Built on AI
Beyalan integrates Claude and Perplexity to bring AI into every part of your research workflow — from financial modeling to real-time news analysis.
Research Agent
Ask questions in natural language. The analyst fetches real-time data, runs screens, pulls financials, and generates charts — all autonomously.
Financial Modeling
AI analyzes company fundamentals and industry context to generate realistic, ticker-specific projections and valuations.
News & Research
Web-grounded research powered by Perplexity. Get real-time news, deep-dive analysis, and market themes with source citations.
Everything you need to make smarter investment decisions
Portfolio Analysis
Import positions from your brokerage or build portfolios manually. Track P&L, concentration risk, asset-type breakdown, and factor exposures with institutional-grade analytics.
Backtesting Engine
Test investment strategies across equities, fixed income, and multi-asset portfolios against historical data. Compare performance vs. benchmarks with full risk-adjusted metrics.
AI Financial Modeling
Generate linked 3-statement financial models (Income Statement, Balance Sheet, Cash Flow) with AI-derived assumptions. Includes DCF valuation, sensitivity analysis, and peer comps.
AI Analyst Agent
Chat with an AI equity research analyst powered by Claude. 30+ tools for market data, fundamentals, screening, news research, and chart generation — all in one conversation.
Portfolio Comparison
Compare ETFs, portfolios, and strategies side by side. Normalized equity curves, relative performance metrics, and holdings overlap analysis.
Factor Exposure
Decompose your portfolio into value, momentum, quality, growth, and volatility factors. Identify hidden tilts and unintended bets.
Portfolio Optimizer
Mean-variance optimization with custom constraints, sector limits, and position bounds. Monte Carlo simulation for confidence intervals on expected outcomes.
Brokerage Sync
Connect your Robinhood, Fidelity, Schwab, or other brokerage accounts. Import positions, transactions, and holdings automatically.
Comprehensive Market Coverage
Real-time and historical data across every major asset class, powered by institutional data feeds.
Equities
US stocks with real-time quotes, fundamentals, and technicals
ETFs
Holdings analysis, weighted-average metrics, and sector decomposition
Rates
Treasury yields, yield curves, and fixed income analytics
Forex
Major and cross currency pairs with historical data
Commodities
Energy, metals, and agricultural commodities
Crypto
Digital assets with real-time pricing
Macro
FRED economic data, indicators, and regime analysis
Events
Earnings-driven event studies with configurable windows
Bank-Grade Security
Brokerage sync is powered by SnapTrade, a SOC 2 Type II compliant financial data aggregator. Your credentials never touch our servers.
No Credentials Stored
Your brokerage username and password are never seen or stored by Beyalan. You authenticate directly with your broker.
Read-Only Access
We can only view your holdings and transaction history. Beyalan cannot execute trades, move funds, or modify your accounts.
256-Bit Encryption
All stored data is encrypted with AES-256-GCM and protected by row-level security. Only you can access your data.
Disconnect Anytime
Revoke access with one click. Disconnecting immediately deletes all synced data from our servers.
Read our Privacy Policy for full details on how brokerage data is handled.