Built by analysts who needed better tools
Back in 2019, three of us were stuck using platforms that either cost too much or didn't actually solve our workflow problems. So we started building something different.
How we got started
We weren't trying to disrupt anything. Honestly, we just wanted tools that actually worked for daily research tasks without forcing us into rigid templates or charging per report.
The first version was pretty basic—some Python scripts that pulled data and formatted it properly. But other analysts kept asking if they could use it too. That's when we realised we weren't the only ones frustrated with existing options.
By mid-2021, we had a small group of institutional users in Sydney and Melbourne testing features. Their feedback shaped everything from our data integration approach to how we handle portfolio comparisons. We learned that speed matters more than fancy dashboards, and flexibility beats pre-built templates every time.
Today, we're working with investment teams across Australia who need reliable analysis tools without the enterprise software headaches. We're still pretty focused on solving real workflow problems rather than adding features nobody asked for.
What guides our decisions
These aren't mission statement buzzwords. They're how we actually make product choices when priorities conflict.
Speed over features
We'd rather ship something that loads in under two seconds than add another dashboard widget. Analysts need quick answers, not loading screens.
Flexible by default
Every team works differently. We build tools that adapt to your process instead of forcing you into ours.
Data accuracy first
Pretty charts mean nothing if the underlying numbers are wrong. We spend more time on data validation than most competitors think necessary.
Real feedback loops
Our product roadmap comes from actual user requests, not boardroom brainstorming sessions. If analysts aren't asking for it, we probably won't build it.
Focused scope
We're not trying to be everything to everyone. We do financial analysis tools for professionals, and we do them well.
Built for daily use
Our interface is designed for people who'll use it multiple times a day, not once-a-quarter reports. That changes everything about how features work.
How we build things
Our development process might seem slower than typical startups. That's intentional. We'd rather test thoroughly with ten analysts than rush features to hundreds of users who'll encounter bugs during market hours.
User testing first
Before any feature goes live, at least five institutional users test it during their actual workflow. Not in a demo environment—in real research scenarios.
Performance benchmarks
Every data query has to meet speed targets before release. We track load times obsessively because seconds matter when you're comparing multiple securities.
Documentation as we build
We write usage docs while coding features, not afterwards. If we can't explain something clearly, that's usually a sign the feature needs rethinking.
Data validation layers
Our platform checks data accuracy at multiple points. When sources conflict, we flag it rather than picking one arbitrarily. Transparency over convenience.
What you can expect from us
We're not perfect, and our platform isn't trying to be everything. But if you're an investment professional who values accuracy and workflow efficiency over flashy features, you'll probably appreciate our approach.
- Honest communication about what our tools can and can't do—no overselling capabilities
- Regular updates based on actual analyst feedback, not marketing trends
- Support from people who understand financial analysis workflows, not generic helpdesk scripts
- Transparent pricing that doesn't hide costs in complicated tier structures
- Focus on data quality and platform stability over adding trendy but untested features
- Respect for your time—our tools aim to make your work faster, not create new tasks