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EasyFin: AI Financial Analysis & Optimization

EasyFin is an AI-powered financial analysis platform designed to automate data processing and deliver predictive insights across various financial instruments. By handling financial statements, market trends, and economic indicators, EasyFin enables users to focus on strategic planning and investment decisions rather than manual data management.

Key Features

  • AI-Powered Financial Analysis: Automates financial data processing and provides predictive insights using advanced AI algorithms.
  • Corporate Financial Intelligence: Offers comprehensive U.S. market reports and earnings call data, enhanced by AI-driven research.
  • Data Visualization and Analysis: Combines quantitative analysis with interactive visualization tools, allowing real-time analysis of stocks, options, futures, and bonds. Features include customizable dashboards, advanced charts, historical backtesting, and scenario simulation.
  • Smart Portfolio Optimization: Supports smart portfolio construction and strategy analysis by extracting proven investment strategies through advanced data mining and algorithmic modeling. It analyzes institutional investor moves, congressional trades, and hedge fund filings, applying factor models and modern portfolio theory to help outperform benchmarks.

Who is it for?

EasyFin is tailored for business owners, professionals, and decision-makers seeking to enhance their investment strategies through data-driven insights. Its comprehensive suite of tools is designed to assist in making informed investment decisions and optimizing portfolio performance.

Pricing

EasyFin offers several pricing plans to accommodate different user needs:

  • Free Plan: $0/month
    • 5 AI-powered financial insights per month
    • Access to basic visualizations and financial data
  • Basic Plan: $24.9/month
    • 100 AI-powered insights per month
    • Core AI financial reporting and forecasting
    • Access to interactive data visualizations (basic)
  • Standard Plan: $49.9/month
    • 500 AI-powered insights per month
    • Full AI reporting with variance analysis
    • Advanced data visualization & scenario testing
    • Backtesting and portfolio optimizer (limited)
  • Professional Plan: $166.6/month
    • Unlimited AI-powered insights
    • AI-enhanced financial reports and predictive analytics
    • Full advanced visualization suite
    • Portfolio optimization, factor modeling & backtesting
    • Curated institutional insights & research feeds

Annual subscriptions offer a 15% discount and require all credits upfront.

Final Thoughts

EasyFin provides a comprehensive suite of AI-driven tools designed to automate financial data processing and deliver predictive insights. Its features cater to a wide range of users, from individual investors to large financial teams, aiming to enhance investment strategies and optimize portfolio performance. The flexible pricing plans allow users to choose an option that best fits their needs and budget.

Visit easyfin.ai for more.

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Mazi

Mazi

Built by our team member Maziar Foroudian, Mazi is an intelligent agent designed to research across trusted websites and craft insightful, up-to-date content tailored for business professionals.

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