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Investment Research apps and integrations
Investment Research apps bring real-time and historical market data, company fundamentals, earnings, filings, pricing, and portfolio information into AI conversations. Compare coverage across stocks, funds, options, crypto, and other assets, plus available market and technical analysis, portfolio access, and whether an app supports research-only or trading workflows.
302 apps
Top investment research apps
Open full directory →Developer Tools
Alchemy
By Alchemy Insights Inc.
Alchemy helps developers inspect EVM and Solana blockchain data, manage Alchemy apps and infrastructure, review usage, and configure webhooks and Gas Manager policies through ChatGPT.
Tools: 173 · Prompts: 2
Finance
Kryptos
By Kryptos
Kryptos brings your crypto portfolio, transaction history, tax figures and accounting ledger into ChatGPT, across 5,000+ exchanges, wallets and blockchains. Ask what you hold and what it is worth, search your transaction history by asset, wallet, label or date, review DeFi positions and NFT collections, and look at the ledger detail behind any trade. Kryptos also finds the data problems that make crypto tax wrong — missing prices, missing cost basis, sells with no matching purchase, balances that disagree with the ledger, wallets you never connected — and lets you fix them in the same conversation: recategorise a transaction, correct a price, merge a transfer that detection missed, or add a trade that never made it into an export. Finance teams can map transactions to a chart of accounts, apply categorisation rules, generate double-entry journals and push them to Xero, QuickBooks or Softledger. You sign in to Kryptos with OAuth and grant access to one workspace. Kryptos never asks for exchange API keys or wallet private keys in the conversation. It reads and records only — no tool can send, swap, withdraw, deposit or trade any asset. Requires a Kryptos account.
Tools: 150 · Prompts: 3
Finance
Lexfi
By Lexfi
Lexfi gives ChatGPT access to structured financial data for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets through a unified MCP connection. Users can retrieve market data, company information, economic indicators, ownership activity, and financial signals directly in conversation. Lexfi is a financial data provider and does not execute trades or provide investment advice.
Tools: 139 · Prompts: 3
Finance
Alpha Vantage
By Alpha Vantage Inc.
Real-time and historical stock prices, quotes, and price history for any ticker, spanning stocks, ETFs, mutual funds, options, forex, commodities, and global indices. Licensed by major global exchanges for institutional-grade accuracy. Access 200+ global market indices, ETF profiles and sector allocations, and top gainers/losers/most active tickers. Pull company fundamentals, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze options chains, put-call ratios, and volume/open-interest ratios for market positioning and sentiment analysis. Query 50+ technical indicators (RSI, MACD, moving averages, Bollinger Bands, VWAP, and more), plus advanced rolling and fixed-window analytics for volatility, correlation, and performance metrics, ideal for backtesting and building trading strategies. Check forex and currency exchange rates, global commodity prices (gold, silver, oil, natural gas, agricultural goods), and economic indicators like GDP, CPI, inflation, unemployment, treasury yields, and the federal funds rate. Built for portfolio analysis, valuation modeling, quantitative research, and agentic workflows, from quick ticker lookups to multi-step financial analysis.
Tools: 133 · Prompts: 3
Financial-Services
Maestro
By Maestro
Connect your AI assistant to Maestro, the operating system for private-equity portfolio management. Ask about company performance and let the assistant pull goals, objectives, KPIs, initiatives, assessments, dashboards, and updates — then make changes with a confirmation step before anything is written.
Tools: 130
Data-Analytics
0xArchive
By 0xArchive
0xArchive gives Claude direct access to deep market data for Hyperliquid and Lighter.xyz, so you can research, backtest, and answer market questions in conversation instead of writing collection scripts. Coverage spans Hyperliquid perpetuals, spot pairs, HIP-3 builder markets, and HIP-4 outcome markets, plus Lighter.xyz. Available data includes: Order books. L2 aggregated depth and full L4 order-level books with individual order IDs, per-order sizes, and wallet attribution. Point-in-time reconstruction at any timestamp, periodic checkpoints, and raw order-level diffs. Trades and orders. Trade and fill history with maker and taker sides, order lifecycle events, TP/SL trigger orders, TWAP execution status, and aggregated order flow. Derivatives data. Funding rates, open interest, mark and oracle prices, candles from 1m to 1w, liquidation events and volume, and projected liquidation level maps computed from clearinghouse position state. Data quality. Every dataset reports its own coverage, freshness, and latency, and there are tools for incident history and SLA reporting. Coverage start dates differ per dataset and venue, so ask the coverage tools rather than assuming a range. Common uses: pull tick-level trades and order book states for backtesting, inspect where liquidation risk and resting stop orders cluster around current price, compare depth, funding, and open interest across venues, and check data completeness before relying on a range. Any 0xArchive account can connect, including the free tier. Usage is metered by credits rather than gated by dataset, so every data type is reachable on every plan.
