
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
SimFin records 15,391 monthly visits with -27.5% month-over-month growth and Freemium pricing. STRATxAI records 904 monthly visits with -62.6% growth and Contact for Pricing pricing.

The model portfolio operating system for investment teams
| Dimension / Metric | ![]() | ![]() |
|---|---|---|
| Official Domain | simfin.com | stratxai.com |
| Pricing Model | Freemium | Contact for Pricing |
| Monthly Visits | 15.39K (15,391) | 904 (904) |
| MoM Traffic Delta | -5.84K (-27.5%) | -1.51K (-62.6%) |
| Primary Market & Share | 🇺🇸 United States (49.4%) | 🇺🇸 United States (100%) |
| Direct Visits / mo | 6.25K | 330 |
| User Rating | 4.4 | 4.1 |
| Supported Platforms | Website | Website |

Fundamental stock data, screening and backtesting for self-directed investors
Filter thousands of stocks with 80+ built-in indicators and unlimited custom conditions, then visualize the matches as line charts, scatter plots or distribution plots.
Test single stocks or weighted multi-criteria portfolios over 20+ years of history, with weekly to yearly rebalancing and sector benchmark comparisons.
Pull the same dataset through a Python package, Excel plugin, JSON web API or CSV bulk download, with tiered call-rate limits from 2 to 20 requests per second.
Monthly credit budgets from 500 to 30,000 let heavy users run intensive screens and backtests without throttling the interactive app.

The model portfolio operating system for investment teams
White-label infrastructure lets asset managers deliver branded model portfolios without building the whole stack in-house.
A no-code builder lets investment professionals compose ETF and stock-based strategies without engineering support.
Quantitative intelligence underpins portfolio construction and analysis, supporting repeatable, rules-based approaches.
Custom strategies can be created and managed at scale rather than one portfolio at a time.

AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams

AI trading indicators, real-trade orderflow and charts in one platform
AI trading indicators, real-trade orderflow and charts in one platform
Free / Open-sourceGlobal macro data and AI research platform for smarter economic decisions
Free / Open-sourceGlobal macro data and AI research platform for smarter economic decisions
Free / Open-sourceMeet your proactive AI financial advisor
AI investing copilot for stock research, screening and market signals
AI investing copilot for stock research, screening and market signals

AI-driven stock scores that rank every pickable stock by probability of beating the market
AI-driven stock scores that rank every pickable stock by probability of beating the market

Free / Open-sourceAI-driven market analysis for faster, data-backed investing decisions
Free / Open-sourceAI-driven market analysis for faster, data-backed investing decisions

Free / Open-sourceYour portfolio's AI analyst, powered by alternative data
Free / Open-sourceYour portfolio's AI analyst, powered by alternative data

Free / Open-sourceAI financial advisor that puts sophisticated portfolio tools in your own hands
Free / Open-sourceAI financial advisor that puts sophisticated portfolio tools in your own hands
AI-native platform for extra-financial intelligence

SpecialistAI-native wealth management platform for accredited individuals and financial institutions
SpecialistAI-native wealth management platform for accredited individuals and financial institutions
SpecialistInstitutional-depth market research with an AI copilot that builds, backtests, and screens for you
SpecialistInstitutional-depth market research with an AI copilot that builds, backtests, and screens for you