Research tools, market data, and courses — in one place
45 live features across research, portfolio tracking, fixed income, AI, and education. Start free — no credit card required.
45 live features
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5,407 tickers
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433 lessons
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62 MCP tools
Flagship features
Live Markets DashboardFree
Indices, futures, sector performance, and global markets (delayed quotes)
Open
Stock LookupFree
Company overview, financials, valuation metrics for 5,400+ tickers
Open
Institutional Holdings (13F)Free
See what hedge funds and institutions are buying and selling
Open
Learning PathsFree
40 structured courses with 433 interactive lessons
Open
AI Research AssistantFree
Ask questions about any company with context-aware responses — free with an account, metered by AI credits
Open
Browse by category
Live Markets DashboardFree
Indices, futures, sector performance, and global markets (delayed quotes)
Stock LookupFree
Company overview, financials, valuation metrics for 5,400+ tickers
Stock ScreenerFree
Filter by P/E, EV/EBITDA, market cap, sector, and growth metrics — top three matches free, full results on Researcher
ETF ScreenerFree
Filter ETFs by holdings, expense ratio, AUM, and returns
Earnings CalendarFree
Upcoming earnings dates, dividend ex-dates, and economic events
Institutional Holdings (13F)Free
See what hedge funds and institutions are buying and selling
Federal Contractor RankingsFree
Public companies ranked by U.S. federal contract obligations — a forward-revenue signal
Patent Application TrackerFree
Recent USPTO patent applications by public companies — an R&D-direction signal (applications, not grants)
Peer ComparisonFree
Side-by-side company comparison across financial metrics
Fundamentals ExplorerFree
10-year revenue, earnings, margins, and balance sheet data
Estimate RevisionsFree
Track analyst estimate changes over time
Valuation ModelsFree
DCF, EPV, and Graham-style intrinsic value calculators
Portfolio DashboardFree
Holdings summary, value chart, sector allocation, and dividends
WatchlistFree
Track companies you are researching with alerts
CSV ImportResearcher
Bulk import holdings from any brokerage export
Cost Basis TrackingFree
Track purchase price and unrealized gains per position
Factor ExposureResearcher
See your portfolio tilts across value, growth, momentum factors
Market NewsFree
Market headlines with sentiment analysis and sector filtering
Company NewsFree
Ticker-specific news feed with relevance scoring
Treasury YieldsFree
Daily yield curves from FRED, back to 1990
BDC AnalysisFree
48 BDCs with portfolio holdings and 9,000+ borrowers — live from SEC Schedule of Investments
Credit PortfolioResearcher
Monitor credit quality of your equity holdings
Borrower SearchFree
Cross-reference borrowers across BDC portfolios — compare how each lender prices the same loan
AI Research AssistantFree
Ask questions about any company with context-aware responses — free with an account, metered by AI credits
Socratic ModeFree
AI tutor that teaches through questions, not just answers
Transcript SummarizationResearcher
Earnings call transcripts with search and AI summaries
BYOK ModeFree
Bring your own API key for unlimited AI queries
Learning PathsFree
40 structured courses with 433 interactive lessons
Practice GamesFree
Test financial analysis skills with real company data
Skill TreeFree
Visual progression map across all financial topics
Flashcard ModeFree
Spaced repetition for financial concepts
CertificationsFree
Earn certificates for completing learning tracks
GlossaryFree
1,500+ financial terms explained in plain English
Daily GoalsFree
Streak tracking and daily learning targets
5,400+ TickersFree
S&P 500, mid-cap, international, REITs, BDCs with full financials
SEC FilingsFree
10-K, 10-Q, 8-K filing links and CIK lookup
Python SDKFree
Typed Python client for the API (pip install ol-sdk) — free on every tier
MCP ToolsFree
62 Model Context Protocol tools for AI agents — free on every tier; paid tiers raise the hourly limit
REST APIFree
230+ endpoints with interactive Swagger UI + OpenAPI spec
Data ProvenanceFree
Every number shows its source and freshness
Dark & Light ThemesFree
Full theme support with instant toggle
Ticker Module ReorderFree
Drag-and-drop to customize your research layout
Keyboard ShortcutsFree
Power-user keyboard navigation across all views
Command PaletteFree
Quick search and navigation from anywhere
Settings PanelFree
API keys, email preferences, display density controls
2 features in development
- Morning BriefingNews & AnalysisAI-generated personalized market summary for your holdings
- Bond ScreenerFixed Income & CreditSearch bonds by issuer, CUSIP, coupon, and maturity
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Researcher features for seven days, no credit card required.
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SEC EDGAR
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FRED
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Treasury.gov
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FDIC
Plus market data partners for delayed stock quotes