Core
for Portfolio Managers & Analysts
Edge
for Data Scientists
Seeker
for Data Strategists
KPI Analysis
Curated KPI Mappings & Models
KPI Screener & Alerts
Fine-Tune KPI Mappings
Incorporate Proprietary Data
Tune Model Features & Weights
Model Private Company KPIs
Data Discovery
Company-Level Data Discovery
Backtests for Non-Subscribed Data
Filter Backtests by Sector / Watchlist
Drill Down to Companies & KPIs
Data Evaluation & Analysis
Data Exploration & Visualization
Point-in-Time Stability Analysis
Cross-Shop Analysis
Cohort Analysis
Dashboarding & Monitoring
Vendor & Team Dashboards
Data Alerts
Customize Charts & Dashboards
Data Integrations
FactSet
Security master, daily prices, estimates, fundamentals
Visible Alpha
Visible Alpha license required. Actuals & consensus for all companies, including full revision history.
Vendor Data
Vendor license(s) required. Live pipelines, with true point-in-time history. No additional charge for accessing vendor datasets.
Core
for Portfolio Managers & Analysts
KPI Analysis
Curated KPI Mappings & Models
KPI Screener & Alerts
Fine-Tune KPI Mappings
Incorporate Proprietary Data
Tune Model Features & Weights
Model Private Company KPIs
Data Discovery
Company-Level Data Discovery
Backtests for Non-Subscribed Data
Filter Backtests by Sector / Watchlist
Drill Down to Companies & KPIs
Data Evaluation & Analysis
Data Exploration & Visualization
Point-in-Time Stability Analysis
Cross-Shop Analysis
Cohort Analysis
Dashboarding & Monitoring
Vendor & Team Dashboards
Data Alerts
Customize Charts & Dashboards
Data Integrations
FactSet
Security master, daily prices, estimates, fundamentals
Visible Alpha
Visible Alpha license required. Actuals & consensus for all companies, including full revision history.
Vendor Data
Vendor license(s) required. Live pipelines, with true point-in-time history. No additional charge for accessing vendor datasets.
Edge
for Data Scientists
KPI Analysis
Curated KPI Mappings & Models
KPI Screener & Alerts
Fine-Tune KPI Mappings
Incorporate Proprietary Data
Tune Model Features & Weights
Model Private Company KPIs
Data Discovery
Company-Level Data Discovery
Backtests for Non-Subscribed Data
Filter Backtests by Sector / Watchlist
Drill Down to Companies & KPIs
Data Evaluation & Analysis
Data Exploration & Visualization
Point-in-Time Stability Analysis
Cross-Shop Analysis
Cohort Analysis
Dashboarding & Monitoring
Vendor & Team Dashboards
Data Alerts
Customize Charts & Dashboards
Data Integrations
FactSet
Security master, daily prices, estimates, fundamentals
Visible Alpha
Visible Alpha license required. Actuals & consensus for all companies, including full revision history.
Vendor Data
Vendor license(s) required. Live pipelines, with true point-in-time history. No additional charge for accessing vendor datasets.
Seeker
for Data Strategists
KPI Analysis
Curated KPI Mappings & Models
KPI Screener & Alerts
Fine-Tune KPI Mappings
Incorporate Proprietary Data
Tune Model Features & Weights
Model Private Company KPIs
Data Discovery
Company-Level Data Discovery
Backtests for Non-Subscribed Data
Filter Backtests by Sector / Watchlist
Drill Down to Companies & KPIs
Data Evaluation & Analysis
Data Exploration & Visualization
Point-in-Time Stability Analysis
Cross-Shop Analysis
Cohort Analysis
Dashboarding & Monitoring
Vendor & Team Dashboards
Data Alerts
Customize Charts & Dashboards
Data Integrations
FactSet
Security master, daily prices, estimates, fundamentals
Visible Alpha
Visible Alpha license required. Actuals & consensus for all companies, including full revision history.
Vendor Data
Vendor license(s) required. Live pipelines, with true point-in-time history. No additional charge for accessing vendor datasets.
Additional Access
Enterprise Features
1)
API Access & MCP
Gain programmatic access to KPI models, backtests, and vendor alternative data – integrating directly into your internal tools, dashboards, and AI agents via API or MCP server.
2)
Bring Your Own Data (BYOD)
Import proprietary alternative data, custom panels, or KPI ground truth for private companies directly into the platform. Combine your unique datasets with vendor sources for unified modeling and analysis in a secure, private namespace.
3)
SSO
Enable enterprise-grade Single Sign-On (SSO) for secure, seamless user authentication. Supported platforms: Okta, Azure AD, ADFS, Google Workspace, SAML, OpenID. (For other platforms, please contact our Customer team.)
4)
Professional Services
Extend your data evaluation capacity with dedicated research support. Our team evaluates data sources and builds analytics on your behalf – helping you assess more vendors and identify valuable signals faster. Additional services include custom dashboards, analytics solutions, and specialized model development.