Streamlined Finance is a research platform for fundamental analysis built for individual investors who want a more professional, data-driven workflow. It helps you find stocks and ETFs, compare companies on key metrics, and make decisions based on data rather than intuition.
Market data in one place
The platform brings together a broad set of financial and macro data in a single interface, including:
US stocks and ETFs
Cryptocurrencies
Bonds
Company financial statements
CPI and GDP indicators
Federal Reserve rates
Finding undervalued ideas
Streamlined Finance includes advanced screeners and quantitative filters designed to surface potentially undervalued or overlooked opportunities.
Build custom screening criteria
Save personal screens to match your investing style
Charts and DCF valuation
You can create detailed, professional-style charts and organize your own analysis hub.
Built-in discounted cash flow (DCF) models
Tools for deeper company valuation and comparison
Who it’s for
Streamlined Finance is useful for active investors, traders, analysts, and anyone focused on systematic research in the US market.
