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features
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support

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Description

A key feature of effective investing lies in securing superior returns without a proportionate increase in risk. Benjamin Graham was a pioneer of the margin of safety principle, which serves as a foundation for our technology. Although risk can never be fully eradicated, our focus is on identifying exceptional companies that are undervalued, thereby reducing the inherent risks associated with stock investments. Another strategy involves quantitative investing, where one invests in a collection of stocks—often around 40—that share specific winning characteristics. These characteristics are based on over 200 quantitative and qualitative metrics calculated for each stock. This evaluation results in the AI-score, which ranges from -100 to 100 and reflects the stock's investment appeal. Joe is dedicated to helping you achieve better returns on your investment. He finds satisfaction in investing in a remarkable business that demonstrates strong growth potential and possesses an excellent business model, all while being acquired at a price significantly below its true worth. Ultimately, this strategic approach allows for both growth and risk management in the investment landscape.

Description

Stay informed with every detail from earnings calls, where advanced Artificial Intelligence conducts sentiment analyses, delves into the inquiries posed, and examines individual revenue growth alongside margin reports. With just one click, access comprehensive macroeconomic data that empowers you to make informed investment choices based on indicators like CPI, unemployment figures, total retail sales, consumer sentiment, and a variety of other metrics. The design is user-friendly, allowing you to search for any stock by its name or ticker symbol and access all relevant information, stock charts, and links effortlessly. Keep track of essential documents such as SEC filings, quarterly reports, 10-Ks, 10-Qs, insider buying trends, and Twitter sentiment, all in one place. Enhance your investment portfolio management with assurance, as our robust quantitative methods utilize statistical models to pinpoint potential losses and fine-tune your portfolio for optimal risk and return. This holistic approach to investment analysis ensures you are well-prepared to navigate the financial landscape effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Formula Stocks

Country

Denmark

Website

formulastocks.com

Vendor Details

Company Name

Gorilla Terminal

Website

gorillaterminal.com

Product Features

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare No 
For Sales No 
For eCommerce No 
Image Recognition No 
Machine Learning No 
Multi-Language No 
Natural Language Processing No 
Predictive Analytics No 
Process/Workflow Automation No 
Rules-Based Automation No 
Virtual Personal Assistant (VPA) No 

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