Step By Step
01. Gather Your Data
Connect your data sources with ease. Import from Excel, CSV, and Google Sheets into a centralized SQL database. AI automatically organizes and structures your data for streamlined access.
02. Convert & Consolidated
Let AI handle the heavy lifting. Convert and consolidate data from multiple sources — including market data from APIs like Alpha Vantage, Yahoo Finance, and Polygon.io — into a single, organized SQL database. AI automatically cleans up messy data and creates a structured hierarchy tailored to your business, ensuring you have accurate and actionable insights at your fingertips.
03. Monitor, Balance, Adjust Your Portfolio Mgmt
03. Monitor, Balance, Adjust Your Portfolio Mgmt
Stay on top of your investments with real-time insights and automated adjustments. Integrate trading platforms like Alpaca, Robinhood, and Interactive Brokers to execute trades directly from your app. Use AI to monitor market conditions, rebalance your portfolio, and optimize performance based on real-time data — all from a single, unified platform.
About
Story
Our service was built to simplify financial data management. We recognized the challenge of managing data from multiple sources and saw an opportunity to empower businesses with AI-driven insights. By combining automation and intelligent structuring, we created a platform that helps businesses make smarter decisions, faster.
Vision
Our vision is to become the leading platform for financial data consolidation and analysis. We aim to give businesses the tools to manage complex data effortlessly, automate portfolio rebalancing, and uncover new opportunities — all powered by AI.
Technology
We leverage cutting-edge AI and machine learning to process financial data in real-time. Our platform connects directly to market data APIs, including Alpha Vantage and Yahoo Finance, and consolidates information from Excel, CSV, and Google Sheets into a single SQL database. This ensures accurate insights and automated decision-making.
Partners
Dylan Carter
CEO at ApexDynamicSolution
“Starting out as a junior analyst on a team was very informative to where bottlenecks and blind spots were and how that would often negatively affect their clients.”
Request a Demo
Schedule a demo with one of our product consultants.