Streamlined Finance AI Stock Analysis
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About
Streamlined Finance is a platform designed to help investors analyze and compare stocks. It offers AI-powered qualitative analysis of stocks, summarizing key information from annual reports. Users can create custom dashboards, compare stocks side-by-side or in tables, and utilize various screeners to find undervalued or high-growth stocks. The platform provides access to market data, including S&P 500, Nasdaq 100, and Russell 3000 indices (depending on the plan). Different subscription plans offer varying features and levels of access. The platform aims to make financial market intelligence accessible to individual investors.
Platform
Task
Features
• compare stocks
• screen through stocks
• multiple charts, screeners, correlation tables w/ access to macro economic data
• create custom dashboards
• access streamlined q-score
• summarize any stock’s overview, risks, strategy and more
• ai qualitative stock analysis
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. After that, your account will revert to the free version, and you will no longer have access to features of your paid plan.
Can I switch plans at any time?
Yes, you can upgrade or downgrade your plan at any time. For upgrades, the changes will take effect immediately. For downgrades, you will continue to have access to your previous’ plan features until the end of the billing cycle.
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: * Starter Plan: Email support * Plus Plan: Email and chat support * Premium Plan: Email, chat, and phone support on request
Can I get a refund if I’m not satisfied?
We offer a 30-day money-back guarantee for our yearly subscriptions. If you are not satisfied with our service, you can request a refund within 30 days of your purchase.
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 the following methods: * Email: support@streamlined.fi * Chat: Available on our website during business hours
Pricing Plans
Starter Plan
$6.95 / monthly• Screen Through 500 Stocks
• Access S&P500 + Nasdaq 100 in Markets & Find Stocks.
• Compare 2 stocks in a table & side-by-side.
• AI Qualitative Stock Analysis
• Access Streamlined Q-Score
• Create Custom Dashboards
Plus Plan
$25.99 / monthly• Unlock All Premium Features in All Dashboards
• Screen Through 500 Stocks
• Access S&P500 + Nasdaq 100 in Markets & Find Stocks.
• Deeply Compare Stocks
• AI Qualitative Stock Analysis
• Access Streamlined Q-Score
• Create Custom Dashboards
Premium Plan
$27.99 / monthly• Unlock All Premium Features in All Dashboards
• Screen Through 3000 Stocks
• S&P500, Nasdaq 100, Russell 3000 in Markets & Find Stocks.
• Deeply Compare Stocks
• AI Qualitative Stock Analysis
• Access Streamlined Q-Score
• Create Custom Dashboards
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