AI app for finance · no coding needed
Evidence-backed equity research and portfolio workspace
Reduce research time while keeping every insight traceable to a cited source.
Made for: Independent investors, analysts and small advisory teams researching listed equities
What it does for you
The problem
Stock research is scattered across several subscriptions, so evidence, scores, alerts and portfolio risk are hard to trace back to sources.
What it gives you
Reviewer-approved research notes and portfolio risk views linked to source citations
What you give it
Licensed market datafilingstranscriptsmacro indicatorsportfolio holdings
Build your own version of Stock Market GPT for Investment Research, AllMind AI: Your Personal Stock Analyst and more
One app with what these 10 AI tools do, yours to keep and change: Stock Market GPT for Investment Research, AllMind AI: Your Personal Stock Analyst, Revv Invest, Poe Apps, MyLens Stock Market, Driven, Danelfin, Hudson Labs, AInvest, Gorilla Terminal.
Everything these tools do, in one app
- Real-time market data Provides up-to-date stock prices, news, and market information as it happens.Found in Stock Market GPT for Investment Research, Revv Invest, MyLens Stock Market and 2 more
- AI-powered stock analysis Uses artificial intelligence to analyze financial data and generate insights on stock trends and potential performance.Found in Stock Market GPT for Investment Research, Revv Invest, Danelfin and 3 more
- Natural language queries Allows users to ask questions in plain English to explore complex financial data easily.Found in Stock Market GPT for Investment Research
- Customizable research reports Enables users to generate reports tailored to their specific investment goals and preferences.Found in Stock Market GPT for Investment Research
- Portfolio tracking Helps users monitor their investment portfolios and assess associated risks.Found in Stock Market GPT for Investment Research
- Centralized dashboard Presents actionable insights and comparisons between stocks and competitors in one interface.Found in Gorilla Terminal
- Plain English explanations Translates complex financial metrics and jargon into easy-to-understand language.Found in Revv Invest
- Frontier sector focus Highlights growth opportunities in emerging industries like AI, space, and robotics.Found in Revv Invest
- Dynamic index products Offers diversified investment options in promising growth companies through index-like products.Found in Revv Invest
- Mobile app Provides a polished and intuitive mobile experience for investing on the go.Found in Revv Invest
- Visual data presentation Displays market data and insights in visual formats like boards and cards for quick understanding.Found in MyLens Stock Market
- Hidden signal identification Reveals overlooked risks and opportunities by analyzing market signals.Found in MyLens Stock Market
- Verifiable sources Backs all insights with citations and links to original sources for transparency and auditability.Found in MyLens Stock Market, Driven, Hudson Labs
- Automated monitoring Continuously watches market movements and alerts users to significant changes or opportunities.Found in Driven
- Trade execution Enables users to place trades directly, with confirmation controls and automation options.Found in Driven
- AI score and rankings Assigns scores to stocks based on potential to outperform the market and provides rankings.Found in Danelfin
- Metric extraction Extracts specific financial metrics from various documents like filings and transcripts.Found in Hudson Labs
- Advanced stock screening Filters stocks based on technical and fundamental criteria to identify investment opportunities.Found in AInvest
- Macroeconomic data Provides access to key economic indicators such as CPI, unemployment rates, and consumer sentiment.Found in Gorilla Terminal
- Risk analysis tools Offers advanced analytical tools like regression and value-at-risk analysis to manage investment risks.Found in Gorilla Terminal
How it works, step by step
- Stream licensed real-time prices, news and market data
- Run AI analysis of financial data and trends
- Answer plain-English questions over financial data
- Generate customizable research reports
- Track portfolios and assess associated risks
- Present a centralized dashboard comparing stocks and competitors
- Explain financial metrics and jargon in plain English
- Highlight frontier sectors such as AI, space and robotics
- Offer index-like diversified growth products
- Provide a mobile research experience
- Display market data as boards and cards
- Identify overlooked risks and opportunities from market signals
- Attach citations and links to every insight
- Monitor markets and alert on significant changes
- Route trade orders to a licensed broker with confirmation controls
- Assign AI scores and rankings to stocks
- Extract metrics from filings and transcripts
- Screen stocks on technical and fundamental criteria
- Show macroeconomic indicators such as CPI and unemployment
- Run regression and value-at-risk analysis
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewer-approved research note with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Evidence-backed equity research and portfolio workspace with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Evidence-backed equity research and portfolio workspace with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links5 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare26 KB
- prompt-vps.mdThe same build on your own server (Docker)26 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria13 KB
- demo/index.htmlThe working demo on sample data197 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce research time while keeping every insight traceable to a cited source. For independent investors, analysts and small advisory teams researching listed equities, convert licensed market data, filings, transcripts, macro indicators and portfolio holdings into reviewer-approved research notes and portfolio risk views linked to source citations. The benefit is a testable hypothesis, measured through accepted research notes per analyst hour and corrections after review; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect licensed market data, filings, transcripts, macro indicators and portfolio holdings, then follow this sequence: 1. Stream licensed real-time prices, news and market data. 2. Run AI analysis of financial data and trends. 3. Answer plain-English questions over financial data. 4. Generate customizable research reports. 5. Track portfolios and assess associated risks. Resolve uncertain cases with qualified reviewers, approve reviewer-approved research notes and portfolio risk views linked to source citations, and measure accepted research notes per analyst hour and corrections after review against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. Market data is licensed and delayed or real-time per agreement; scores, rankings and signals are model outputs, not advice. Final investment decisions and trade authorization remain human. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve source attribution, data licensing terms and audit trails. Named reviewers approve substantive claims and publication scope. One licensed market data feed and one filing source; final investment decisions and trade authorization remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One licensed market data feed and one filing source; final investment decisions and trade authorization remain human. Implement one approved input format, a bounded representative case set and the first two task modules: stream licensed real-time prices, news and market data; run AI analysis of financial data and trends. Support the remaining modules with operator review: answer plain-English questions, generate reports, track portfolios and assess risk. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Licensed market data feeds, filings and transcript providers, macro data sources and broker order routing. Cloud storage, spreadsheet and document import/export, and portfolio accounting destinations. Start with file exchange and validate destination specifications before promising direct execution. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Watchlist and market overview, Research and evidence workspace, Portfolio and risk view. Use a thumbnail gallery for watchlists and saved screens, a large central analysis canvas, and a right-hand panel for citations, metrics and comments. Let users compare stocks and versions side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant claim. Make the task-specific outcome reviewer-approved research notes and portfolio risk views linked to source citations visible beside its evidence, review state and value baseline.
