May 2025 Updates

CBIC GALA INNOVATOR’S ROW

We were so excited to be part of Innovators Row at this year’s CBIC Gala! Thanks to all who came to say hello, connected with us, explored the vibrant community of startups, and supported us with inno-bucks!

One of our users came to BrokerBotics with a very specific complex question:
“Find me 10 profitable companies with market cap between 1 and 100 billion that have grown net income yoy in the last 2 quarters and have weekly options with volume of over 10k contracts a week.”

Instead of spending hours filtering through screener tools and financial statements, they plugged the question directly into BrokerBotics. It took BrokerBotics 90 seconds but imagine trying to do this by hand. Then the person asked follow up questions about each stock in the list and HIMS and APP stood out as investments to them. We ran this query ourselves today and here are our results. And we asked why APP is not in the list and BrokerBotics responded with:
“Applovin Corp Cl A (APP) is not on the list because its market capitalization of approximately $133.24 billion exceeds the specified upper limit of $100 billion”

Do you have a story of something amazing to share that BrokerBotics helped you with? Reply to this email and let us know.

New Brokerage!

Fidelity Support­

We’re thrilled to bring BrokerBotics to Fidelity users! Our AI-powered research tools are now available to help you explore stocks, ask financial questions, and uncover opportunities—right from your Fidelity account. Whether you’re just getting started or looking for a smarter way to analyze the market, BrokerBotics is here to help!

New!

Fully Customizable Stock and ETF Information Pages

­Bring together everything you need to analyze a stock on one beautifully designed, fully customizable dashboard. No More switching tabs. Just the information you want. Instantly accessible whether you’re a casual investor or a data-driven trader.

More Data!

Insider Holdings + Transactions

We continue to add more data to make BrokerBotics more and more capable. We’ve just added Insider Holdings and Insider transactions. Not only can you see the data, you can chat with our AI to combine this data with your interests and choices.

Mutual Fund Data!

We’ve begun our data collection and training for Mutual Fund Holdings!
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We expect to have more accurate mutual fund holdings than any other source with better support for complex holding types. Stay tuned as we train our AI with this information.