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Valuemetrix Product Information

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

  1. Start a session with the AI assistant and ask for current prices, performance comparisons, or market analysis.
  2. Use specialized agents to perform a Portfolio Analysis or Scenario Analysis tailored to your goals.
  3. Build an optimized portfolio with the AI Portfolio Builder and review the comprehensive reports.
  4. 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