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Stock analysis
SimFin is a stock analysis software and data download platform that provides advanced tools for financial insights with fundamental data and portfolio analysis. It offers a range of features including stock screening, backtesting, and access to financial data of over 5,000 stocks. SimFin is a trusted platform for savvy analysts to optimize investment strategies.15 May 2023Readmore -
AI financial advisor
PortfolioPilot is the first AI financial advisor registered with the SEC. Make better investing decisions with 360° portfolio analysis and hyper-personalized recommendations guided by our hedge-fund caliber Economic Insights Engine.26 Sep 2023Readmore -
AI
Generated Assets is an interactive AI tool from Public.com that allows users to turn any investment idea into an investable index. By describing an investment idea in a prompt bar, the AI screens thousands of stocks to help build a tailored index. It is an interactive analysis tool brought to you by Public Holdings, Inc. ("Public") that assists in searching for stocks and ETFs with AI, creating a portfolio, and comparing key metrics for that portfolio against the benchmark S&P 500.16 May 2025Readmore -
Investment chatbot
Rize Capital is an AI-powered investment chatbot that provides real-time insights on over 100,000 stocks, ETFs, crypto, and more. It simplifies investment research by bridging LLMs and institutional-grade financial data to provide users with precise answers in seconds. It acts as an investment copilot, helping users identify risks in their portfolio and answering any questions about their investments.11 Mar 2025Readmore