Financial AI®: AI research assistant for investing and trading Describe the analysis you need in your own words. Financial AI builds and backtests strategies and portfolios, runs stock screens, analyses your portfolio and publishes its own company and macro forecasts, on curated financial data you can verify. It connects to brokerage accounts read-only and works inside ChatGPT and Claude.

AI-powered fundamental forecasts

Events and media

Financial AI on FactSet

Financial AI on Bloomberg

Disclaimers and disclosures

Terms and conditions

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Financial AI® for Tradier customers

AI Backtesting
Build and test in plain English, with no code—from day-trading strategies to complex multi-strategy portfolio construction
Multi-Asset & Instrument Coverage
Equities, bonds, commodities & crypto across stocks, ETFs, options & futures.
Performance Intelligence
Analyze metrics, compare benchmarks, and optimize strategies

Institutional grade. For active investors.

Tradier users with $5K+ get a $100 cash bonus and 3 months of Tradier Pro free.

Financial AI ®