CeFinan
SaaS investment analysis platform with AI-powered news summaries, financial metrics, correlation heatmaps and growth tracking for stocks, ETFs, crypto and commodities
The product is a SaaS investment analysis platform that provides AI-powered news summaries, financial metrics, correlation heatmaps, and growth tracking for stocks, ETFs, cryptocurrencies and commodities to help identify opportunities and risks across more than 70,000 companies. It is for individual retail investors and consumers managing personal portfolios. It is delivered as a subscription web platform with tiered plans based on number of analyses, including PDF exports and email alerts.
Key features
- AI-powered news summaries and sentiment
- AI score and analysis updates
- Portfolio health score and AI analysis
- Correlation insights and heatmaps
- Benchmark with market indices
- Dividend analysis
- Historical returns DCA and lump sum
- Company insight card
- Notification push with PDF reports
- Stock share widget
- Multi-portfolio management
- Community trends page
- No social media activity within the last 30 days
GTM channels
- Blog
- Partner program
- API
- Docs
ICP
- Consumers general