SphereInvest AI — AI Investment Research Terminal

SphereInvest AI is an AI investment research platform covering roughly 73 US & UK large-cap stocks. It reads real fundamentals, technical signals, peer valuations and news headlines, then explains in plain English why a company matches the criteria you selected — and where the risks hide. Research insights, not personalised financial advice: built to support, not replace, your own decisions.

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Eleven research modules

• Market Scanner — screen the universe with preset or custom criteria; every match explains why it qualified.
• AI Research Assistant — ask questions in plain English; answers grounded in real cached fundamentals, technicals and news.
• Portfolio Tracker — track lots and P/L with proper UK pence handling.
• Watchlists & Alerts — price and RSI alerts plus AI theses on what to watch.
• Risk Tools — concentration warnings, volatility, beta and a diversification score.
• Stop-loss Calculator — fixed, ATR-based and support-level stops with position sizing.
• Dividend Calendar — upcoming ex-dividend dates and income projection.
• Economic News Analysis — macro dashboard with an AI daily briefing grounded in headlines.
• Learning Centre — twelve plain-English investing lessons with quizzes and an AI tutor.
• ISA & UK Tax Assistant — allowance tracker and dividend/CGT estimators. Educational, not advice.
• Wealth Simulator — compound growth projections with Monte Carlo outcome bands; illustrations, not forecasts.

How it works

Market data (quotes, fundamentals, price history, news headlines) comes from Yahoo Finance, typically delayed or end-of-day and cached up to 12 hours. Standard indicators (SMA, RSI, MACD, ATR, volatility, beta) are computed from that history. AI summaries are generated by Anthropic Claude, grounded strictly in the cached data — never buy/sell instructions, never price targets. Full methodology.

Pricing

Free tier: full market data, scanner presets and a trial of the AI features. Premium: £9.99/month — unlimited AI research summaries, assistant chat, briefings, alerts, unlimited portfolios and watchlists. Cancel any time; access continues to the end of the paid period.

Important

SphereInvest AI is an investment research and analytical technology platform. It does not execute trades, hold client funds or provide personalised financial advice. Information provided through the platform is for research and educational purposes only. Capital at risk: the value of investments can fall as well as rise.

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