A Koyfin alternative built for deeper AI-driven workflows.
The Stock Research Terminal is designed for users who want more than research dashboards. It adds AI analysis, options intelligence, portfolio workflows, reporting, and collaboration around the research process.
For advisors, active investors, and boutique teams, the goal is simple: reduce tool sprawl while keeping the core research workflow fast, professional, and affordable.
AI Rankings & Scanner
Identify ideas faster with AI-assisted screening, rankings, and research summaries.
Options + Portfolio Analytics
Combine equity research with options views and portfolio-level analysis.
Team Research Workflows
Support shared watchlists, research notes, reports, and advisor-team collaboration.
Frequently asked questions
Who is this for?
Independent advisors, active investors, boutique funds, family offices, and research-driven teams.
Does it replace every institutional terminal?
No. It focuses on practical research, analytics, reporting, and decision workflows rather than institutional messaging networks.
How do I get access?
Review the pricing plans or request a demo to discuss the right workflow and plan.