Sourcetable combines spreadsheet-grade financial modeling with AI-powered market analysis and 11 specialized financial AI tools.Documentation Index
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Example workflows
| Task | How to do it |
|---|---|
| Financial modeling | Build 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 tracking | Connect accounting data and ask “Show budget vs. actual for each department” |
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