EXPLORE / UNDERSTAND / INVESTIGATE
The tools behind
your next question.
Dig into our research tools, see the questions you can ask and explore the available market coverage. The descriptions and examples below come from the original Space Finance documentation.
54 entries · 14 categories
Open a tool to read its description and example questions. Coverage and data freshness vary by source; examples are prompts, not live results. Flow analytics use market-cap changes as a proxy.
01 / Essentials
Company Valuation
Our Valuation Tool provides a comprehensive analysis of an asset's valuation metrics, empowering you to make informed investment decisions with ease. Here's what you'll get:
- PE Ratio Insights: Current PE ratio alongside historical PE ratios for a deeper perspective on trends
- Dividend Analysis: Explore the current dividend yield, historical dividend yields, and dividends paid in dollars over time
- Forward PE Ratio: Anticipate future valuations with forward PE metrics
- Sector & Industry Comparisons: Compare the PE ratio of the selected asset against its sector and industry benchmarks
- Competitor Overview: Gain insights into key competitors, including their prices, price changes, and PE ratios for direct comparisons
This tool simplifies complex valuation data, helping you identify opportunities and assess relative value at a glance.
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Market Cap
Our Market Cap Tool provides a detailed breakdown of market capitalization and related metrics to give you a clear understanding of a company's size and share structure. Here's what it includes:
- Market Cap Insights: Access current market capitalization alongside historical market cap data for trend analysis
- Share Structure Details: Explore float shares, free float, and outstanding shares, including their historical trends
- Treemap Visualization: View a dynamic treemap of companies' current market caps for a visual comparison of their relative sizes
- Price Integration: Easily reference the current price to correlate valuation and share metrics
This tool offers a holistic view of market cap dynamics, helping you analyze company size, share distribution, and historical performance with ease.
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Key Metrics
Our Overview Tool offers a detailed snapshot of a company's profile, financial highlights, and historical performance, helping you gain a comprehensive understanding at a glance. Here's what it includes:
- Company Information: Key details such as industry, sector, CEO, number of employees, and IPO date.
- Contact & Location: Access the company's contact information and headquarters location.
- Financial Highlights: Essential metrics like average volume, 52-week range, beta, market cap, DCF valuation, and the most recent dividend.
- Company Description: A concise overview of the company's mission and operations.
This tool offers a holistic view of market cap dynamics, helping you analyze company size, share distribution, and historical performance with ease.
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ETF Information
Provides key information on the most important global ETFs, including detailed breakdowns of their latest composition. It includes the number of shares per asset, their percentage weight in the ETF, and the last update date. This is especially helpful to understand sector or company exposure and assess diversification.
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Market Hours and Holidays
Shows opening and closing hours of major financial markets around the world, along with official market holidays that impact trading.
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IPO and Prospects
Provides information on the most recent Initial Public Offerings (IPOs), helping track new entries into the market. Includes company name, IPO price, estimated market cap, and total number of shares issued. Useful for identifying emerging opportunities and staying informed about newly listed companies.
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Index Constituents
Access the complete list of companies that make up major market indices.
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Stock Splits
Allows users to check stock splits of any company, displaying both the date of the split and the split ratio (e.g., 2:1 or 3:2). Useful for understanding how prices have adjusted historically and assessing the potential impact of such corporate actions.
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Top Gainers and Losers
Displays the stocks with the highest gains or losses of the day, sorted by percentage change. Also includes the most traded stocks by volume. This tool is valuable for spotting intraday trends, trading opportunities, or unusual market movements.
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Political Impact
This tool provides a detailed analysis of the behavior of financial assets in relation to U.S. electoral events. It includes a table displaying the variations in asset values before and after elections, evaluating the changes across different time horizons: 30, 90, 120, 180, 270, and 360 days.
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Congressional Trading
Allows querying stock trading activity by members of the U.S. Senate and House of Representatives related to specific stocks. It provides aggregated data over various periods (1 month to 10 years) including total transactions, total value, purchases, and sales, along with details of recent trades.
When searching for a specific senator or representative (e.g., Nancy Pelosi), it shows total transactions, buys and sells, ownership (self or spouse), most traded stocks, asset distribution by type, and capital flow over time. This tool is valuable for analyzing potential political interests and insider legislative movements.
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Institutional Holdings
When querying a stock, it shows which investment funds hold positions in it. Includes total number of investors, total shares held, total investment, and ownership percentage. The overview includes new positions, increases, closures, reductions, and options data (calls and puts). It also provides a historical investment timeline.
For each fund, details include market value, shares, ownership %, portfolio weight, CIK, filing date, security type, CUSIP, industry, first added date, and average price paid. Querying a specific fund provides detailed info. This tool is key for analyzing institutional interest in a stock.
