# Amsflow Features Plain-text feature map for AI agents. Human page: https://amsflow.com/features Live release notes: https://amsflow.com/changelog This file follows the features page and published changelog notes through 24 September 2026 (v1.8.8). If a later release has shipped, fetch the changelog before describing what is new. Amsflow is built as one research workspace: screen, chart, read the statements, track a portfolio, plan, journal, and see where capital is rotating, without hopping between terminals. The features page puts it this way: powerful features, yet not overwhelming. Plans start at $19/month. Plan limits live in https://amsflow.com/pricing.md ## Screener The most powerful and intelligent global stock screener on the platform. It carries 550+ metrics and 8,000+ filters, so a search can combine hundreds of conditions without turning into a query language you have to memorize. - Lisa Screener Agent takes natural language. A question like "Find undervalued dividend stocks with strong balance sheets in Europe" becomes a screen. - The inline query builder suggests metrics and filters as you type. - Relevant columns are added as the query grows. You do not pick the table layout by hand first. - Saved screeners can be monitored with a team and shared in real time on the Team plan. - Discover holds pre-filtered quality screeners, including a funds discover view. Saved-screener navigation keeps the filter context on the list card. Screeners localize to the user's country. - Technical filters include the 50-day and 200-day price averages, and the year price high and low. Landing page: https://amsflow.com/stock-finder ## Watchlists Watchlists are their own surface in the app. One list can hold stocks, indices, ETFs and funds, crypto, and commodities. - Several lists, so a book of ideas does not share a list with things you already own. - Remove a name in place, and drag to reorder. - The list you last opened stays selected as you move through symbols, charts, and reports. - Team watchlists are shared on the Team plan. Personal and team lists sit next to each other. ## Portfolio Professional portfolio tracking for stocks, crypto, ETFs, and funds in one book. - Multiple holdings per symbol, each with its own entry price and date, plus averaging and weighted returns. - Benchmarks against major indices, including the S&P 500, Nasdaq 100, and Nifty 50, with a health read on the book. - Factor attribution across Market, Low Volatility, Value, Quality, Momentum, and Size, with exposures, return attribution, a per-holding breakdown, and OLS, orthogonalized, and fundamental methods. The summary uses ETF proxies such as SPY, USMV, VLUE, QUAL, MTUM, and IWM, with loadings and R². The regional model follows the portfolio's composition. - Dividends: summary, position-level history, TTM yield, payment timeline, and a calendar of upcoming ex-dividend and payment dates. - Close, partial close, and short (sell-side) positions. Closed positions can be edited. - Day change, with the percentage move on the book, and a returns heat map of month-by-month performance. - Exposure: sector allocation, asset-type mix, position weights, concentration, and performance by sector. - Health scoring from profitability and financial health, plus quarterly and annual metrics on the holdings. - Analyst ratings on the book: consensus, price-target comparison, rating distribution, coverage, and a consensus overview. The default window is the last 12 months. 24 months is available. - Portfolio currency can be USD, EUR, CHF, GBP, INR, JPY, CNY, HKD, or KRW, with live FX. - Threshold alerts, including SMS when a day move crosses a change% you set (phone number in Settings), and a portfolio digest by email. Landing page: https://amsflow.com/portfolio-visualizer ## Charting Professional charts for stocks, crypto, ETFs, funds, and the other assets on the platform. Layouts run from two panels to a nine-grid. Drawings and indicators save on the symbol, so the chart is as you left it. Light and dark appearance settings are saved separately. Drawing tools include horizontal line and ray, trend tools, Long Position, Short Position, Price Change, Date-Price Change, Paths, Regression Trend with optional standard-deviation bands, and Fixed Range Volume Profile (point of control and value area for any range you draw). Favourites sit in a floating menu. Grips show only on hover or selection. Price alerts are drawn on the chart and can be dragged