nuanced, accurate language tasks.

17,000+ stocks covered

Every publicly traded U.S. company with SEC filings. If it trades, your clients can ask about it.

Your clients deserve better than a Google search.

Give them institutional-grade analysis. Start your 14-day trial today — no card required for the first 7 days.

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