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Social Media Sentiment
Provides social media trends on platforms like StockTwits and Twitter for a given stock, showing the number of posts, comments, likes, impressions, and associated sentiment. It also offers rankings of stocks by sentiment, highlighting top leaders, losers, and overall market sentiment. This tool helps gauge social pulse and public perception, useful for sentiment analysis and market trend detection.
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02 / Portfolio Tools
Portfolio Creation
Build a portfolio by choosing many different assets and backtest the returns to see how much you can earn. You can modify settings such as maximum weight to an asset, minimum weight, the benchmark to compare against, the type of optimization, and more. This tool allows you to test different portfolio strategies and analyze historical performance.
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03 / Realtime
Current Price
Displays the current stock price for any specified ticker. This tool allows you to track real-time or recent market prices of individual stocks, including price, percentage change, volume, and other key trading metrics. This is the fastest way to get an instant snapshot of a company's share price in the market, facilitating quick decisions and up-to-date monitoring.
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After Market
The After Market Tool shows you which stocks have had the biggest price movements after regular market hours. It tracks how stocks perform in the after-market trading session, when the market is still open but with less volume. This tool helps you see how stocks are reacting to news, earnings reports, or other factors after the regular market closes, giving you an edge for post-market trading.
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Real Time ETF Data
Access real-time ETF prices, volume, and market data.
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Real Time Mutual Funds
Get current mutual fund NAV and performance data.
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Real Time Index Data
Get real-time stock index prices and market data for major indices.
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Real Time Cryptocurrency
Track real-time cryptocurrency prices and market data.
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04 / Financial Deep Dive
Financial Statement
The Financial Statement Summary tool provides a summary of the Balance Sheet, Income Statement, and Cash Flow statements over multiple periods (both quarterly and annually). Additionally, we offer direct links to the 10-Q and 10-K reports from the SEC (U.S. Securities and Exchange Commission).
This feature allows you to quickly view essential financial data and access detailed official reports for deeper analysis.
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Key Financial Ratios
Comprehensive analysis of financial ratios including liquidity, profitability, efficiency, and leverage ratios.
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Employee Data
Displays the total number of employees for one or multiple companies, along with historical growth and trends. Additional relevant workforce information is included. This is useful for understanding company size and expansion, important indicators of operational health and capacity.
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Economic Indicators
This tool provides a comprehensive set of key economic indicators that help understand the overall macroeconomic context. It includes growth and production data such as nominal and real GDP, real GDP per capita, and nominal potential GDP, which reflect the health and capacity of the economy. It also covers inflation and price indicators like the Consumer Price Index (CPI) and inflation rate, crucial for assessing cost of living and price stability.
For consumption and sales, figures such as retail sales and consumer sentiment are included, directly indicating consumer behavior and confidence. The tool further addresses labor market and employment data, including unemployment rate, total nonfarm payroll, and initial unemployment claims, reflecting labor market dynamics. In production and industry, the industrial production index is analyzed, while housing and vehicle data track new housing starts and total vehicle sales.
Finally, it incorporates financial and interest rate indicators (such as the federal funds rate, mortgage rates, and credit card rates), as well as liquidity and financial risk measures, including retail money market funds and estimated US recession probability. Additionally, it provides data on Treasury bonds of various maturities, essential for evaluating yield curves and risk perceptions over different time horizons.
Growth & Production
- GDP: Gross Domestic Product
- Real GDP: GDP adjusted for inflation, showing the economy's true growth
- Nominal Potential GDP: The estimated GDP if the economy were operating at full potential, without inflation adjustments
- Real GDP per Capita: Real GDP divided by the population
Inflation & Prices
- CPI: Consumer Price Index: Measures the average price change of goods and services purchased by households
- Inflation Rate: The percentage increase in prices over a period, showing the cost of living changes
Consumption & Sales
- Retail Sales: Total sales from retail businesses, indicating consumer spending trends
- Consumer Sentiment: A measure of consumer confidence in the economy's future
- Durable Goods: Sales of long-lasting items like appliances and vehicles, reflecting consumer confidence
Employment & Labor Market
- Unemployment Rate: The percentage of unemployed individuals actively seeking work
- Total Nonfarm Payroll: The total number of employed people, excluding farm workers
- Initial Unemployment Claims: The number of new applications for unemployment benefits, indicating job market health
Interest Rates & Financial Markets
- Federal Funds Rate:The interest rate at which banks lend to each other overnight, influencing borrowing costs.
- 3-Month CD Rate:The interest rate on short-term certificates of deposit.
- Credit Card Interest Rate:The average interest rate charged on credit card balances.