to a new level. Chart types include candlestick, line, area, Heikin Ashi, Baseline, and Volume Footprint. Indicators in the picker include RSI and moving averages, plus ADX, Chandelier Exit, Chande Kroll Stop, Ichimoku Cloud, Parabolic SAR, Keltner Channels, Donchian Channels, Pivot Points, Stochastic RSI, Money Flow Index, ATR, Stochastic Oscillator, SMI, CCI, Williams %R, Momentum, CMF, Chaikin Oscillator, Moving Average Envelope, Moving Average Cross, Moving Average Deviation, Heikin Ashi, and Median Price. Favourites are supported. Also on the price pane: - Time Price Opportunity (Market Profile) with value area, point of control, and period controls. - Liquidity sweeps, where swing highs and lows get taken out. - Auto detection of 37 candlestick types and 16 chart patterns (flags, pennants, wedges, triangles, head and shoulders, cups, doubles, and the rest of that set). - Fundamental overlays: Net Income, Revenue, Gross Profit, PE, PB, PS, and P/FCF. - Event markers for earnings beat, miss, and upcoming, plus ex-dividend dates. Layouts are 1x1 (two panels), 1x2, 1x3, 2x2, and 3x3. Panels resize. The chart is tuned for ultra-wide monitors as well as smaller screens. Label Text and Callouts have font weight and color, and can be selected, edited, and dragged. Older history paginates as you scroll back. Chart Mode keeps a resizable context panel, eight or more widgets, beside the chart: alerts, X-Ray, news, key facts, and the related context. The stock overview has its own Key Facts widget, and the financials widgets can switch period. The chosen interval stays put instead of snapping back to 15 minutes. The watchlist follows you from symbol to symbol. Landing page: https://amsflow.com/stock-charts ## Lisa and X-Ray Lisa and X-Ray read live fundamental and technical data so a long manual pass is shorter. Lisa 2.0 is the conversational assistant. - Ask Mode handles prices, ratios, margins, P/E, returns heatmaps, and EPS growth. It is light on credits, about 1–2 per query. - Research Mode handles deeper work: valuation, bear and bull cases, and growth comparisons. - The thread stays in context. "Compare revenue for Google and Microsoft" then "also add Nvidia" continues the same question. - Lisa Screener finds stocks from language. Lisa Dash builds a dashboard from language. X-Ray is one-click analysis for stocks, indices, ETFs and funds, and commodities. - Key highlights of the company. - Anomaly detection when the numbers shift. - A scorecard across the main financial metrics. - Multi-timeframe pivot points for support and resistance. - Technical reads on the main indicators. - Transcript analysis and Management Guidance Integrity, so an earnings call can be read as a summary and scored for whether guidance held up. Landing page: https://amsflow.com/investment-research-assistant ## Dash Dash is a research dashboard you describe in natural language. A prompt such as "Create a dashboard tracking the Magnificent 7" or a screener-style brief (valuation, exchange, market cap, growth, debt) becomes a board of widgets. Follow-up lines edit the board in place: add an analyst-ratings widget, drop ratios, or also track margins and profits. Dash ships with 10+ widgets, from analyst ratings to returns heat maps. Widgets resize and drag into a new order. A board can track stocks, ETFs, funds, indices, crypto, and commodities. Team plan seats can share dashboards. Landing page: https://amsflow.com/investment-dashboard ## Planner Modern financial planning for long-term investors. One plan holds income, expenses, assets, and liabilities, can link a live Amsflow portfolio, and projects net worth through retirement. - Goals and milestones such as home, college, retirement, and a debt-free date, each with a target amount, a date, and an on-track score against the projection. - A cashflow Sankey from income sources through expenses into savings. - A spouse and kids, with age-linked expenses such as childcare, school, and college. - Multiple plans. Future monthly cashflow, such as a pension, and a monthly breakdown on the projection. - The plan currency can match the life you actually live in. New users can open a populated demo plan before modeling their own. Landing page: https://amsflow.com/financial-planning-software ## Journal A trading journal for stocks, crypto, and ETFs. Log entries and exits, attach screenshots and notes, and review a P&L calendar with streaks, drawdowns, and the regime around the month. Tag