The financial world, accesible to anyone

Quant helps you plan, research, and analyze markets with macro models, portfolio balancing, advanced stock analysis, crypto, and Python-based integrations. Powered by the latest AI models.

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500+ Financial Data APIs

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Market analysis and strategy execution made simple.

Use macro models, portfolio tools, stock analysis, and Python research in one spreadsheet connected to brokerages, exchanges, and data sources.

Market Analysis Tools

Plan, research, and analyze markets inside Sourcetable with macro trading models, portfolio balancing, and advanced stock analysis. making complex strategies easier to design, test, and compare.

Hugging Face Hugging Face
Llama Llama
Claude Claude
Sourcetable Sourcetable
OpenAI OpenAI
*LLM’s are not trained on your data
Market Analysis Tools

Code with AI

Run advanced financial analysis and research with natural language and Python-powered models.

Code with AI

Stay Connected

Connect brokerages, exchanges, data providers, and databases into one workflow via Superagents.

Stay Connected
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Execute Trades

Place trades through connected brokerages and platforms, alongside research and modeling.

Execute Trades

Enterprise-grade Security

Your data is protected by industry-leading SOC 2 Type 2, HIPAA, and PCI compliance standards, whether in our cloud or on-premises.

Private User Keys

Private User Keys

Encrypted at REST

Encrypted at REST

Escrow KMS

Escrow KMS

Welcome to...

...the future of trading.

Your job, 10x easier

Sourcetable helps you get the most out of your data. It's a personal assistant for all your data needs.

  • Finance

    Build financial models and analyze market data. Get instant insights for investment decisions and financial reporting.

    Finance Use Case

  • Investment Management

    Build and optimize portfolios, manage risk, and monitor markets in real time. Automate execution and apply multi-factor strategies.

    Investment Management Use Case

  • Business Intelligence

    Transform business metrics into actionable insights. Make data-driven decisions faster and with confidence.

    Business Intelligence Use Case

  • Data Science & Analytics

    Run statistical tests, develop machine learning models, and forecast outcomes. Visualize data and support academic research.

    Data Science & Analytics Use Case

  • Financial Services

    Support wealth management, investment research, and compliance reporting. Manage client portfolios and deliver market insights.

    Financial Services Use Case

  • Marketing & Advertising

    Track campaigns across platforms, measure ROI, and segment audiences. Run A/B tests and study competitors.

    Marketing & Advertising Use Case

  • Enterprise Operations

    Plan finances, optimize supply chains, and forecast sales. Build dashboards and support strategic planning.

    Enterprise Operations Use Case

“You could replace two financial analysts with Sourcetable.”

— Professional Trader

Frequently Asked Questions

If you question is not covered here, you can contact our team.

Contact Us
What financial analysis tools are available?
Sourcetable provides 20+ professional financial analysis tools including fundamental analysis, technical indicators, sentiment analysis, risk management, and portfolio optimization. Features AI-powered hedge fund management with 500+ data sources including Bloomberg, Refinitiv, FRED, Alpha Vantage, and 30+ premium providers. The AI FundManager coordinates multiple analyst types for comprehensive investment recommendations with confidence scores.
What data analysis and productivity capabilities does Sourcetable provide?
Sourcetable is an AI-powered spreadsheet platform with 150+ tools for data analysis, visualization, and productivity. Features Python execution, SQL queries, statistical analysis, and advanced visualization with Apache ECharts and Plotly. Multi-platform integrations with Google Ads, Facebook Ads, Google Analytics, LinkedIn, and TikTok. Intelligent automation with Chain of Thought reasoning and system-level control. Enterprise data integration supporting PostgreSQL, MySQL, and DuckDB. AI-powered natural language to code conversion for business intelligence and data science.
How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write Python code for you.
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