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
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
Intelligence
Market Data
Alerts
Teams
Charting
Calendars
What customers say
Hear from customers who are loving what we've built for them
"Amsflow looks like a powerful all-in-one solution for financial teams! Love the seamless integration of AI insights and collaboration tools."
Dorian
"Great software for stock monitoring and trading. Both Amsflow and my personal investment account matches in terms of profit and losses. Only wished that choosing a date would generate the price like Tykr for that specific day, but I get why it shouldn't. I love how I could generate an AI report for the income statement and balance sheet for each company and it condense it into an easy to digest format."
Peter Vo
"I can only offer my compliments. Initially, I gave it 4 stars in my review because the list of cryptocurrencies was very limited. Within a week, the founder contacted me to let me know that he had added 4,300 cryptocurrencies."
Stefano Bellucci
"Nice software and value for money, it would be far better if it included API."
Noecis Ltd, UK
"I've been using Amsflow Screener for a while now, and it's been a game-changer. Typing metrics and filters is easy and fast; it's by far the best screener I've used. Most screeners are complex, but Amsflow is intuitive."
Tim Scullin
"Amsflow is an exceptional investment research and portfolio management tool that I highly recommend. .The fundamental data, and custom screening features empower me to make well- informed investment decisions.on top of it AJAY is very efficient and top of things, intially canada etf data were missing and he updated in just couple of hours, i am really impress with support"
Ronak
"I am quite happy with the subscription that I have purchased. It is excellent value for money as compared to some of the other services out there. I purchased it for the real time global data available in Amsflow and it does have data on major global markets. The Developers are also super quick - I suggested 4 enhancements to make it easier to use this product - all these were implemented in 1 day. Overall very happy with the purchase."
Sameer
"X-Ray transforms hours of my analysis into instant insights. One click delivers comprehensive stock evaluation with technical signals, pivot points, and anomaly detection - it's like having a seasoned analyst at my fingertips."
Karthikraj Duraisamy
"Most screeners I've used are complex, hard to use, and overcomplicated, but Amsflow Screener is intuitive and straightforward. Finally, using a screener makes sense."
Durgesh Kaushik
"Been using Amsflow for a few months now, and it is my go-to tool for analysis. The Screener is the highlight! I can slice through global markets, filter by metrics that matter to me, and even get AI suggestions from Lisa. The combo of data + AI saves serious time and, more importantly, helps find 'HIDDEN GEMS'. feature, and you should explore it. The Series feature lets me line up different assets, sectors, or even macro indicators and actually see how they’re moving together (or not). Found a few interesting correlations I’d have 100% missed otherwise."
Shreedhar Vepencheri
"I’ve been using Amsflow for the last 6–7 months, and it’s by far the best financial research platform I’ve used. I was fortunate enough to get early access to the Amsflow Screener, and it truly feels magical. As far as I know, only two screeners offer global data: TradingView and the Amsflow Screener. I prefer the Amsflow Screener because it’s so simple to use, especially with its query builder. The Lisa Screener Agent is also incredibly helpful whenever I’m unsure which metrics to use. I would highly recommend it for finding swing stocks or for long-term investing."
Arjun
Transform your investment research with Lisa
Start your 7-day trial. Boost your investment research with Amsflow Lisa, spend less time searching and 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.