AI-Powered Insights. Investor-Driven Results
The Intelligent Visual Financial Terminal
Financial Copilot
Where Data Becomes Insight
Go beyond static charts. Interact with 30 years of live data as our AI instantly surfaces critical insights from every filing and call.
Analyze financial trends over three decades of AAPL
Create, Share and Monetize Your Investment Portfolio
Build investment portfolio with Valumetrix and turn financial expertise into recurring revenue channel.
- Create and manage your investment portfolio
- Monetize your strategy for $299/year
- Share insights with subscribers
- Access detailed analytics and performance metrics
- Join a community of Valuemetrix investors
Portfolio Snapshot
Top Holdings
- NVDA▲ 49.8%
- TSLA▲ 53.97%
- MSFT▲ 17.95%
Meet Your AI Analyst Team
Instantly diagnose your portfolio's health, from hidden risks to top performers.
Discover unique investment opportunities tailored to your specific strategy and risk profile.
Build an optimized portfolio based on your unique financial goals and timeline.
Simulate how your portfolio will perform under any market scenario, like a crash or recession.
Get a definitive side-by-side analysis comparing any two stocks, ETFs, or portfolios.
Automatically transform complex data into clear, insightful charts that reveal the underlying story.
Everything You Need to Invest with Conviction
AI-Generated Reports
Get a complete investment memo, synthesized by AI from financials, call transcripts, and news, in seconds.
Intelligent Newsfeed
Cut through the noise. Our AI filters and prioritizes the news that truly matters to your portfolio and watchlist.
Interactive Financials
Instantly visualize and interact with three decades of clean, standardized financial data. No more spreadsheets.
Key Valuation Analysis
Go beyond simple multiples. Analyze key ratios against historical performance and industry peers to determine true value.
Advanced Stock Screener
Combine hundreds of data points and custom criteria to uncover unique investment opportunities others miss.
Analyst Sentiment & Targets
Track the consensus and see how expert price targets evolve over time to gauge market expectations.
AI-Analyzed Transcripts
Stop reading, start understanding. Our AI analyzes earnings calls for you, highlighting key insights, risks, and sentiment.
Real-Time Portfolio Alerts
Get instant, intelligent notifications on the stocks you own, from significant price moves to breaking news and filing alerts.
Seamless Data Export
Integrate our clean data into your own workflow. Export any dataset or report to Excel or PDF with a single click.
Smart AI Assistant
Get instant financial insights and support with our AI-powered chatbot
Real-Time Financial Answers
Ask about stocks, earnings, and trends anytime.
Smart Investment Insights
Get AI-driven analysis to guide your decisions.
Personalized Recommendations
Receive tailored insights based on your portfolio.
Ask your next question...
Your questions answered.
What is Valuemetrix and who is it for?
Valuemetrix is an intelligent investment research platform for ambitious investors and financial professionals. We provide a complete workspace to: • Discover unique opportunities with AI agents. • Analyze data with interactive charts and reports. • Manage your portfolio with integrated risk tools.
How is this different from other financial platforms?
While others provide raw data, we deliver AI-driven insight. Our platform automates thousands of hours of research, finds patterns you might miss, and provides a seamless, all-in-one workflow for discovery, analysis, and monitoring.
What is the scope of your financial data?
We provide institutional-grade data for over 100,000 global companies, including: • Up to 30 years of clean financial history. • Standardized annual and quarterly statements. • Essential SEC filings and earnings call transcripts. • Real-time news and analyst estimates.
How does the AI actually help me?
Our AI acts as your personal analyst team. It saves you time by reading filings for you, finds critical insights in complex data, and powers our exclusive AI Agents to delegate tasks like portfolio analysis or stress-testing with a single click.
Is my financial data and portfolio information secure?
Absolutely. Security is our highest priority. All of your personal and portfolio data is encrypted using bank-grade AES-256, and we will never share your private data with third parties.
