QuantLink
QuantLink is an AI-powered equity research terminal for US-listed stocks. It combines traditional fundamental research with machine learning models and three data surfaces most finance platforms do not cover:
Congressional trade tracking: every stock transaction disclosed by members of Congress under the STOCK Act, at both the politician level and the stock level.
Institutional 13F analysis: quarterly filings from hedge funds and institutional managers, with position-level data showing entries, exits, and sizing changes.
Insider Form 4 monitoring: executive and director stock transactions as filed with the SEC.
The platform also includes machine learning factor models, AI research agents that read primary SEC documents (10-K, 10-Q, 8-K), a stock screener with fundamental and factor-model filters, charting, and portfolio analytics.
Pricing: free tier with no credit card required. Student pricing from $5 per month with a .edu email. Professional plans for advanced usage.
Learn more
Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
Learn more
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights.
Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA.
With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.
Learn more
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments.
Learn more
