> ## 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.

# For finance

> Financial modeling, market data analysis, and portfolio management.

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

## 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](/quant/overview)** — 11 AI analyst tools (fundamental, technical, sentiment, macro)
* **[Trading](/trading/overview)** — Execute trades through Robinhood integration
* **[Forecasting](/data-science/forecasting)** — ARIMA, exponential smoothing, ML-based forecasts
* **[Formulas](/spreadsheet/formulas)** — Full Excel formula compatibility for financial models
* **[Connectors](/connectors/overview)** — Connect to QuickBooks, Xero, Stripe, and more