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Lisa

Your intelligent investment research assistant. Lisa handles everything from simple stock queries to complex analytical tasks. Fully context-aware and designed for the modern investor. Ask questions in plain English and get instant visual insights, deep research analysis, and actionable intelligence.

Exceptional intelligent investment research assistant

Lisa is the most comprehensive intelligent assistant for investment research. Whether you need quick data retrieval, deep fundamental analysis, stock discovery, or custom dashboard creation, simply ask. Lisa understands context, builds on your conversation, and delivers results with enhanced visual outputs.

  • Ask

    Lightning-fast queries for stock prices, comparisons, ratios, and metrics. From 'Compare prices for Nvidia and AMD' to complex ratio analysis, get instant visual outputs with just 1-2 AI credits per query.

  • Research

    Deep analytical capabilities for complex investment decisions. Evaluate valuations, create bull and bear cases, analyze fundamental strength, and compare growth trajectories across multiple companies.

  • Screen

    Discover stocks using natural language criteria. Filter by sector, metrics, analyst ratings, and more. Find 'profitable, undervalued tech stocks with strong growth' without touching a dropdown.

  • Create Dashboards

    Create custom tracking dashboards conversationally. From simple requests like 'track the Magnificent 7' to complex multi-metric setups, build and modify dashboards using plain English.

Example Prompts

Explore what you can ask Amsflow Lisa. From quick price checks to deep fundamental analysis.

Show financial ratios for Snapchat and Reddit

What is the P/E ratio for Apple?

Compare P/E ratios for Meta and Google

ROE for JPMorgan and Bank of America

Show ROA comparison for Tesla and Rivian

What is the PEG ratio of Microsoft?

Compare debt to equity for major airlines

Show analyst ratings for CrowdStrike

Compare profit margins for Costco and Walmart

What is the current ratio for Amazon?

Show P/B ratio for Goldman Sachs

Compare ROCE for Intel and AMD

What are the analyst ratings for Snowflake?

Show quick ratio for Home Depot

Compare P/E ratios of major automakers

What is the dividend yield for AT&T?

Show ROE comparison for Mastercard and Visa

Compare analyst ratings for Uber and Lyft

What is the price to sales ratio for Salesforce?

Show asset turnover ratio for Walmart

20 prompts in Ratios & Metrics

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 investment research with Lisa

Start your 7-day complimentary trial. Accelerate your investment research productivity with Amsflow Lisa and spend less time searching, more time strategizing.

FAQ

What's the difference between Ask Mode and Research Mode?

Ask Mode is designed for quick information retrieval: stock prices, comparisons, ratios, metrics, and heatmaps. It's fast, efficient, and uses only 1-2 AI credits. Research Mode is for deep analysis: evaluating valuations, creating bull and bear cases, analyzing fundamental strength, and comparing growth trajectories. Use Ask Mode for data, Research Mode for insights.

What types of queries can Lisa handle?

Lisa handles a wide range: stock prices and comparisons, financial ratios, revenue and margin analysis, EPS growth, ROE, analyst ratings, returns heatmaps, and more. In Research Mode, Lisa can deeply analyze multiple companies, create investment cases, evaluate valuations, and compare growth trajectories. Lisa also handles screener queries and dashboard creation.

How does Lisa's Screener Agent work?

Lisa's Screener Agent lets you discover stocks using natural language. Instead of navigating dropdowns, simply describe what you're looking for: "Technology sector stocks in the USA with P/E between 10-30, quarterly net income growth over 30%, sorted by market cap." Lisa translates your criteria into precise filters across 550+ metrics and 8,000 parameters.

Can Lisa create dashboards for me?

Yes! Lisa's Dash Agent creates custom tracking dashboards using natural language. Ask Lisa to "analyze Tesla" then follow up with "create a dashboard tracking Tesla's performance." Or go complex: "Create a dashboard tracking profitable, undervalued stocks in energy and tech sectors with analyst buy ratings and market cap over $50B."

Is Lisa context-aware across conversations?

Absolutely. Lisa maintains full context throughout your conversation. If you ask to "compare revenue for Google and Microsoft," you can follow up with "also add Nvidia" and Lisa will display a combined graph for all three. This contextual awareness makes research flow naturally without repeating yourself.

How many AI credits does Lisa use?

Lisa is designed for efficiency. Ask Mode queries typically use only 1-2 Amsflow AI credits, perfect for quick data retrieval. Research Mode uses more credits for deep analysis, but you control when to use it. This balance lets you work efficiently for routine queries while having full analytical power when you need it.

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.