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Documentation Index

Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Sourcetable integrates market analysis with trade execution, so you can research, analyze, and trade — all from the same spreadsheet. The financial AI tools provide institutional-grade analysis, and the Robinhood integration lets you execute trades without leaving the app.

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Workflow

1

Research

Use financial AI tools to analyze stocks, sectors, or markets. Ask the AI to run fundamental analysis, technical analysis, or sentiment analysis on any ticker.
2

Analyze

Build financial models, run backtests, stress tests, and Monte Carlo simulations. Compare strategies and assess risk.
3

Decide

Review the AI’s analysis, check portfolio impact, and make your investment decision.
4

Execute

Place trades through Robinhood directly from the AI chat. Buy or sell stocks, crypto, and fractional shares.
5

Monitor

Track positions, review portfolio performance, and set up automated reporting for ongoing monitoring.

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Capabilities

Market analysis

Real-time data, fundamental analysis, technical indicators, and sentiment analysis.

Strategies

200+ AI trading strategies covering options, value investing, quant, and more.

Executing trades

Buy and sell stocks, crypto, and fractional shares through Robinhood.

Portfolio tracking

Monitor positions, track performance, and analyze portfolio risk.
Trading involves risk of loss. Sourcetable provides tools for analysis and execution but does not provide financial advice. Always do your own research before making investment decisions.