Monexa

Monexa is an AI-powered financial intelligence platform that provides individual investors, traders, and professionals with institutional-grade market analysis tools, comprehensive financial data, and automated research capabilities in a single integrated interface.

Key Features

• AI-powered research assistant generates SWOT analyses, company overviews, earnings call insights, peer comparisons, and corporate finance reports on demand using large language models trained on financial data
• Advanced stock screener with over 100 metrics spanning fundamentals, valuation multiples, growth rates, profitability ratios, and liquidity measures
• Up to 30 years of detailed financial statements including income statements, balance sheets, and cash flow statements across 30,000+ global companies
• Whale Tracker for monitoring institutional investor holdings, ownership changes, and investment patterns from more than 10,000 funds worldwide
• Earnings call transcripts with AI-powered analysis and sentiment tracking for over 500 US companies, including full search and follow-up question capabilities
• Dividend growth history, payout ratios, consistency scores, and sustainability analysis for income-focused investors
• SEC, SEDAR, and regulatory filings from 15+ global sources with up to 10 years of filing history
• Wall Street analyst estimates for revenue, earnings per share, and other key financial metrics spanning 2 to 5 years forward

Use Cases

• Individual investors performing fundamental research and due diligence on stocks before making investment decisions, using AI-generated reports to quickly understand company strengths, weaknesses, and market positioning
• Active traders screening for investment opportunities using multi-metric filters and real-time market data to identify candidates matching specific financial criteria
• Finance professionals tracking institutional money flows and portfolio strategies of top fund managers including Berkshire Hathaway, Tiger Global, and Coatue Management
• Investment enthusiasts analyzing dividend sustainability, growth streaks, and payout trends to build and monitor income-focused portfolios

Integrations

• Excel export for offline data analysis, custom modeling, and integration with existing spreadsheet workflows
• Custom news feeds filtered by hundreds of topics from premium financial news sources, with AI-powered summary capabilities
• Saved screens and guided models for automated and repeatable investment idea generation across market conditions

Pricing

• Free tier includes global company coverage, 5 years of financial history, basic screener with essential metrics, 90-day earnings transcript history, featured fund tracking, and one saved screen
• Pro plan at $9.90 per month unlocks 30 years of financial data, premium screener with all metrics, full transcript history with AI analysis, 5-year forward analyst estimates, unlimited saved screens, access to all 10,000+ funds, and custom market newsfeeds