Valuemetrix | Redefine your investment journey with AI-enhanced analysis
Valuemetrix is an AI-powered investment assistant designed for investors seeking deep portfolio insights, real-time market data, and AI-driven analysis. It combines portfolio analysis, scenario testing, data visualization, stock research, and personalized recommendations to help users build, monitor, and monetize investment strategies.
How it works
- Access an AI-powered assistant to ask about stock prices, performance, market scenarios, and investment insights.
- Use specialized AI agents (Portfolio Analyzer, Investment Opportunity Finder, AI Portfolio Builder, Scenario Analysis, Comparative Analysis, Data Visualization) to perform deep dives and generate actionable outputs.
- Explore comprehensive financial data (thousands of companies), earnings histories, and long-term trends (up to 30-year reports).
- Build and monetize your investment portfolio, share insights, and access detailed analytics and performance metrics.
Features
- AI-powered investment assistant with real-time financial answers and personalized recommendations
- Portfolio Analyzer Agent for deep dive analysis of performance and risk metrics
- Investment Opportunity Finder Agent to identify opportunities aligned with your strategy
- AI-Powered Portfolio Builder to construct optimized portfolios based on goals
- Scenario Analysis Agent to test performance under different market conditions
- Comparative Analysis Agent to compare investments and portfolios side by side
- Data Visualization Agent for automated, intuitive visuals
- AI-curated news prioritizing the most relevant updates
- Stock Reports with in-depth analysis, valuation, and forecasts
- Financials, earnings history, and long-term trends (up to 30-year reports)
- Stock screeners, earnings call transcripts, and analyst targets
- Real-time market news, earnings, and trend insights
- Export options (Excel & PDF) for offline analysis
- Monetization features: create, monetize, and share your investment portfolio
- Access to precise financial information for 100,000+ international publicly traded companies
- Subscriptions and community features for collaborative investing
How to use Valuemetrix
- Start a session with the AI assistant and ask for current prices, performance comparisons, or market analysis.
- Use specialized agents to perform a Portfolio Analysis or Scenario Analysis tailored to your goals.
- Build an optimized portfolio with the AI Portfolio Builder and review the comprehensive reports.
- Track real-time news, earnings, and metrics; export data for further study or sharing with subscribers.
Safety and Legal Considerations
- Information provided is for educational and informational purposes. Always perform due diligence and consult a licensed financial advisor before making investment decisions.
Core Features
- AI-driven insights and real-time market answers
- Deep portfolio analysis with risk metrics
- Opportunity discovery aligned to your strategy
- Optimized portfolio construction and scenario testing
- Side-by-side comparative analysis
- Automated data visualization and AI-curated news
- Extensive stock and company data (100k+)
- Earnings history, forecasts, and long-term trend analysis
- Exportable reports and spreadsheets
- Monetization options for sharing insights with subscribers