- 15-Year Fixed Mortgage Rate:The average interest rate for a 15-year home loan.
- 30-Year Fixed Mortgage Rate:The average interest rate for a 30-year home loan.
Liquidity & Financial Risk
- Retail Money Market Funds: The interest rate at The amount of money held in retail investment funds, indicating liquidity preferences.
- US Recession Probability:A measure estimating the likelihood of an economic recession.
Balance Sheet Growth
The Balance Sheet Growth Tool shows how each part of a company's balance sheet changes over time. You can see annual or quarterly growth rates for every item—assets, liabilities, and equity—making it easy to track trends such as rising debt, expanding cash reserves, or changes in inventory. This helps you understand how the company is growing, how its financial structure is evolving, and whether its resources and obligations are increasing or decreasing over time.
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Income Statement Growth
The Income Statement Growth Tool shows how each part of a company's income statement changes over time. You can see annual or quarterly growth rates for items like revenue, gross profit, expenses, operating income, and net income. This helps you understand whether the business is expanding, improving profitability, or facing declining performance. It makes it easy to compare trends across different periods and spot changes in sales, costs, and overall earnings.
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Cash Flow Statement
The Cash Flow Statement Tool provides a detailed breakdown of a company's cash inflows and outflows over time. It covers three main sections: Operating Activities (cash from core business operations), Investing Activities (cash used for investments, acquisitions, or asset sales), and Financing Activities (cash from debt, equity, or dividend payments). This helps you understand how a company generates and uses its cash, which is essential for assessing liquidity and financial health.
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Cash Flow Growth
The Cash Flow Growth Tool shows how each part of a company's cash flow statement changes over time. You can see annual or quarterly growth rates for operating cash flow, investing cash flow, financing cash flow, and free cash flow. This helps you understand whether the company is generating more cash from operations, increasing investments, or changing its financing strategy. It makes it easy to compare trends across different periods and spot changes in cash generation and usage.
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Insider Trading
The Insider Trader Tool shows you the most recent insider trading activity for a company you select. This includes information about stock purchases and sales made by key company executives or insiders (like CEOs or directors). You can see who bought or sold shares, how many shares were involved, and at what price. This helps you track the decisions of insiders, which can sometimes indicate their confidence or concerns about the company's future.
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05 / Valuation
Should I Buy
The "Should I Buy" Tool helps you make informed decisions by giving you an overview of important data for a stock. It provides analysts' opinions, key financial metrics (like ROI, ROE, and performance), macroeconomic indicators (including crypto, gold, oil, and forex), and technical indicators like RSI and moving averages. The tool also compares your stop loss and take profit settings to historical data and shows recent institutional and insider trading activity.
PLEASE NOTE: THIS IS NOT A RECOMMENDATION TO BUY OR SELL—it's meant to help you analyze the stock from all angles.
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Analyst Recommendation
Provides a detailed view of analyst consensus for a specific stock. Includes the target price, valuation averages over 1 month, 3 months, 6 months, and 1 year, plus a breakdown of average prices per firm or individual analyst. It also shows the sentiment trend (from "strong sell" to "strong buy"), a table of the latest company upgrades, and key financial metrics (like bankruptcy score, strength score, working capital, retained earnings, EBIT, total assets/liabilities, revenue).
Additionally, it offers 4-year projections based on analyst consensus for metrics such as revenue, EBITDA, net income, EBIT, administrative expenses, and EPS. If you ask about a specific analyst or firm (e.g., Barclays), it will show their latest target prices, the date, the target, and the source link.
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Enterprise Value
Calculate and analyze enterprise value metrics for comprehensive company valuation.
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DCF Analysis
The Discounted Cash Flow (DCF) tool provides a comprehensive analysis of a company's valuation by evaluating its future cash flows. It includes the following elements:
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06 / Filings
SEC Filings
Provides direct access to official documents filed by companies with the SEC, such as 10-K (annual report) and 10-Q (quarterly report). This tool facilitates reviewing key financial and legal information for detailed analysis and decision-making.
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M&A Activity
Displays the latest mergers and acquisitions in the market, including direct links to official SEC filings confirming these transactions. Helps stay informed about major corporate moves and assess their market impact.
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Read 10-K & 10-Q
Open any company filing and have the AI reader summarize key sections for you. Ask questions about specific disclosures, numbers, or risks, and receive instant answers sourced directly from the official 10-K and 10-Q documents.
You can jump into the filing itself, review highlighted excerpts, and explore supporting metadata, making deep-dive due diligence faster and more precise.
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07 / Volatility & Risk
Risk Metrics
The Risk Metrics tool provides essential risk-related information and detailed visualizations to help investors assess the potential variability in returns and the financial trends of a company.