emotions (confident, FOMO, fear, discipline, and your own labels) and compare P&L by state. Name mistakes and see what they cost and how often they repeat. Performance covers win rate, expectancy, average R, best and worst trades, and rolling P&L. Filter by symbol, status, playbook, and tags. Landing page: https://amsflow.com/trading-journal ## Rotation Sector and industry rotation for 14 markets: the United States, Canada, Australia, Japan, China, India, the United Kingdom, Germany, Hong Kong, South Korea, France, Sweden, Taiwan, and Thailand. Returns stay in local currency. Amsflow processes and animates hundreds of thousands of daily candles per market in the browser. - Relative rotation graph: relative strength versus momentum, through Leading, Weakening, Lagging, and Improving. A decade of sector history, five years at industry grain. Where a market has one, the benchmark can be its own index (S&P 500, Nasdaq 100, Nikkei 225, Nifty 50, and the other premier indices). - Cross-market matrix: the same sector or industry across those 14 countries, sorted by the global average. - Performance ribbon from 1D to 10Y for sectors and to 5Y for industries, plus cumulative performance normalized to 100. - Valuation versus momentum, and P/E percentile bands against each group's own history. - A heatmap, then the companies inside the group. The company table sorts on price, market cap, revenue, net income, P/E, P/B, P/S, EV/EBITDA, margins, ROE, debt to equity, and dividend yield, and a name can go on a watchlist. Rotation describes the group. A stock inside a leading sector can still lag that sector. Landing page: https://amsflow.com/advanced-global-industry-rotation-analysis ## Global stock heatmaps Scan a market for where money moved today, this quarter, or this year. Drill from the market into a sector and then a company. Open any stock for price, returns, drawdown, earnings estimates, and financials. ## Crypto Advanced crypto analytics, not only a price chart. - Crypto home: market dominance, news, a funding snapshot, capital-flow widgets, and a live heatmap over the coin list. - Funding dashboard for BTC, ETH, SOL, PAXG, and GOLD: funding rates, liquidation heatmap, volume flow and resting depth, options sentiment, open interest, and spot-versus-perp basis. - Capital flows: US spot ETF flows for Bitcoin, Ethereum, and Solana; exchange netflow from native exchange wallets; stablecoin circulating supply; public-company treasuries in Bitcoin and Ethereum. - Cycle analysis for Bitcoin and Ethereum: deep value through euphoria, using realized price, MVRV and Z-score, NUPL, and unrealized profit and loss, plus HODL and off-exchange supply, NVT, network health, miner pressure, volatility, and returns. SOPR is Bitcoin only. - Calendar of token unlocks and options expiries. Landing page: https://amsflow.com/advanced-crypto-analysis ## Institutions and news Institutions, for the United States, turns filings into a read. Open a fund manager and see concentration, what they are rotating into and out of, and how returns hold up against the S&P 500. Congressional trading shows who is active, the buy-versus-sell lean, and, on a member, size, timing, and whose account the trade sits in. News is a stable feature: a news hub, asset overview pages, Chart Mode, and a Glance widget. It summarizes what matters and drops low-signal noise. Themes include Fed, Economy, Earnings, M&A, Regulation, Commodities, Crypto, FX, Geopolitics, Company, and Sector. Region follows the user, and a manual switch is saved. ## Stock reports A symbol opens into a set of reports, not a single overview. - Overview, with key facts and the live price. - Profits and margins, including net, operating, and gross margin trends. - Returns, and a returns heat map of monthly and annual performance. - Ratios: valuation (P/E, P/B, PEG, EV/EBITDA, price to sales), profitability, returns (ROE, ROA, ROCE, ROIC), financial health (debt to equity, current and quick ratios, interest coverage, net debt to EBITDA), growth, and efficiency (asset turnover, inventory turnover, cash conversion cycle, working capital). - Statements: income statement, balance sheet, and cash flow, with year-over-year and quarter-over-quarter growth. Period toggles sit on the overview financials as well. - EPS, dividends (yield, payout, history), and a company report with revenue per employee, profit per employee, and hiring trend. - Forecast: historical analyst ratings, price targets, and