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AI for Public equities

Sourced use cases and tools for Public equities.

See the map: The public markets & hedge fund AI stack →
VCPEHedge fundsPublic equitiesFamily officeLPsAngelsReal estateCryptoRetailArt investing

27 tools

Agents

HebbiaAI agent platform (Matrix) for document-heavy finance work▶ 2 videosRogoAI analyst for banks and investment firms▶ 3 videosBoosted.aiAI agents (Alfa) for investment managers▶ 1 videoAuquanAI agents for research and due diligence▶ 3 videos

Data

Bigdata.comRavenPack AI search and data for finance▶ 3 videosKoyfinMarket data and charting▶ 3 videosBloomberg TerminalMarket data terminal with AI features▶ 3 videosPlacer.aiFoot traffic analytics▶ 3 videosFactSetFinancial data and analytics▶ 3 videos

Modeling

DaloopaAI-extracted fundamental data into models▶ 3 videosMacabacusExcel and PowerPoint productivity▶ 3 videosShortcutAI agent for Excel▶ 1 videoEndexAI agent in Excel for finance▶ 3 videos

Portfolio monitoring

RidgelineInvestment management platform▶ 3 videos

Research

AlphaSenseMarket intelligence search over filings, transcripts, broker research▶ 3 videosTegusExpert call transcripts (now part of AlphaSense)BrightwaveAI research assistant generating investment research▶ 3 videosFFintoolEquity research copilot over SEC filings▶ 1 videoFiscal.aiFinancial data and AI copilot (formerly FinChat)▶ 3 videosQuartrEarnings calls, transcripts and IR materials▶ 2 videosRReflexivityAI market insights platform▶ 3 videosFinster AIAI for institutional company researchPerplexity FinanceAI answer engine finance hub▶ 1 videoTToggle AIAI investment insightsAieraEvent and earnings call intelligence▶ 1 videoCaptideAI for financial disclosuresSamaya AIExpert AI for financial services▶ 1 video

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