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Data & Analytics
Wallmine
Wallmine logo
Data & Analytics

Wallmine

Wallmine is an AI-powered financial intelligence platform designed primarily for investors, analysts, and finance professionals. It aggregates and analyzes vast amounts of financial data from global markets, providing users with comprehensive tools for stock screening, portfolio tracking, and investment research. The platform leverages artificial intelligence to surface insights, identify trends, and generate alerts based on market conditions and company fundamentals. Users can access detailed financial statements, real-time quotes, news sentiment analysis, and valuation metrics for thousands of publicly traded companies. Wallmine positions itself as an all-in-one research hub that democratizes access to sophisticated financial analysis, helping both individual investors and professional teams make more informed decisions by synthesizing complex data into actionable intelligence. The platform emphasizes user-friendly visualizations, customizable dashboards, and integration capabilities with brokerage accounts for seamless portfolio management.

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πŸ“Š At a Glance

Pricing
Freemium
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Data & Analytics
Data Analysis Tools

Key Features

AI-Powered Stock Screener

Advanced filtering tool that uses machine learning to help users find stocks matching specific financial criteria, investment strategies, or market conditions from a global database of companies.

Comprehensive Financial Dashboard

Centralized interface displaying key metrics, charts, and news for any tracked company, including income statements, balance sheets, cash flows, valuation multiples, and ownership data.

Portfolio Tracker with Broker Integration

Tool to monitor investment portfolios by manually entering holdings or securely connecting to supported brokerage accounts for automatic sync and performance analysis.

Smart Alerts and Notifications

Customizable alert system that monitors market conditions, price movements, earnings announcements, insider trading, and changes in financial metrics, notifying users via email or in-app.

Comparative Analysis Tools

Side-by-side comparison feature that allows users to evaluate multiple companies across various financial, valuation, and operational metrics in a single view.

News Sentiment and Market Intelligence

Aggregates financial news, press releases, and social media chatter, applying natural language processing to gauge market sentiment and highlight potentially impactful stories.

Pricing

Free

$0
  • βœ“Basic stock screening and financial data access
  • βœ“Limited portfolio tracking capabilities
  • βœ“Access to fundamental company data and charts
  • βœ“Basic alert functionality for price movements
  • βœ“Community features and watchlists

Premium

Usage-based or subscription; exact pricing not publicly listed
  • βœ“Advanced screening with more filters and criteria
  • βœ“Enhanced portfolio analytics and performance tracking
  • βœ“Priority access to real-time data and news
  • βœ“More sophisticated AI-generated insights and trend analysis
  • βœ“Increased alert limits and customization options
  • βœ“Export capabilities for data and reports

Enterprise / Professional

custom
  • βœ“Dedicated support and account management
  • βœ“Custom data integrations and API access
  • βœ“White-label solutions for financial institutions
  • βœ“Advanced security features and compliance support
  • βœ“Bulk data exports and institutional-grade analytics
  • βœ“Team collaboration tools and permission management

Use Cases

1

Individual Investor Research

Retail investors use Wallmine to discover potential investment opportunities, conduct due diligence on companies, and monitor their existing holdings. The platform's screening tools help filter thousands of stocks based on custom criteria like P/E ratios, dividend yields, or growth metrics. Users benefit from consolidated financial data and AI insights that would otherwise require accessing multiple paid services, enabling more informed decision-making without a professional background.

2

Portfolio Management and Rebalancing

Investment enthusiasts and financial advisors utilize Wallmine's portfolio tracker to monitor asset allocation, performance against benchmarks, and individual security contributions. By integrating brokerage accounts, they get a real-time overview of their investments. The tool's analytics help identify overconcentrated positions, track dividend income, and determine when rebalancing might be necessary based on predefined targets or changing market conditions.

3

Fundamental Analysis for Students and Educators

Finance students and professors employ Wallmine as an educational tool to practice analyzing real companies using actual financial statements and market data. The platform provides a practical, hands-on environment for learning valuation techniques, interpreting financial ratios, and understanding how market news impacts stock prices. It serves as a bridge between textbook theory and real-world application in academic settings.

4

Competitive Intelligence for Business Professionals

Corporate strategists, consultants, and business development professionals use Wallmine to monitor competitors, suppliers, and potential acquisition targets. By tracking competitors' financial health, stock performance, and market sentiment, they gain insights into industry trends and relative positioning. This intelligence supports strategic planning, partnership decisions, and market analysis without requiring expensive specialized databases.

5

Screening for Specific Investment Strategies

Value investors, growth investors, and income-focused traders leverage Wallmine's advanced screener to systematically identify stocks that match their specific strategy parameters. Whether searching for undervalued companies with strong balance sheets, high-growth tech stocks, or stable dividend payers, the AI-enhanced filters help narrow the universe efficiently. This automation reduces research time and introduces quantitative discipline to the stock selection process.

How to Use

  1. Step 1: Visit https://wallmine.com and create a free account using your email address or sign up via Google authentication.
  2. Step 2: Complete your profile by specifying your investment interests, preferred markets (US, Canada, international), and any specific sectors or companies you want to track.
  3. Step 3: Use the search function to find specific stocks or browse pre-built screens for momentum stocks, value picks, dividend aristocrats, or other investment strategies.
  4. Step 4: Analyze individual companies by examining their detailed financial pages, which include income statements, balance sheets, cash flow statements, valuation ratios, and AI-generated insights.
  5. Step 5: Build and monitor a portfolio by manually adding holdings or connecting to supported brokerage accounts via secure API integration for automatic synchronization.
  6. Step 6: Set up custom alerts for price movements, earnings announcements, insider trading activity, or changes in key financial metrics that match your criteria.
  7. Step 7: Utilize the comparison tools to evaluate multiple companies side-by-side across various financial and valuation metrics.
  8. Step 8: Export data, charts, or reports for further analysis or sharing, and explore advanced features like backtesting investment strategies if available in your plan.

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At a Glance

Pricing Model
Freemium
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