Streamlined Finance for Web

Platform overview

Streamlined Finance is a web application designed for both retail and professional investors. It centralizes financial research and decision support by delivering a broad set of market data, comparisons of company fundamentals, and visualization tools that make analysis faster and clearer.

Asset coverage

• Cryptocurrencies
• Bonds
• ETFs
• US equities

Main functionality

Streamlined Finance helps users find attractive opportunities across markets and assess securities using quantitative and qualitative data. Its core capabilities include:

• Screening for dividend-paying companies and income-focused options
• Surfacing high-growth names and momentum candidates
• Highlighting undervalued stocks based on fundamental metrics

Visualization and comparison tools

The platform presents data through interactive charts and tabular layouts that simplify cross-instrument comparisons. Users can view multiple time series simultaneously, customize layouts, and export snapshots for reporting or further review.

AI-driven research aids

An AI Analysis module augments the research workflow by producing concise summaries of earnings call transcripts and distilling relevant news articles to speed up fundamental review. Additional productivity features include:

• Building tailored dashboards focused on specific themes or indicators
• Displaying multiple charts on a single screen for side-by-side analysis
• Creating and managing personalized watchlists

Thematic and macroeconomic monitoring

Dashboards can be configured to track broader economic signals such as inflation trends, central bank communications, and other macro indicators. This enables investors to align security selection with the prevailing economic backdrop.

Value proposition

Streamlined Finance aims to give investors a repeatable, data-driven framework for portfolio construction and decision-making, combining visualization, screening, and AI summaries to reduce research time and improve conviction.

Alternative suggestion

If you’re exploring comparable tools, consider ScanRelief Free as an alternative that may offer a different balance of features or pricing.