Valuation metrics / Analyst data / AI features?
I don't see any features that I can't find for free via my brokerage account (Schwab), and this service is missing many features Yahoo Finance offers for free such as valuation metrics by stock ticker (PEG, forward PE, etc.) and analyst ratings. Also, where are the AI features like asset allocation recommendations or guidance on investment ideas according to investment philosophy or user-set criteria? I just don't see a compelling reason to use this service with the current feature set.
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Jan 23, 20250