EPS and revenue estimates. Ratings and targets default to the last 12 months, with 24 months available, on the overview, in Chart Mode, and in Portfolio. - Peers: the sector and industry on 10+ sortable metrics. - Segments, United States: revenue by business segment. - Valuation: a dedicated valuation report next to the multiples. - Insider activity, with a multi-year transaction history. - Institutional ownership, including the ETFs and funds that hold the stock. - Transcripts: the earnings call in a searchable transcript, an AI summary, and Management Guidance Integrity, which scores what management guided against what the company then reported. Learn pages explain the metrics in plain language (P/E, PEG, book value, free cash flow, margins, ROE, ROIC, and the rest) at https://amsflow.com/learn ## Series Series puts stocks, crypto, forex, and economic indicators on one view, with more than one Y-axis so a price and a ratio can share the chart. There are 30+ correlation and comparison metrics, including stock fundamentals and US economic series. Timeframes run 3Y, 5Y, 10Y, 20Y, and max. Team Series shares the work. ## Widgets and the returns heat map Six widgets sit across asset classes: Seasonality, Pivots, Drawdown, Streaks, Rolling Performance, and Risk Statistics. The returns heat map is a color grid of monthly and annual returns for stocks, indices, commodities, crypto, ETFs, and funds. Seasonal patterns show up as the color repeats. Pro Search can open one directly. Public heat maps for major indices and other assets live under https://amsflow.com/data-reports/historical-returns Sentiment is a Fear & Greed index for the US, EU, UK, Australia, Japan, China, India, Canada, Gold, and Crypto, with a widget on Glance. Public pages: https://amsflow.com/data-reports/sentiment ## Calendars, Glance, and search Calendars cover global earnings, IPOs, economic releases, market holidays, and the crypto calendar of unlocks and options expiries. Glance is the market overview: watchlists, indices across the US, Europe, Asia, and the Middle East, commodities, crypto, sentiment, and news in one place. Search is Cmd/Ctrl+K. It ranks symbols that list on more than one exchange, jumps to a report or a metric in natural language, and suggests as you type. The watchlist you picked stays selected as you move through the platform. Market hours for the exchanges sit at https://amsflow.com/market-hours ## Markets, funds, forex, and commodities Markets is the index board: major indices with live prices, and constituents where coverage exists (United States and India today; China, Japan, and Singapore are the next constituent sets). Minor indices are partial. Funds and ETFs cover the major markets, including the United States, China, Europe, Germany, Japan, Australia, Singapore, India, Hong Kong, and the United Kingdom. Funds Discover is the thematic starting point inside the screener. Forex covers the major pairs. Commodities cover the major international contracts, including gold, silver, oil, natural gas, metals, and agriculture. X-Ray runs on indices, funds, and commodities as well as stocks. Real estate, index and stock futures, and listed options are marked coming soon on the data-coverage page, so they are not in the product yet. https://amsflow.com/data-coverage ## Data reports Public economic and market series, outside the logged-in app: - US inflation, CPI, PCE, federal funds rate, GDP, unemployment, non-farm payroll, the budget deficit, and US national debt. - Treasury rates from 4 weeks through 30 years, 30-year mortgage rates, and housing prices. - Fear & Greed for the markets listed above. - Historical return heat maps. - Public reads of US fund-manager filings and congressional trading, which mirror the in-app Institutions views. https://amsflow.com/data-reports ## Alerts Checks run across price, technicals, and fundamentals. - Fundamental alerts on revenue, profits, margins, debt, and the other company metrics. - Technical alerts such as RSI divergence and ADX, with thresholds you set. - Price and percentage-change alerts on stocks, indices, ETFs and funds, crypto, and commodities, including in-line on the chart. - Technical alerts such as RSI divergence, ADX, and Williams %R, with thresholds you set. Technical alerts cover ETFs and funds as well as stocks. - Critical alerts by SMS, on a phone number anywhere the SMS provider delivers. Email covers the rest. Webhooks post into Slack, Microsoft