About Amsflow
Amsflow is a web-based investment research platform that combines global market data, a stock screener with 550+ metrics, portfolio tracking, and charting in one place. Its AI assistants, Lisa and X-Ray, analyze fundamental and technical data to surface anomalies, trends, pivot points, and company scorecards. A Team plan adds shared watchlists, alerts, screeners, and discussions for financial teams.
Pros & Cons
Pros
- Screener covers global markets with 550+ metrics and a query builder that suggests filters as you type
- AI tools (Lisa, X-Ray) summarize financial statements, transcripts, and technicals in one click
- Broad asset coverage: 70,000+ stocks plus ETFs, mutual funds, crypto, forex, and commodities
- Individual plans are cheap compared with professional terminals, starting at $14/month billed annually
- Users report a responsive team that adds requested markets and features quickly
Cons
- No free plan; access starts with a 7-day trial
- Very few independent reviews on G2, Capterra, or GetApp, so long-term reliability is hard to judge
- AI usage is metered by credits that differ sharply between tiers
- No public API, which some users have asked for
- Team plan jumps to $380 per seat per month
Key Features
Lisa AI assistant
Natural-language research assistant that answers questions about stocks and analyzes financial statements, earnings call transcripts, and management guidance.
X-Ray analysis
One-click stock evaluation with anomaly detection, bullish/bearish trend identification, multi-timeframe pivot points, and an AI-generated scorecard.
Global stock screener
Screener with 550+ metrics and 8,000 filters, an inline query builder that suggests metrics as you type, and columns that are added automatically.
Lisa Screener Agent
Builds screens from plain-language queries, including complex combinations of metrics and filters.
Portfolio tracking
Track holdings across equities, ETFs, funds, crypto, forex, and commodities with portfolio monitoring, digests, and portfolio alerts.
Alerts
Fundamental, technical, and price alerts with delivery by SMS for critical alerts and by webhook.
Charting
Technical indicators, drawing tools, multi-panel chart layouts, and in-line chart alerts.
Global market data
Real-time data on 70,000+ stocks worldwide plus ETFs, mutual funds, crypto, forex, and commodities, with up to 100+ years of history.
Dash, Series, Planner, and Journal
Custom dashboards, correlation and comparison series, a financial planner with cash-flow Sankey and net-worth projection, and a trade journal with P&L calendar.
Team collaboration
Shared watchlists, alerts, screeners, portfolios, dashboards, and discussions with role-based access management.
Pricing
- $14/month billed annually
- 3,500 Lisa & X-Ray AI credits
- 10 years of historical data
- 150 fundamental, 50 technical, 75 price alerts
- 25 critical SMS alerts
- Screener, portfolio, charting, Planner, and Journal
- $19/month billed annually
- 5,800 Lisa & X-Ray AI credits
- 10 years of historical data
- 300 fundamental, 100 technical, 150 price alerts
- 50 critical SMS alerts
- $56/month billed annually
- 16,000 Lisa & X-Ray AI credits
- Maximum available historical data
- 900 fundamental, 600 technical, 650 price alerts
- 150 critical SMS alerts
- Billed annually
- 70,000 Lisa & X-Ray AI credits
- Maximum available historical data
- 3,000 fundamental, 1,800 technical, 1,900 price alerts
- 300 critical SMS alerts
- Team watchlists, alerts, screener, portfolio, dash, and discussions
- Commercial usage and access management
Best For
Retail stock research
Individual investors screen global stocks, read AI summaries of financials and earnings calls, and set alerts on price or fundamental changes.
Swing and technical trading
Traders use X-Ray pivot points, trend signals, and multi-panel charts to find support and resistance levels across timeframes.
Multi-asset portfolio tracking
Investors track equities, funds, crypto, and commodities in one portfolio with performance monitoring and digests.
Investment team collaboration
Small funds and analyst teams share watchlists, screeners, alerts, and discussions on the Team plan.
