Streamlined Finance
Streamlined Finance is a modern investment research tool designed to assist individual investors and professionals in making informed inves...
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What is Streamlined Finance?
Streamlined Finance is a stock investment research platform that makes market intelligence accessible to individual investors. It provides tools like stock screeners, charts, correlation tables, custom dashboards, and access to macro-economic data to help users discover hidden gems, analyze stocks, and spot investment opportunities. Designed for both beginners and advanced investors, it levels the playing field against institutional tools by offering affordable, easy-to-use features such as AI qualitative stock analysis and the proprietary Streamlined Q-Score for quantitative insights.
Key features include real-time market dashboards showing top gainers, losers, undervalued and high-growth stocks, dividend stocks, and oversold opportunities. Users can compare stocks side-by-side, screen through thousands of stocks from indices like S&P 500, Nasdaq 100, Russell 3000, and build personalized dashboards with multiple charts and economic datasets. The platform also offers biweekly market reports, earnings calendars, and an academy with free investing education series and blog articles on fundamental analysis.
It targets individual investors seeking to outperform inflation and the market by finding the next big stocks like Apple or Tesla. Whether tracking ETFs, analyzing fundamentals, or staying updated on earnings news, Streamlined empowers users with hedge-fund-level insights in a streamlined interface.
Streamlined Finance pricing
Pricing model: Freemium
Free tier with ads and limited features like basic S&P 500/Nasdaq 100 access. Starter Plan: 30 days free, then $10.99/month or $98.91/year (save 25%) - ad-free, screen 500 stocks, compare 2 stocks, AI analysis, Q-Score, custom dashboards. Premium Plan: 30 days free, then $19.99/month or $167.92/year (save 30%) - all features unlocked, screen 3000 stocks (Russell 3000), unlimited comparisons.
Streamlined Finance pros
- Ad-free experience on paid plans
- 30-day free trial for all plans
- Custom personalized dashboards
- AI qualitative stock analysis
- Streamlined Q-Score metric
- Stock screeners for 3000+ stocks
- Side-by-side stock comparisons
- Macro-economic data access
- Real-time top gainers/losers
- Undervalued and high-growth lists
- Earnings calendar and news
- Biweekly market reports
- Free investing academy
- Supports S&P500, Nasdaq, Russell
- Correlation tables for trends
- Pre-market gainers tracking
- Most traded stocks dashboard
Streamlined Finance cons
- Free version has ads
- Limited to 500 stocks on Starter
- No phone support on Starter
- Only email support on Starter
- US indices focus mainly
- No mobile app mentioned
- Chat support business hours only
- Paid for full stock screening
- No setup fee but subscription only
Frequently asked questions about Streamlined Finance
What payment methods are accepted?
We accept all major credit cards, including Visa, MasterCard, American Express, and Discover. All payments are securely processed through Stripe.
What happens if I cancel my subscription?
If you cancel your subscription, you will still have access to your plan’s features until the end of the current billing period. After that, your account will revert to the free version.
Can I upgrade or downgrade plans?
Yes, you can upgrade or downgrade your plan at any time. For upgrades, changes take effect immediately. For downgrades, you keep previous plan features until the end of the billing cycle.
Is there a free trial?
Yes, we have a 30-day free trial for all our plans. You can cancel your subscription at any time before the trial ends without charge.
Are there any setup fees?
No, there are no setup fees for any of our plans. You only pay the subscription cost.
What customer support is included?
Customer support is included with all plans. Starter: email support; Premium: email, chat during business hours, and phone on request.
Is there a money-back guarantee?
We offer a 30-day money-back guarantee for yearly subscriptions. Request a refund within 30 days if not satisfied.
How is data security handled?
We take data security very seriously. All data is encrypted using industry-standard encryption methods.
How can I contact support?
Contact customer support via email at [email protected] or chat available on the website during business hours.
What indices are covered in Markets Dashboard?
Free/Starter: S&P 500, Nasdaq 100. Premium: adds Russell 2000, Russell 3000 with more filters and load more stocks options.