Teams, Discord, and Telegram. - Active alert limits depend on the plan. See https://amsflow.com/pricing.md Team alerts are shared on the Team plan. ## Teams The Team plan is where collaboration is on: team alerts, team watchlists, team discussions, team portfolio, Team Dash, Team Series, and Team Screener. Commercial use sits on that plan. Discussions are rich text, with inline images, @mentions, and reactions, stored encrypted (AES-256). Access has four roles: Owner, Admin, Member, and Guest. Invites and role changes apply as they are saved. Landing page: https://amsflow.com/teams ## Model Blocks Model Blocks is a free-form canvas of connected blocks for money flows: a personal plan, a business scenario, or an economic sketch. https://amsflow.com/model-blocks ## Tools Public calculators at https://amsflow.com/tools sit beside the platform. They cover planning (CAGR, inflation, APY, retirement, SWP, NPV, IRR, rule of 72, real return), portfolio math (position size, rebalancing, dividend reinvestment, capital gains), stocks (profit, average down, splits), crypto profit, liquidation, and average-down for Bitcoin, Ethereum, and Solana, options and futures (Black-Scholes, implied-volatility surface, stop targets, margin call), and company math (WACC, ROIC, CAPM, bond price). A trading-performance simulator and a behavioral panic simulator are in the same set. ## Coverage The features page lists live prices from major exchanges, an ad-free feed, 70,000+ stocks, global ETFs and mutual funds, forex, commodities, and crypto, with 100+ years of history on the deepest series and 10+ data edge locations. Comparison posts describe the research universe as 100,000+ securities. Crypto search covers the major coins plus 4,300+ more added in 2026. Historical depth on a seat is 10 years on Essential and Pro, and max available on Delta and Team. Fundamental coverage on the data-coverage page is full for the United States, China, India, Japan, South Korea, Singapore, Hong Kong, France, Germany, Norway, the United Kingdom, other Euronext markets, and Canada. Saudi Arabia, the UAE, and Israel are listed as coming soon. Rotation itself covers the 14 markets in that section, which is a different list from fundamental coverage. https://amsflow.com/data-coverage ## What the changelog added Fetch https://amsflow.com/changelog for the live list. The notes below are the published record through v1.8.8. **24 September 2026, v1.8.8.** The large charting release: the indicator set, TPO, liquidity sweeps, automatic candlestick and chart-pattern detection, Volume Footprint, Heikin Ashi, Baseline, fundamental overlays, earnings and dividend markers, Regression Trend, Fixed Range Volume Profile, business-segment revenue for US stocks, a valuation report, and ETFs and funds on the institutional report. **9 September 2026, v1.8.7.** Long and short position tools, price-change tools, and paths. Separate light and dark chart colors. Portfolio SMS alerts, a dividend calendar, and editable closed positions. Forecast and Peers reports. Analyst ratings default to a 12-month window. News localized by region, with a Glance widget. Planner: multiple plans, future monthly cashflow, and a monthly breakdown. Indices as the rotation benchmark. Rotation company tables sort on 10+ metrics and can add a name to a watchlist. **4 August 2026, v1.8.6.** Rotation, global stock heatmaps, and advanced crypto analytics (home, funding, capital flows, cycle, calendar). **15 July 2026, v1.8.5.** The platform design refresh. US institutions (fund managers and politicians). News, now a stable feature. Deeper crypto: funding, liquidation heatmap, flow and depth, options. **26 April 2026, v1.8.4.** Planner, Journal, portfolio factor attribution, Chart Mode's context panel, and Discover for the screener. **February 2026, v1.8.3.** Watchlists across stocks, indices, ETFs and funds, crypto, and commodities. X-Ray on indices, funds, and commodities. The six analytical widgets. Crypto heatmap. Sentiment for 10 markets. Thousands more coins in search. **December 2025, v1.8.2.** Lisa 2.0, with Ask Mode, Research Mode, Lisa Screener, and Lisa Dash. **November 2025, v1.8.1.** Portfolio currencies, more screener technical filters, and a chart interval that persists. Earlier 2025 notes cover advanced charting and drawing tools, Dash, portfolio dividends, global ETFs and funds, the 550+ metric screener, guidance integrity and transcripts, Series, the returns heat map, and Glance.