OtterQuant

OtterQuant is a platform designed to help people research stocks more efficiently by providing live market intelligence. It offers tools like instant financial reports, a tracker for congressional trades, daily sentiment analysis from Reddit, and access to full earnings call transcripts. A key feature is OtterBot, an AI agent that works with all the market data, allowing users to chat with it and use natural language to screen for stocks.

Benefits

OtterQuant helps users save time on stock research. It provides real-time updates on stock prices and portfolio values. The platform allows users to discover stocks that politicians are buying or selling and identify trending stocks discussed on Reddit. Users can also review CEO statements from earnings calls to develop investment strategies. The AI chat and natural language stock screener can provide advanced analysis, speeding up decision-making.

Use Cases

Investors can use OtterQuant to track their custom portfolios, including unique items like rental properties. Paid users can manage multiple portfolios for different financial goals, such as retirement or savings. The platform is useful for identifying potential investment opportunities by monitoring congressional trades and popular stocks on Reddit's WallStreetBets forum. It also allows for the review of earnings call transcripts to understand company performance and future outlook. Users can create watchlists and stay updated with the latest news related to specific stocks.

Pricing

OtterQuant offers a Free plan with core market data and portfolio tools. The Monthly PRO plan costs $16.99 per month and provides more AI capabilities and faster market access. For those committed to using the platform, the Annual plan is available for $170 per year, offering cost savings compared to the monthly option.

Vibes

Users can track custom portfolios and monitor stock price changes and portfolio value in real-time. Paid users have the ability to track multiple portfolios for different funds, such as retirement or savings. The AI agent, OtterBot, can generate instant reports and analysis for stocks within a portfolio.

Additional Information

OtterQuant provides high-fidelity charts with fast 1-minute daily price and volume data, supporting up to one year of historical data. It includes pre and post-market updates and tracks over 50 metrics. The platform aggregates news data for thousands of US stocks and exchange-traded funds (ETFs). Users can also search for news by ticker or company, accessing a vast archive of articles.