Streamlined Finance

The #1 Research Platform for Fundamental Investors

Freemium

Description

Streamlined Finance offers a comprehensive suite for stock market analysis, designed specifically for fundamental investors. The platform aims to simplify the process of finding investment opportunities by allowing users to discover stocks based on various criteria like top gainers/losers, undervaluation, high growth (EPS or Revenue), and dividend yields. Users can filter potential investments by volume, market cap, and specific time periods.

Beyond discovery, the tool provides in-depth analysis capabilities. A key feature is the AI-Generated Qualitative Analysis, which saves time by summarizing crucial information from lengthy 10-K annual reports, including overviews, risks, and strategies. Streamlined Finance facilitates side-by-side stock comparisons to help evaluate relative merits without manual calculations. Additionally, users can create personalized dashboards integrating multiple charts, custom watchlists, stock screeners, correlation tables, and macroeconomic data (like Federal Reserve activity, US inflation, and Eurodollar rates) to support data-driven investment decisions and portfolio construction.

Key Features

Stock Discovery: Find top gainers/losers, undervalued, high growth, and dividend stocks with filters.
AI Qualitative Analysis: Get AI-generated summaries of 10-K annual reports (overview, risks, strategy).
Stock Comparison: Compare multiple stocks side-by-side and in tables.
Custom Dashboards: Build personalized dashboards with charts, watchlists, screeners, and macro data.
Stock Screening: Screen through up to 3000 stocks based on various indices.
Market Dashboards: Access pre-built dashboards for Federal Reserve, US Inflation, Eurodollar, and Quarterly Earnings.
Streamlined Q-Score Access: Utilize a proprietary quantitative finance score for stock assessment.

Use Cases

Finding stock investment opportunities based on fundamental criteria.
Performing in-depth fundamental analysis of public companies.
Comparing potential stock investments directly.
Monitoring market trends and macroeconomic indicators.
Summarizing and understanding complex 10-K financial reports quickly.
Building and managing personalized investment watchlists.
Making data-driven investment decisions.

Frequently Asked Questions

What payment methods do you accept?

We accept all major credit cards, including Visa, MasterCard, American Express, and Discover. All payments are securely processed through Stripe.

What happens if I cancel my subscription?

If you cancel your subscription, you will still have access to your plan’s features until the end of the current billing period. After that, your account will revert to the free version, and you will no longer have access to features of your paid plan.

Can I switch plans at any time?

Yes, you can upgrade or downgrade your plan at any time. For upgrades, the changes will take effect immediately. For downgrades, you will continue to have access to your previous plan's features until the end of the billing cycle.

Are there any setup fees?

No, there are no setup fees for any of our plans. You only pay the subscription cost.

Can I get a refund if I’m not satisfied?

We offer a 30-day money-back guarantee for our yearly subscriptions. If you are not satisfied with our service, you can request a refund within 30 days of your purchase.