One hundred modules for portfolio analysis, risk, and research. Real-time data across seventy exchanges. AI-assisted decisioning. Built for the investors who manage real capital.
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40+ analytics modules. Real-time data. AI. Tax tools. Advisor workflow. One integrated platform — no browser-tab chaos.
Income statement · balance sheet · cash flow · working capital · debt profile · interest coverage · cash conversion cycle. Quarterly and annual, with sector-aware thresholds.
DCF · P/E · P/B · P/S · EV multiples · Margin of Safety · Guidance tracker. Scenario builder with editable CAPM, growth blending, and weighted consensus.
Peer comparison, rankings, and benchmarking across 25+ metrics. Percentile scorecards, strength/weakness analysis, sector-normalized context.
Safety scoring (190+ aristocrat streaks), growth forecasting, ex-date calendar, DRIP calculator, payout-ratio dashboard. Complete income workflow.
Monte Carlo (4 models: GBM, Student-t, GARCH, Regime-switching) · 20-year backtesting · 12-scenario historical stress tests · factor attribution · VaR · Sharpe.
Multi-provider AI with automatic fallback. Chat with your portfolio, auto-generated PDF research, AI-flagged risks, rebalancing suggestions. Across 13+ features.
Tax-lot optimizer, wash-sale-aware loss harvesting, multi-year orchestrator, tax opportunities surface, year-end planner, Form 8949 / Schedule D exports.
TradingView Lightweight Charts · 100+ screener filters · paper trading · price & technical alerts · options flow · NEXUS autonomous agent with Alpaca.
Live quotes from FMP Unlimited + Yahoo + Alpha Vantage + Finnhub. 70+ global exchanges · breadth · movers · sector rotation · economic calendar (FRED).
Multi-client management · suitability questionnaires · white-label reports · billing & invoicing · compliance checklist · model portfolios. Built for RIAs and family offices.
Form 4 insider trades · 13F institutional holdings · whale tracker · short interest · analyst ratings & price targets · earnings surprises · guidance tracker.
Life-simulation engine: retirement projections, major events, tax scenarios. Goals, income projections, rebalancer, portfolio optimizer, real-estate & crypto tracking.
No installation. No training required.
Thirty seconds. Thirty days free. No credit card required.
CSV, manual entry, or read-only brokerage link via SnapTrade.
Risk, dividend safety, tax-loss, rebalancing — surfaced in seconds.
Stress tests, forecasts, alerts, exports — always one click away.
Tooling built for the work — not a demo reel. Used across four roles.
Valuation, dividends, tax-loss harvesting, backtesting, Financial Twin retirement planning — without paying a platform fee per module.
Multi-client CRM, suitability scoring, white-label PDFs, billing & invoicing, model-portfolio engine, compliance checklist. Client-ready reporting on every page.
Multi-account aggregation, tax-lot optimization, concentration-risk warnings, 13F institutional tracking, insider-trade surveillance, real estate + crypto in one view.
20-year backtests, 4-model Monte Carlo, factor attribution, correlation matrices, alpha optimizer, options flow, NEXUS autonomous trading engine via Alpaca.
No tiers. No feature gates. Thirty days free to evaluate — no card on file.
Analytics, data, AI — in one integrated workspace.
Or $400 / year billed annually — saves 17%, equivalent to about $33/month.
Start 30-day free trial arrow_forwardIf there's anything else we haven't covered, write us at support@indyxquant.com.
Yes. 30 days, full access, no credit card required. At the end of the trial we'll ask if you want to continue at $40/month or $400/year. If you pass, your data stays available for export but the subscription lapses. No auto-charge surprises.
Everything — no tiers, no feature gates. 40+ analytics modules across fundamentals, valuation, dividends, peer comparison, risk, tax, trading, and research. Unlimited portfolios, unlimited AI queries, real-time data on 70+ exchanges, 20-year backtesting, 12-scenario stress tests, 4-model Monte Carlo, Financial Twin life simulation, advisor workflow with white-label reports, and PDF + Excel + CSV export on every page.
Quotes and fundamentals from FMP Unlimited (primary), with Yahoo Finance, Alpha Vantage, and Finnhub as redundant fallbacks. Economic indicators from FRED. Earnings surprises, guidance, analyst ratings, insider trades, and 13F holdings all live-sourced. Trading integration via Alpaca for NEXUS autonomous engine. Brokerage sync via SnapTrade (read-only).
Yes. The AI has tool-calling access to your portfolio, live quotes, fundamentals, and every analytics module. It runs Monte Carlo, pulls 13F data, explains valuation scenarios, and generates PDF research on demand. The NEXUS autonomous agent can also execute trades in paper or live mode via Alpaca when enabled.
Both. Individual investors get the same 40+ modules. Advisors & RIAs additionally get multi-client CRM, suitability questionnaires, white-label PDF reports, billing & invoicing, compliance checklists, model-portfolio engine, and Financial Twin for client plans. Family offices use the multi-account aggregation + tax orchestrator + concentration-risk surveillance.
Similar analytics depth, dramatically lower price, plus things those don't have: 4-model Monte Carlo, wash-sale-aware tax orchestrator, Financial Twin life simulation, NEXUS autonomous trading agent, and built-in advisor workflow. We prioritize integration over breadth-for-breadth's-sake. If you need millisecond execution or alternative-data Level 2, a Bloomberg Terminal is still the answer.
256-bit TLS in transit, encrypted at rest, 2FA mandatory option, role-based access control, SOC 2 readiness. Brokerage connections via SnapTrade are read-only by default. We never sell data. AI providers (Gemini, OpenAI) don't train on your prompts.
Yes. One-click cancel from your account page. Every analytics page exports to PDF and multi-sheet Excel, and your holdings, transactions, tax lots, and portfolio history are downloadable as CSV at any time — including after cancellation.