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Short Interest
The Short Interest Tool shows you the companies in the market that are being most shorted by investors. Shorting is when investors bet against a company's stock, expecting the price to fall. This tool helps you see which companies are getting the most attention from short-sellers, indicating potential market sentiment and possible risks. It provides a list of the most shorted companies, helping investors spot trends and assess market sentiment.
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08 / Price Analysis
High and Low
The High and Low Tool shows you which companies in the market have had the biggest price increases and decreases over different time periods. You can track how stocks have moved on a daily, weekly, monthly, or even longer basis. This tool helps you spot the most volatile stocks and understand market trends, so you can make better decisions about which stocks are seeing the most dramatic movements.
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Event Impact
The Event Impact Tool shows how stocks or assets behave before and after important events, like Fed interest rate announcements, unemployment reports, or historical events like the 9/11 attacks. You can see how the price of a specific asset changes before the event happens, during the event, and after it occurs, in different time periods. This helps you understand how the market reacts to significant news and allows you to assess potential risks and opportunities.
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Technical Indicators
The Technical Indicators Tool shows you key technical indicators for any stock you choose. It includes popular indicators that help you assess whether a stock is overbought or oversold, spot trend changes, assess volatility, and track trends. These indicators can help you analyze stock performance and identify potential entry or exit points based on technical signals.
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Returns and Percentage Change
The Percentage Change tool shows how much an asset's value moves over a selected period. It calculates the percentage return of a stock with or without dividends, so you can see both the pure price change and the total return.
It also lets you compare the same period across different years—for example, how January performed in 2020, 2021, 2022, and 2023—to spot patterns or trends.
If you select multiple stocks, the tool creates a comparative chart that shows how each one changed over time, making it easy to compare their performance.
Key Features:
- Percentage Change: Displays the percentage change of each asset over the selected period, making it easier to track performance.
- Cumulative Percentage Change: Shows the accumulated percentage change throughout the specified timeframe, helping to identify long-term trends.
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Correlation
The correlation matrix is a crucial analytical tool in finance, offering insights into the relationships between different assets within a portfolio. This tool assigns correlation values between -1 and 1, indicating how assets move in relation to each other: a value of +1 denotes a perfect positive correlation (assets move together), -1 indicates a perfect negative correlation (assets move in opposite directions), and a value close to 0 suggests no significant relationship between the assets.
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Historical Price
The Historical Price Tool allows you to analyze the price trends of selected assets over a specific time period. Here's what it includes:
- Individual Historical Prices: View detailed historical prices for each selected asset based on your chosen date range.
- Comparative Graphs: Includes individual graphs for each asset and a combined graph to compare the prices of multiple assets within the same time frame.
This tool is ideal for studying historical performance, identifying trends, and comparing asset behavior over specific periods.
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09 / Financial Reports
Balance Sheet
The Balance Sheet tool provides a detailed analysis of a company's financial statements, breaking down assets, liabilities, and shareholder equity. It includes key metrics such as the percentage growth of various items (e.g., total assets, cash, inventories, and short- and long-term debt) to facilitate year-over-year or quarterly over quarterly comparisons.
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Income Statement
The Income Statement tool provides an in-depth analysis of a company's financial performance over a specific period. It breaks down key components of the income statement, such as revenue, expenses, and net income, allowing for a comprehensive evaluation of profitability.
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Cash Flow
The Cash Flow Statement tool offers a comprehensive analysis of a company's cash inflows and outflows, providing insights into its liquidity, operational efficiency, and financial health.
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Earnings Reports
The Earnings tool provides a detailed analysis of a company's earnings reports, offering key data about the market's reaction to the earnings announcement.
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Breakeven Analysis
This tool helps you quickly find companies that have reached breakeven in their income statement — meaning the moment when they report profits for the very first time after previously losing money.
The tool scans the data for you and shows exactly when each company crossed into profitability, making it easy to spot positive financial turning points.
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10 / Additional Tools
Industry Sector Performance
The Industry Sector Performance Tool shows how different industries and sectors are performing over various time periods. You can see which sectors are doing well and which are underperforming, whether you want to look at the last day, week, month, or even longer. This tool helps you track trends in the market and understand which sectors are driving the overall economy, making it easier to spot investment opportunities.
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11 / Available Exchanges
Available Stock Exchanges
Explore all the supported stock exchanges you can query across the platform.
74 exchanges across 51 countries
12 / Available Industries
Available Industries
Discover the industries included in our screener and filter tools.
159 industries available
13 / Available Sectors
Available Sectors
Browse the full set of sectors available for analyzing companies.
11 sectors available
14 / Available Countries
Available Countries
Review all countries supported in the screener, complete with flag emojis.
113 countries available