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​​Our Content​

Welcome to Financial Insights, a powerful toolkit designed to help investors of all levels understand US Equity market dynamics, make informed decisions, and automate investment processes. Whether you are a seasoned investor, a financial advisor, or just starting your financial journey, our framework delivers clear and actionable insights. Below is the content we offer:

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  • Narrative on Stocks and Natural Language Explanations of Financial Scores​​.

    • Investment Analytics covers 1300 US stocks and 30 global macro ETFs.​​

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  • Financial Data Scores & Insights on key aspects of investments.
    The scores are intuitive (ranging from 0 to 1), where higher scores represent stronger financial characteristics.​
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    • Growth Score: Measures whether company sales and profits are accelerating, suggesting potential for repricing.

    • Quality Score: Is the company well managed? meaning it has contained debt, good cost management, governance, and appropriate accounting, sustainable cash-flow generation, etc.

    • Value Score: Assesses whether a stock is cheap or expensive relative to valuation metrics and analyst opinions.

    • Low Risk Score: Evaluates price stability and downside risk through volatility, beta, drawdowns, and long-term performance.
    • ​​Momentum Score: Indicates recent price trends, trading activity, earnings surprises, and market sentiment.​​
       
    • Sales, Price and Profit Dynamics: standardized evolution of sales, profits, cash-flows and prices enables quick and effective assessments of companies, segments, and the earnings seasons. 

    • Flows: we assess volumes and trends to provide comprehensive statistics so you can find the segments that investors favor.

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  • Prices and Financial Metrics.

    • This is the traditional financial data accessible via traditional API services.

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  • Community Blog.

    • ​ We showcase use cases and market updates, as well as code samples so users can easily grasps our tools.​​​​

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  • Custom Solutions for Enterprises.

    • Investment Analytics has experience with all major asset classes, trading and portfolio management.  We can help you deal with the challenges of digital transformation. You can reach us here.​​​​​

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How to Access the Content:​
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  • Free API:

    • For developers building tools and students. We offer free access to a wide selection of our content, including 24'000+ AI summaries on key aspects of companies. This content enables programmers to build agents, analyze companies, make sectors reports, create scripts for video content, inject charts and create advanced portfolio management tools.

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  • Free Google Sheets Add-On:

    • Non-developer, no problem. The content of the APIs can be accessed in Google Sheets so you can create reports, charts and brand your content.

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  • Free ​Community Blog.

    • ​​We showcase use cases and market updates, as well as code samples so users can easily grasps our tools.​​​​

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  • Mobile App:

    • Optimized for your mobile device, this tool is deal for those that want that understand stock investing but don't want to deep dive into technical jargon. Based on our 5-score framework and assisted with AI summaries and explanations, this tool provides vital information non-financial professional.

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  • Desktop App:

    • ​This is a comprehensive tool that allows to deep dive into metrics and analytics of a company, sectors, indexes, macro segments, etc. With just clicks, user can access analysis,  visualizations, data exports and curated AI generated narrative.​

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