Ask Anything. Get
Answers Instantly.
Natural language AI that understands markets, powered by Fundstrat's research and 25+ years of market data—available 24/7.
No more digging through research reports or calling your strategist. Just ask: "Why is tech outperforming?" or "Show me what happens after Fed rate cuts." Get instant, data-backed answers with charts and supporting analysis—all in seconds.
Your Clients Have Questions. You
Don't Have Time.
Research Is Time-
Consuming
Client calls asking about today's market move. You spend 30 minutes reading Bloomberg, WSJ, Fundstrat reports to formulate an answer. By then, client has moved on.
Information
Overload
You're drowning in research. Fundstrat publishes 5-10 pieces daily. You can't read everything. You miss key insights buried in 40-page reports.
Clients Ask Random
Questions
What happened the last time oil spiked?" "How do rising rates affect REITs?" You know the answer exists somewhere, but finding it takes forever.
Explaining
Is Hard
You understand the analysis, but translating complex research into client-friendly language takes mental energy you don't have at 7 PM on a Tuesday.
Your Personal Research Analyst.
Always Available.
AI Market Intelligence is like having Tom Lee, Mark Newton, and Ken Xuan on speed dial 24/7. Ask questions in plain English. Get instant, data-backed answers powered by Fundstrat's research library, market databases, and 25+ years of market history.
Natural Language
Interface
Ask questions like you'd ask a human analyst. No coding. No commands. Just conversational queries.
Instant Data
Visualization
Every answer can include charts. AI generates relevant visualizations automatically to support its analysis.
Fundstrat Research
Integration
Trained on Fundstrat's entire research archive. Answers reflect Tom Lee's frameworks, Mark Newton's technical analysis, and Ken Xuan's quantitative models.
Report
Generation
Turn any conversation into a client-ready report. One click. Branded. Exportable. Shareable.
If You Can Think It, You
Can Ask It
Market Moves & Events
What's happening and why?
Example Questions:
- - "Why is the market up/down today?"
- - "What caused the tech sector rotation?"
- - "Explain the bond market selloff"
- - "What's behind Bitcoin's rally?"
Historical Analysis
What happened last time?
Example Questions:
- - "How did markets perform after the last 5 Fed rate hikes?"
- - "Show me equity returns during previous recessions"
- - "What happened to growth stocks when rates rose in the 2000s?"
- - "How long did the 2022 bear market last compared to history?"
Sector & Asset Class Analysis
Which sectors/assets look attractive?
Example Questions:
- - "Which sectors outperform during inflationary periods?"
- - "Compare REITs vs bonds as rates fall"
- - "What's driving the AI trade in tech stocks?"
- - "How are small caps performing vs large caps?"
Economic Indicators
What do the economic numbers mean?
Example Questions:
- - "Explain the latest jobs report implications"
- - "What does CPI inflation tell us about Fed policy?"
- - "How is GDP growth affecting markets?"
- - "What's the yield curve signaling?"
Portfolio Strategy
What should I be thinking about?
Example Questions:
- - "Build me a balanced 60/40 allocation"
- - "What's the risk/return outlook for high yield bonds?"
- - "How should I position for a soft landing?"
- - "Compare defensive vs cyclical sectors right now"
Technical Analysis
What are the charts saying?
Example Questions:
- - "Is the S&P 500 overbought or oversold?"
- - "What are key support and resistance levels for Nasdaq?"
- - "Explain the current market breadth"
- - "What technical signals suggest a trend change?"
Client Questions
How do I explain this to clients?
Example Questions:
- - "Write talking points about market volatility for worried clients"
- - "Explain why diversification matters in simple terms"
- - "Create a FAQ about rising interest rates"
- - "Draft a 'what we're watching' memo for clients"
Thematic Research
What trends should I understand?
Example Questions:
- - "Explain the AI investment thesis"
- - "What's driving the energy transition trade?"
- - "How are demographics affecting markets?"
- - "What's the outlook for crypto adoption?"
From Morning Prep to Client Presentations
Workflow 1: Morning Market Prep
Scenario:
RIA starts day at 7 AM, needs to understand overnight market moves before client calls.
AI Chat Sequence:
- 1. "What moved markets overnight?"
- 2. "Why is Nasdaq down 1.5%?"
- 3. "Should I be concerned about the bond market?"
- 4. "Give me 3 talking points for client calls today"
Output:
Market context + client talking points + charts for reference
Workflow 2: Client Call Preparation
Scenario:
Client calling in 20 minutes asking about portfolio positioning.
AI Chat Sequence:
- 1. "Build a bull vs bear case for equities right now"
- 2. "What's Fundstrat's S&P 500 target?"
- 3. "Historical returns 12 months after Fed pauses"
- 4. "Write talking points: why staying invested makes sense"
Output:
Structured argument + data + client-ready language
Workflow 3: Investment Committee Research
Scenario:
Preparing for monthly investment committee meeting tomorrow.
AI Chat Sequence:
- 1. "Compare current market valuation to historical averages"
- 2. "Show earnings growth trends across sectors"
- 3. "What are biggest risks to bull case?"
- 4. "Generate full report on Q1 2026 outlook"
Output:
Comprehensive research report with 8-10 charts
Workflow 4: Content Creation for Newsletter
Scenario:
Writing weekly newsletter, need data-driven insights.
AI Chat Sequence:
- 1. "What's the most interesting market dynamic right now?"
- 2. "Show me a chart that illustrates this trend"
- 3. "Write 3 paragraphs explaining this for my newsletter"
- 4. "Add a 'what this means for investors' section"
Output:
Newsletter-ready content with chart
Frequently Asked Questions
No. Our AI is specifically trained on Fundstrat's research, proprietary models, and financial domain expertise. It understands market context, not just generic language.
AI responses are data-backed and sourced from Fundstrat research. However, always review before sending to clients. Think of AI as your research assistant, not a replacement for your judgment.
It will tell you. AI won't make up answers. If data doesn't exist or question is outside scope, it says so.
No. AI provides historical context, probabilities, and scenarios—not predictions or guarantees. It's a research tool, not a crystal ball.
Typically 3-10 seconds for simple queries. Complex research questions may take 20-30 seconds.
Yes, but add appropriate disclaimers and customize to your voice. AI provides a starting point, not final copy.
Yes. Full functionality on mobile app and mobile web.
Yes (Professional and Enterprise plans). Share conversation links or export as reports.
Stored securely in your account. Professional: 1 year retention. Enterprise: unlimited.