Tools: 119
Finance
FinLens
By Hoàng Mạnh Hùng
FinLens helps users research Vietnam's listed equities and financial markets in ChatGPT. It retrieves company, price, and intraday data; compares financial statements, peers, and valuation; and analyzes flows, technical signals, funds, bonds, warrants, dividends, macro data, news, and broker research. It is informational research only and does not execute trades or provide personalized investment advice.
Tools: 107
Finance
Coinversa Pulse
By Coinversaa Incorporated
See what the best traders are doing right now, across Bitcoin, Ethereum, Solana and hundreds of crypto markets, plus stocks (S&P 500, Tesla, Nvidia, Apple), gold and oil, all traded on Hyperliquid. Ask Claude questions like: - Are the best traders long or short Bitcoin right now? - Where are the big liquidation clusters on ETH? - What are top traders and whales doing on the S&P 500? - Is gold crowded? Is open interest building into this move? - Profile any wallet: PnL, win rate, biggest wins and losses, drawdown. - Who are the most profitable traders this month? Coinversa Pulse tracks every Hyperliquid wallet and groups traders by track record, from smart money and whales to "exit liquidity", so you can see who is positioned where, not just the price. It covers live positions, liquidations, open interest, funding, order-book depth, full trading history with PnL, and HIP-4 prediction and outcome markets. For builders: the same data is available over a REST API and live WebSocket streams, plus builder-DEX revenue and user analytics. Over 100 tools, all read-only: Coinversa never places trades, never touches funds and never asks for wallet keys. Market data and analytics only, not investment advice. Requires a free Coinversa account: sign in when you connect. New accounts get a 14-day Pro trial.
Tools: 106 · Prompts: 3
Finance
Unusual Whales
By Unusual Whales Inc
Unusual Whales helps users research markets through ChatGPT with options flow, option chains, equity fundamentals, insider and congressional trading, macro rates, charts, and related market data.
Tools: 101 · Prompts: 3
Finance
Further
By Further Finance Ltd
The Further MCP allows you to query your LP fund in intricate detail. Once connected, you can use this to check fund and vehicle performance, review capital calls and distributions, look up portfolio company holdings and returns, reconcile bank accounts, pull general ledger and trial balance data, and answer other questions based on your live Further data.
Tools: 94 · Prompts: 3
Finance
Binance
By Binance
Binance for ChatGPT lets you access and explore Binance public, read-only market data using natural language. Retrieve current and historical prices, order books, recent trades, candlesticks (klines), and exchange metadata across Spot, Futures, and Options. No authentication is required. This app does not access user accounts and does not support trading or transactions. Market data is provided “as is” from Binance’s public APIs and may be delayed, incomplete, or subject to change. This information is for informational purposes only and should not be relied upon for trading or financial decisions. Binance makes no representations or warranties regarding accuracy or timeliness and disclaims all liability arising from use of this data.
Tools: 90 · Prompts: 1
Financial-Services
Slatemark
By PD&A LLC
Connect Claude to market data, technical calculations, SEC filings, and macroeconomic research. On Free, ask about a stock without a journal entry or brokerage link. Slatemark supplies prices, calculations, and source details; Claude creates the response. Market prices are typically about 15 minutes behind live exchange prices. Tool results identify their source and available freshness information. Tools vary by plan, configured access, credentials, and upstream availability. On Plus, delayed option-chain snapshots are available where listed; they contain no Greeks and use indicative, non-executable midpoint marks. Your private trade journal and framework rules are optional context. Compare facts with rules you recorded, keep your thesis beside the outcome, and review your own closed trades. The Strategy Scorecard describes your past results; it does not forecast future ones. On Plus, authorized brokerage connections provide read-only Account Data: balances, positions, orders, and activity. Available fills can be imported and reconciled periodically. Brokerage Account Data is not market data. No signals. Receipts. Market and research tools and brokerage access are read-only. At your direction, journal tools can change only your Slatemark records. Slatemark cannot place, modify, or cancel orders or move money. Slatemark hosts no model and does not provide investment advice or personalized trade recommendations. Slatemark is not a registered investment adviser, broker-dealer, financial planner, or fiduciary. A Slatemark account is required. This listing installs only the connector; the optional senior-analyst skill is separate.
