Dash

Create beautiful financial research dashboards using natural language. End the era of manually picking dropdowns and discover how Amsflow Dash dramatically reduces research time and increases productivity for investors, analysts, and financial research teams.

Create intelligent financial dashboards with natural language

Amsflow Dash enables you to create custom financial research dashboards from simple to complex criteria. Leverage 550+ metrics and 8,000 filters through intuitive natural language queries. Track multiple assets, collaborate with teams, and customize every aspect of your research environment.

  • Lisa Dash Agent

    Build financial research dashboards using natural language. Describe what you want, from “Track the Magnificent 7” to complex setups with 550+ metrics and 8,000 filters.

  • 10+ Customizable Widgets

    Track multiple metrics at once with widgets for analyst ratings, heatmaps, ratios, and more. Combine and arrange them to create your ideal analytical view.

  • Advanced Customization

    Resize, drag, and rearrange widgets to design your perfect dashboard layout. Adjust every element precisely to match your analysis style and workflow preferences.

  • Context-Aware Commands

    Lisa Dash Agent understands context and can modify dashboards dynamically. Ask it to add widgets, remove items, or adjust metrics instantly without manual setup.

Plus, all Amsflow has to offer

From comprehensive research to AI-powered insights, Amsflow brings you everything needed for modern investment analysis. X-Ray and Lisa AI assist your workflow with intelligent tools that keep you ahead of market opportunities. One unified platform where you work smarter with cutting-edge analysis.

Core

Multiple watchlists
Glance
Stock Screener
Dash
Portfolio
Series
Comprehensive financial statements
Key financial metrics & ratios
Earnings estimates
Analyst ratings
Price targets
Insider Acivity
Returns Heat Map
Earnings Call Transcripts

Intelligence

Lisa
X-Ray
Screener Agent
Dash Agent
Pro search with natural language
Multi-timeframe analysis
Anomaly detection
Trend Identification
Statements analysis
Key Highlights
Scorecard
Transcripts analysis
Management Guidance Integrity

Market Data

Real-time global stock market data
70,000+ Stocks tracked worldwide
Global ETFs
Global Mutual Funds
100+ years of Historical Data
Cryptocurrency
Forex
Commodities
10 + Data Edge Locations

Alerts

Technical alerts
Critical Alerts via SMS
Price & percentage change alerts
Fundamental metrics alerts
Alerts via Webhooks
Portfolio Digest
Portfolio Monitoring

Teams

Team Alerts
Team Watchlists
Team Portfolio
Team Series
Team Screener
Team Discussions
Team Dash

Charting

Drawing Tools
Multi-Panel Chart Layouts
In-line Chart Alerts
Technical indicators

Calendars

Global Earnings
Global IPOs
Global Economics
Global Market holidays

Transform your Dashboarding experience

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FAQ

How does Lisa Dash Agent work?

Lisa Dash Agent uses natural language processing to understand your research requirements. Simply describe what you want to track—from simple queries like 'Create a dashboard tracking the Magnificent 7' to complex criteria like 'undervalued financial companies with specific metrics and analyst ratings.' The agent intelligently maps your query to available metrics and filters, creating custom dashboards instantly without manual configuration.

What types of widgets are available in Amsflow Dash?

Amsflow Dash includes 10+ widgets covering analyst ratings, returns heatmaps, financial ratios, profit metrics, margins, and more. You can mix and match widgets to create your ideal dashboard layout. We're continuously adding new widgets in future releases, expanding the analytical capabilities available to you as your research needs evolve.

Can I customize my dashboard layout?

Yes, Amsflow Dash offers advanced customization options. You can resize widgets to emphasize important metrics, drag and drop widgets to rearrange their positions, and add or remove widgets based on your analytical focus. This flexibility allows you to create a research environment perfectly tailored to your specific needs and preferences.

What assets can I track with Amsflow Dash?

Amsflow Dash supports multi-asset tracking including stocks, ETFs, mutual funds, indices, cryptocurrencies, and commodities. You can create unified dashboards that combine different asset classes, enabling comprehensive portfolio analysis and cross-asset correlation studies from a single view.

Can I take actions on my dashboards using natural language?

Absolutely. Lisa Dash Agent is fully context-aware and can execute actions on your existing dashboards. You can say things like 'Add analyst ratings widget,' 'Remove ratios widget,' or 'Also track margins and profits.' The agent understands the context of your dashboard and makes the requested modifications seamlessly.

Does Amsflow Dash support team collaboration?

Yes, Team Plan customers can collaborate and share Amsflow Dash dashboards with other team members. This enables synchronized research workflows, allowing teams to work together on shared analytical views and ensure everyone has access to the same custom dashboards for consistent research insights.

Amsflow is for research and educational purposes only. Not financial advice. Amsflow doesn't recommend specific investments or securities. Market participation involves substantial risk, including potential loss of principal. Past performance doesn't guarantee future results. Amsflow doesn't offer fund/portfolio management services in any jurisdiction. Amsflow is a data platform only. Amsflow doesn't provide investment tips. Be cautious of imposters claiming to be Amsflow.