Streamlined Finance
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About
Streamlined Finance is a comprehensive platform designed for fundamental investors, offering a wealth of tools to analyze stocks, track market trends, and build custom dashboards. It provides automated qualitative analysis powered by AI, allowing users to derive important insights from financial reports. The tool emphasizes making data-driven investment decisions with features that facilitate discovering high-growth, undervalued stocks, and dividend opportunities. With options for personalized dashboards, comprehensive analytics covering federal reserves and economic indicators, it aims to empower individual investors in their financial decision-making process. Streamlined Finance seeks to democratize market intelligence, making advanced investment tools accessible to everyone, from beginners to seasoned investors.
Platform
Task
Features
• custom dashboards
• stock screening
• ai-generated qualitative analysis
• market tracking
• investment education academy
FAQs
What payment methods do you accept?
We accept all major credit cards, including Visa, MasterCard, American Express, and Discover. All payments are securely processed through Stripe.
What happens if I cancel my subscription?
If you cancel your subscription, you will still have access to your plan’s features until the end of the current billing period.
Can I switch plans at any time?
Yes, you can upgrade or downgrade your plan at any time.
Is there a free trial available?
No, we used to have a free trial but it’s currently no longer available.
Are there any setup fees?
No, there are no setup fees for any of our plans. You only pay the subscription cost.
Is customer support included with all plans?
Yes, customer support is included with all our plans. The level of support varies by plan.
Can I get a refund if I’m not satisfied?
We offer a 30-day money-back guarantee for our yearly subscriptions.
How secure is my data?
We take data security very seriously. All data is encrypted using industry-standard encryption methods.
How do I contact customer support?
You can contact our customer support team through email or chat available on our website during business hours.
Pricing Plans
Free
Free Plan• Access to basic stock analysis tools
• Utilize fundamental data for stocks
• Limited features in dashboards
Starter Plan
USD99.00 / per year• Unlock most premium features in all dashboards
• Screen through 500 stocks
• Compare stocks
• AI qualitative stock analysis
Plus Plan
USD199.00 / per year• Unlock all premium features in all dashboards
• Deeply compare stocks
• AI qualitative stock analysis
• Screen through 500 stocks
Premium Plan
USD399.00 / per year• Unlock all premium features in all dashboards
• Screen through 3000 stocks
• Deeply compare stocks
• AI qualitative stock analysis
• Create custom dashboards
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