Tools: 87
Financial-Services
TEXT TO QUANT
By Spekule
TextToQuant turns a plain English trading idea into a real backtest on real market data. Describe a strategy in words asset, timeframe, entry and exit rules, stops and targets and it parses it into exact rules, runs the backtest, and returns a graded report with honesty flags (zero fees, missing stops, thin sample) so a result is never over-trusted. What you can do from Claude: • Run and rerun backtests across crypto, forex and equities, then see the full report: price chart with trade markers, equity and drawdown, trade ledger, Monte Carlo and the metrics board. • Stress test a strategy: parameter sweeps, walk-forward tests, multi-asset checks and an overfitting verdict (Deflated Sharpe, PBO). • See where the edge lives: performance by market regime and by indicator context. • Compare strategy variants side by side and build shared-capital multi-asset portfolios. • Author custom indicators in Pine Script, JavaScript or Python and use them in strategies. • Scan the crypto market, set alerts, export a strategy to Pine Script, and share any run as a public interactive report. Research and education only: nothing is traded and nothing is sold inside Claude. Runs bill from the same plan and credits as your TextToQuant account.
Tools: 77
Financial-Services
BRAPI
By brapi.dev
O BRAPI conecta o Claude aos dados do mercado financeiro brasileiro. Pergunte em linguagem natural e receba números com a data de cada dado. O que você pode consultar: - Ações, ETFs e índices: cotação, histórico de preços, perfil da empresa e indicadores. - Balanços: DRE, balanço patrimonial, fluxo de caixa e DVA, trimestrais e anuais. - Dividendos e JCP: histórico de proventos por ativo. - FIIs: indicadores, dividendos, imóveis, carteira e relatórios, com histórico. Também Fiagro, FIDC e FIP. - Fundos de investimento: perfil, histórico da cota, carteira e indicadores. - Opções: cadeia, vencimentos, strikes, volatilidade implícita, gregas e posições em aberto. - Futuros: cotação, histórico, especificações, opções sobre futuros e curva de juros. - Tesouro Direto: títulos, taxas e preços, com histórico. - Macro: Selic, inflação, séries do BCB, moedas e criptomoedas. - Tickers: busca por nome da empresa e mudanças de ticker. Exemplos de perguntas: - "Compare o dividend yield de ITSA4, BBAS3 e TAEE11 nos últimos 5 anos." - "Mostre a receita e o lucro da WEGE3 por trimestre desde 2022." - "Quais são os imóveis e a vacância do HGLG11?" - "Monte a cadeia de opções de PETR4 para o próximo vencimento, com as gregas." - "Como a Selic e o IPCA mudaram nos últimos 12 meses?" Como usar: crie uma conta em brapi.dev e conecte. Alguns dados exigem um plano pago. O Claude avisa quando um dado não faz parte do seu plano. Os dados vêm de fontes abertas e públicas, como CVM, BCB e Tesouro Nacional. O BRAPI fornece dados, não recomendação de investimento.
Tools: 75
Data-Analytics
Flashalpha
By Flashalpha LTD
FlashAlpha gives Claude live and historical options market analytics across 6,000+ US equities and ETFs. Ask about dealer positioning by strike (gamma, delta, vanna and charm exposure), key levels (gamma flip, call wall, put wall, max pain), SVI-calibrated implied volatility surfaces, volatility risk premium with z-score conditioning, skew and term structure, 0DTE analytics, expected moves, earnings analytics, unusual options flow, and cross-market screening across the full universe in a single call. A minute-level historical archive back to April 2018 lets Claude replay any metric at any point in time for backtesting, event studies and regime analysis. Example prompts: - "What's the gamma exposure profile on SPY right now, and where's the flip?" - "Is NVDA implied vol rich or cheap versus realised ahead of earnings?" - "Screen the market for the highest VRP names with liquid weeklies." - "Replay TSLA dealer positioning at 3pm on 5 August 2024." All tools are read-only analytics. FlashAlpha does not execute trades, handle funds or provide investment advice. Requires a FlashAlpha account. Free tier available; paid tiers unlock higher quotas, full historical depth and streaming.
Tools: 73
Finance
Finhay
By Finhay Securities Joint Stock Company
Access Vietnam's financial markets through Finhay Securities' infrastructure. Get stock prices across HOSE, HNX, and UPCOM, dive into company financials: income statements, balance sheets, cash flow..., and track macroeconomic indicators, FX rates, gold, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietnam's market. All through conversation.
