#Investment research
8 tools curated for you
Get instant answers to any investment question with InvestGPT's AI-powered research assistant Discover high-yield stock opportunities using quantitative ranking models and AI stock picking Track real-time market movers and 52-week highs/lows across all major sectors and indices Receive clear buy/sell signals generated by institutional-grade AI analysis algorithms Research comprehensive ETF data across energy, healthcare, and technology sectors Analyze entire markets including S&P 500, Nasdaq, and Russell 1000 in one platform
Receive unbiased trade insights and real-time notifications on market movements through advanced AI models that analyze trends and economic influences Identify trading opportunities faster with sentiment analysis that sends immediate alerts during significant market mood swings across financial news and social media Spot market-moving topics before they impact prices with Buzz Talk monitoring that tracks narrative lifecycles across news and social feeds Access consolidated macroeconomic intelligence through the Discovery Bot that integrates proprietary trading signals and monitors economic impacts Uncover hidden market connections and unseen risks using AI Knowledge Graphs that map relationships across assets, sectors, and data sources Build custom investment screens using natural language search to filter opportunities without coding or technical complexity Monitor portfolio exposure across sectors and asset classes with dynamic risk scoring that tracks evolving risk levels in real-time
Automate investment workflows across the entire deal lifecycle with AI agents that handle sourcing, diligence, and strategy Eliminate research hallucinations and verify every claim with properly cited outputs from domain-tuned LLMs Build custom dealmaking workflows without technical expertise using the intuitive agentic builder for specialized investment processes Access premium intelligence instantly through integrated proprietary knowledge, licensed datasets, and public information sources Accelerate investment decisions with decision-ready outputs that transform unstructured information into actionable insights
Receive a personalized investment strategy crafted from your financial situation, goals, and risk tolerance through AI analysis Save thousands in financial advisor fees while getting professional-grade investment planning tailored specifically to you Get investment recommendations that automatically adapt to different countries' rules and taxation systems for global compatibility See exactly where to invest with a detailed, easy-to-understand breakdown that shows clear allocation steps and investment placement Protect your financial privacy with automatic data deletion after report generation, ensuring your sensitive information is never stored Update your investment strategy instantly when your financial conditions or goals change, maintaining always-relevant advice Choose between beginner-friendly single plans or multiple diversified strategies for accelerated growth at accessible price points
Wake up to a complete portfolio snapshot with overnight moves and macro calendar, delivered by the Morning Briefing agent before market open. Stay ahead of earnings season with a live scorecard of beat/miss, CEO quotes, and guidance changes for every tracked company, powered by the Earnings Monitor agent. Protect your investment thesis by receiving automatic alerts on supporting and contradicting evidence each week, enabled by the Thesis Tracker agent. Detect macro regime shifts instantly with rate expectations, yield curves, VIX, and economic release tracking, handled by the Macro Watchdog agent. Cut hours of manual research by converting SEC filings, earnings transcripts, and news into cited research briefings, using live data from Polygon.io and SEC EDGAR. Eliminate stale data risk through autonomous AI agents that query real-time market data, fundamentals, and filings instead of outdated training sets. Custom-build AI agents in plain English to monitor any market element on your preferred schedule, without any coding or complex setup.
Invest with the proven strategies of legendary investors by selecting a framework like Warren Buffett's value investing or Peter Lynch's growth approach to automatically surface matching opportunities. Apply your personal risk tolerance and criteria using custom filters for P/E ratio, moat score, and growth metrics to tailor high-conviction picks to your portfolio. Discover vetted early-stage startups by evaluating companies through the same fundamental criteria used by top-tier venture capital funds and angel investors. Gain actionable crypto insights with research and on-chain analysis modeled after leading cryptocurrency educators and thought leaders. Access over 80 distinct investment frameworks, from Dividend Aristocrats to Global Macro, to find and apply the methodology that fits your specific investing style.
Make informed investment decisions with AI-generated rankings across stocks, crypto, commodities, indices, and forex, powered by 12 independent AI research agents. Uncover consensus and disagreement among AI agents to gauge market sentiment and identify high-conviction opportunities in your portfolio. Access fully auditable prediction histories for all assets, enabling you to learn from past forecasts and refine your investment strategy. Evaluate investment opportunities with a single score rank across all asset classes, simplifying cross-market comparison and portfolio allocation. Plan your trades with step-by-step predictions and event forecasts spanning 3 months to 5 years, giving you a clear roadmap for potential returns and risks. Gain deep insights from detailed fundamentals and valuation data, including capex sensitivity and financial health scores, to assess asset resilience. Stay ahead of market shifts with major headwinds, tailwinds, tail risks, and tail opportunities highlighted for each asset, ensuring you consider all angles. Trust the research with transparent methodology and open research centers, allowing you to verify every forecast and experiment behind the rankings. Explore different investment scenarios with multi-horizon forecasts and risk-return analysis, helping you choose the best entry and exit points. Enjoy unbiased advice free from broker links or trade incentives, ensuring the research is purely for your benefit, not to generate trading commissions.
Perform deep stock fundamental analysis and valuation on thousands of stocks and ETFs using conversational AI—just ask questions in plain language to get performance, valuation, and risk breakdowns instantly Backtest portfolio strategies against historical market data to uncover drawdowns, volatility, and risk-adjusted returns without writing a single line of code Test technical, mean-reversion, factor, earnings, and sentiment trading strategies in human-readable language and compare their historical performance side by side Stress-test your portfolio against historical market crises to see how your holdings would have weathered past downturns and assess your true risk exposure Measure how your holdings move together and evaluate factor concentration to identify hidden correlation risks and diversification gaps in your portfolio Run side-by-side peer comparisons on fundamentals, valuation, and performance to evaluate competing securities and make sharper investment decisions Save custom strategies and screeners for instant reuse, eliminating repetitive setup and keeping your research workflow consistent across sessions Track watchlists with automated alerts when securities enter or exit your screening criteria so you never miss a meaningful portfolio shift