

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 2023
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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 2023
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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 2025
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