Tools: 72 · Prompts: 3
Financial-Services
Webull
By Webull
Connect your Webull account to Claude and explore global financial markets through natural conversation. Ask about account balances, positions, real-time quotes, historical price bars, K-line charts, futures and options data, analyst ratings and price targets, or manage your watchlists — all without leaving the chat. Webull MCP brings institutional-grade market intelligence to your fingertips, combining real-time data, deep analytics, and portfolio visibility with bank-level account security, so you can research, monitor, and act with confidence.
Tools: 71
Finance
Alpaca Paper Trading
By Alpaca
Alpaca’s ChatGPT Plugin provides direct access to paper trading execution via Alpaca's Trading API and Market Data API. Connect ChatGPT to your Alpaca paper account to place simulated trades across stocks, ETFs, options, and crypto. Monitor your positions, analyze market trends, and manage your account through natural language. Insights generated by Alpaca’s MCP server, ChatGPT plugin and connected AI agents are for educational and informational use only and not investment advice. Do your own due diligence before making decisions. AlpacaDB, Inc.’s Paper Trading API uses simulated funds and does not enable transactions in real securities. Its availability and content do not constitute an offer, solicitation, investment advice, recommendation, or endorsement involving securities, derivatives, futures, or trading strategies. The API is not offered in jurisdictions where AlpacaDB, Inc. or its affiliates (collectively, “Alpaca”) are not authorized to conduct business. Options trading is not suitable for all investors due to its inherent high risk, which can potentially result in significant losses. Please read Characteristics and Risks of Standardized Options (https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document) before investing in options. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and disclosures from Alpaca Clearing and Alpaca Crypto.
Tools: 70 · Prompts: 3
Finance
Noweir Market Data
By MAHMOUD
Get structured stock quotes, technical indicators, trend data, symbol search, and Yahoo-derived fundamentals directly in ChatGPT. Noweir Market Data is read-only, does not connect to brokerage accounts or execute trades, and clearly labels market-data limitations.
Tools: 70 · Prompts: 3
Financial-Services
TipRanks Financial Data
By TipRanks
TipRanks provides live financial data and analyst research for informational purposes. Tools cover: real-time stock quotes and price history; analyst consensus, price targets, and the proprietary Smart Score; financial statements, earnings history, estimates, and earnings-call summaries; dividends and stock splits; news and blogger sentiment; insider transactions; hedge-fund and congressional (politician) trading; ETF analysis, holdings, and screening; options activity; and cross-asset data for commodities, forex, crypto, and indices — plus market movers, sector and market performance, and economic, IPO, and FDA/clinical-trial calendars. Authenticated users can also read their own TipRanks portfolios (holdings, performance, and allocation). All 70 tools are read-only — the connector never places trades or modifies accounts. Data is for informational purposes only and is not investment, financial, legal, or tax advice; quotes may be delayed.
Tools: 70
Financial-Services
Redbark
By Redbark
Redbark connects Australian and New Zealand banks, US banks, and global brokerage accounts to the tools you already use. The Redbark connector gives Claude live, read-on-demand access to that financial data and to your Redbark account. With the connector, Claude can: - Read live account balances, transactions, and brokerage holdings across all your linked institutions - Search and filter transactions to answer questions about your spending, income, and cash flow - Create and manage syncs to Google Sheets, Airtable, Notion, YNAB, and webhooks - Manage your connections, consents, and destinations - Check sync run history and troubleshoot failed syncs Your banking data is never stored by Redbark. It is proxied live from providers at request time under the Australian Consumer Data Right (CDR) and equivalent frameworks, so Claude always sees current data. Requires a Redbark account on the Developer or Professional plan (free trial included). Brokerage tools require the Professional plan. Sign in with your Redbark account when connecting; no API key is needed.
Tools: 68
Financial-Services
ThetaData
By ThetaData
ThetaData provides real-time and historical market data for US equities, options, and indices, including trades, quotes, OHLC bars, greeks, open interest, corporate actions, interest rates, and market calendars. This connector queries ThetaData's API directly for pricing, options analytics, and reference data.
Tools: 68
Finance
PortfolIQ
By Michael Penzin
Connect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and factual account alerts. Explore saved strategies, run historical simulations, and review position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are not predictions of future returns. A PortfolIQ account is required, and some features depend on your account plan.
Tools: 65 · Prompts: 3
Finance
LSEG
By LSEG Engineering
The LSEG Connector provides real-time access to LSEG's comprehensive financial market data ecosystem, spanning across asset classes and domains. It enables seamless integration of institutional-grade market data, analytics, and valuation tools directly into conversational AI workflows, allowing users to access deep market insights, perform complex calculations, and analyze financial instruments through natural language interactions.
Tools: 61 · Prompts: 3
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