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Sourcetable combines spreadsheet-grade financial modeling with AI-powered market analysis and 11 specialized financial AI tools.

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Example workflows

TaskHow to do it
Financial modelingBuild DCF, LBO, or three-statement models with formula assistance
Market research”Analyze AAPL’s fundamentals — revenue growth, margins, and valuation ratios”
Portfolio optimization”Build an optimized portfolio from these 20 stocks maximizing Sharpe ratio”
Risk assessment”Run a Monte Carlo simulation on this portfolio with 10,000 scenarios”
Earnings analysis”Compare this quarter’s earnings to analyst estimates across the sector”
Budget trackingConnect accounting data and ask “Show budget vs. actual for each department”

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Key features for finance

  • Financial analysis — 11 AI analyst tools (fundamental, technical, sentiment, macro)
  • Trading — Execute trades through Robinhood integration
  • Forecasting — ARIMA, exponential smoothing, ML-based forecasts
  • Formulas — Full Excel formula compatibility for financial models
  • Connectors — Connect to QuickBooks, Xero, Stripe, and more