Streamlined Finance

Individual investors and finance professionals can use Streamlined Finance to research investments, compare company fundamentals, and organize market information in one workspace. It covers US stocks, ETFs, cryptocurrencies, bonds, and macroeconomic data, with tools for finding stocks by valuation, growth, or dividend characteristics. Users can view charts and financial data in visual formats, compare stocks side by side, and keep watchlists. AI-generated analysis summarizes earnings transcripts and news articles to support company research. Custom dashboards bring together selected charts, metrics, and stock lists, including macroeconomic topics such as Federal Reserve activity and US inflation. The platform also includes tools for researching portfolios and exploring how investments may be combined.

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