Streamlined Finance is the tool that turns a pile of numbers into a story you can actually read. In a world where data overload is the norm, this platform cuts through the noise with AI-powered summaries of earnings calls and news articles, so you can focus on the decisions that matter.
1. AI summaries that turn hours of transcripts into a 2-minute digest 2. Interactive charts that let you compare fundamentals side-by-side 3. Custom dashboards for macro data like Fed rates or inflation 4. Uncorrelated portfolio builder that spreads risk automatically 5. Real-time gainers/losers and growth screeners for quick opportunities I was torn between a spreadsheet and a full-blown terminal when I first needed a quick stock screen.
This tool felt like a middle ground-simple enough for a rookie, yet powerful enough for a pro. Target audience: Individual investors, day traders, and portfolio managers who need fast, data-driven insights without the steep learning curve of Bloomberg or the free but clunky Yahoo Finance interface. Use cases include daily stock screening, dividend yield tracking, macro-economic monitoring, and portfolio diversification.
Compared to other research platforms, Streamlined Finance shines because it blends AI with clear visuals without charging a fortune. The free tier gives you core features; the Pro plan unlocks advanced AI and dashboards. In short, if you want to skip the spreadsheets and get actionable insights in minutes, give Streamlined Finance a spin.
Sign up for the free tier today and see if it fits your workflow.
1. AI summaries that turn hours of transcripts into a 2-minute digest 2. Interactive charts that let you compare fundamentals side-by-side 3. Custom dashboards for macro data like Fed rates or inflation 4. Uncorrelated portfolio builder that spreads risk automatically 5. Real-time gainers/losers and growth screeners for quick opportunities I was torn between a spreadsheet and a full-blown terminal when I first needed a quick stock screen.
This tool felt like a middle ground-simple enough for a rookie, yet powerful enough for a pro. Target audience: Individual investors, day traders, and portfolio managers who need fast, data-driven insights without the steep learning curve of Bloomberg or the free but clunky Yahoo Finance interface. Use cases include daily stock screening, dividend yield tracking, macro-economic monitoring, and portfolio diversification.
Compared to other research platforms, Streamlined Finance shines because it blends AI with clear visuals without charging a fortune. The free tier gives you core features; the Pro plan unlocks advanced AI and dashboards. In short, if you want to skip the spreadsheets and get actionable insights in minutes, give Streamlined Finance a spin.
Sign up for the free tier today and see if it fits your workflow.
