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Streamlined Finance
The #1 Research Platform for Fundamental Investors

What is Streamlined Finance?

Streamlined Finance is an advanced stock analysis platform designed for fundamental investors seeking data-driven investment decisions. The platform combines AI-powered qualitative analysis with comprehensive stock screening tools, allowing users to discover undervalued stocks, high-growth opportunities, and dividend investments.

The platform features customizable dashboards for monitoring multiple charts, building watchlists, and analyzing macroeconomic data. Users can access detailed fundamental analysis, compare stocks side by side, and leverage AI technology to extract key insights from annual reports, making complex financial research more accessible and efficient.

Features

  • AI Qualitative Analysis: Automated analysis of 10-K annual reports
  • Stock Screening: Filter and discover stocks based on multiple criteria
  • Custom Dashboards: Create personalized views with multiple charts and watchlists
  • Comparative Analysis: Side-by-side stock comparison tools
  • Economic Dashboards: Access to Federal Reserve, Inflation, and Eurodollar data
  • Streamlined Q-Score: Proprietary quantitative analysis metric

Use Cases

  • Discovering undervalued stock opportunities
  • Analyzing high-growth potential stocks
  • Finding stable dividend-paying investments
  • Conducting fundamental stock research
  • Monitoring macroeconomic trends
  • Building diversified investment portfolios

FAQs

  • What payment methods do you accept?
    All major credit cards including Visa, MasterCard, American Express, and Discover, with payments processed through Stripe.
  • Can I switch plans at any time?
    Yes, you can upgrade or downgrade your plan at any time. Upgrades take effect immediately, while downgrades continue until the end of the billing cycle.
  • Is customer support included with all plans?
    Yes, all plans include customer support, with varying levels: Starter Plan has email support, Plus Plan has email and chat support, and Premium Plan includes email, chat, and phone support on request.

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