MarketXLS is an early investment research platform to support MCP for Excel-based financial workflows, helping professionals generate complete Excel analysis workbooks faster than ever.

Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...

Artificial intelligence is revolutionizing the financial advisory landscape by augmenting human advisors with powerful data analysis capabilities. Asset managers and family wealth advisors have ...

Model ML today announced the acquisition of Captide, the leading financial data layer that turns complex global corporate filings and disclosures into LLM-ready documents and data for AI agents.

The vast majority of asset management companies today use model portfolios. One question we’ve been asked many times is whether ValuEngine stock ratings can be used for portfolio management or merely ...

Algorithmic trading is no longer the exclusive domain of niche quantitative firms—it has become the backbone of modern financial markets. I am already seeing the significant impact AI-driven ...