finqOS
Records investment theses with evidence, screens stocks across 175+ metrics, tracks portfolio performance against benchmarks, and provides daily briefings and market signals.
A research terminal that records the reasoning and evidence behind investment decisions, solving the problem of tracking why a stock was bought and how the thesis performed over time. It targets individual investors, analysts, and finance professionals who need to screen, track, and review their investment theses. The product is delivered as a web-based SaaS platform with a free tier and a paid subscription, offering live market data, a research canvas, and portfolio analytics.
Key features
- Records investment theses with evidence
- Screens stocks across 175+ metrics
- Tracks portfolio performance against S&P 500
- Provides daily personalized briefings
- Shows market regime and portfolio fingerprint
- Aggregates upcoming IPOs, earnings, insider trades
- Tracks trending tickers from Reddit and community
- Offers S&P 500 heatmap and market movers
- No social media activity within the last 30 days
GTM channels
- No GTM activity detected
ICP
- Financial services firms
- Executives founders
- Startups