Real-time equity research
Always current, traceable to source, grounded in a data layer your AI can build on.
Flexreport Finance is a research terminal for retail investors and AI agents. Fundamentals back to 2009, 13F institutional ownership, insider filings, earnings transcripts, analyst estimates, and precomputed technical signals across 2,900+ companies and market indices — one curated, queryable universe.
What is in the data layer
- Fundamentals — quarterly and annual statements back to 2009; 123 statement line items and 59 curated ratios.
- Technicals & Signals — 76 indicator datasets and 60 candlestick patterns with overbought, oversold, and crossover flags precomputed.
- Institutional Ownership — quarterly 13F positions and period-over-period deltas across 13 investor types, deep-linked to the source SEC filing.
- Insider Activity — Form 3, 4, and 5 detail with 10b5-1 flagging to separate pre-scheduled sales from discretionary ones.
- Earnings Transcripts — every call segmented into numbered speaker turns for sentence-level citation.
- Estimates & Ratings — consensus with dispersion bands and analyst counts, plus ratings and price target changes.
- And more — as-reported XBRL from EDGAR, macro and FRED series with release-calendar awareness, dividends, IPOs, peer and sector rollups, and aftermarket trades and quote depth.
Built for AI agents
Connect Claude, Cursor, or any MCP client and your agents query the same data through typed tools — real parameters, sourced answers, no scraping.
Web product
- Company Search — an AI-curated snapshot of any covered company.
- Stock Screener — screen the universe on growth, ratios, valuation, ownership, and price action.
- Report Builder — custom institutional-grade research reports on any ticker.
- Thematic Research — weekly deep-dives across sectors, macro trends, and emerging themes.
- Stock Picks — curated holdings across four AI strategies with rationale and conviction.
- Real-time Updates — live 13F filings, EPS monitoring, top movers, and news as it happens.
- Scheduled Updates — recurring research delivered on the cadence you choose.
- Portfolio Optimizer — risk-optimized weights via MVO, HRP, and CVaR.