Institutional financial intelligence, made accessible.
Verifiable public sources
Every data point is traceable to its source: AMF and SEC filings, transcripts and annual reports.
Institutional quality
Screeners designed along the methodologies of the largest investment firms.
The instrument, not the oracle
No black-box recommendations. We give the full picture; the decision is yours.
Quality financial information is a privilege. We make it a standard.
A structural asymmetry
- ·Data scattered across annual reports, press releases, transcripts and regulatory filings.
- ·Reference financial terminals at €20,000+ per seat, per year.
- ·Analyst research that is paid, biased, or reserved for institutional clients.
- ·Qualifying 10 companies by hand: 2 to 3 days per analyst.
The playing field levels out
- +A 360° view of any listed company: ratios, transcripts, news, screeners.
- +An intuitive platform, built for decision speed.
- +A conversational AI that answers on your data in real time.
- +Screening an entire sector in under an hour.
One platform. Four engines.
From raw data to investment decision, without leaving your browser.
Intelligence Platform
A 360° view of any listed company: ratios, growth, margins, valuation, earnings-call transcripts and news.
Expert screeners
Find the companies that match your thesis in minutes. Pre-built expert screeners or fully custom filters.
Conversational AI
Ask in natural language. The AI cross-references sources and answers instantly, with verifiable citations.
Portfolio monitoring
Track client assets, compose your risk metrics (CVaR, Sharpe, Sortino) and break down the portfolio with AI assistance.
See the platform in action
Forty seconds: from a natural-language query to a ranked short-list, all the way to portfolio monitoring.
What your teams do with ODF
Thematic ideation
"Find me European industrial mid-caps with above-sector EBITDA margins and positive FCF for 3 years." From query to short-list: 90 seconds.
Profile · Thematic managerAccelerated due diligence
A 360° view of a target: ratios, comparables, the last 4 earnings transcripts, analyst notes, insider signals. From blank page to memo: half a day instead of a week.
Profile · Buy-side analystPortfolio monitoring
Smart alerts on your holdings: margin drift, guidance revisions, insider moves, consensus downgrades. The AI pre-drafts the weekly review.
Profile · Portfolio ManagerClient recommendation
Present an opportunity or risk to your client with a clean, verifiable, sourced document. Native PDF export in your firm's colours.
Profile · Investment advisorWhat we are often asked
What is OpenData Finance?+
OpenData Finance is an AI-powered B2B financial intelligence platform. It brings together institutional-grade data, expert-built screeners, conversational due diligence and advanced portfolio monitoring across more than 20,000 listed companies and 19 US and European markets.
Who is the platform for?+
For investment analysts, portfolio managers, consultants and financial advisors, boutiques and financial institutions. The platform is not intended for retail investors.
How many markets and companies are covered?+
More than 20,000 listed companies across 19 US and European financial markets, with five years of financial history.
Does OpenData Finance give investment advice?+
No. OpenData Finance delivers complete, structured and instant information. The analyses are provided for information purposes only and do not constitute investment advice. Decisions belong to the user.
Thirty minutes to show you the delta.
Book a tailored demo. We take your investment universe and show you what the platform does on your companies.