Institutions have had three things retail investors haven't: aggregated data at a level no human could match, multi-method analysis sophisticated enough to find alpha, and instant execution. Volaren is the first platform to combine all three. Data, analysis, execution — for every investor.
Aggregated data. Multi-method analysis. Execution. The full vertical of investing — for everyone.
Many years of financials, live prices, earnings, insiders, estimates — every public company you follow.
Bloomberg, FactSet, and CapIQ charge tens of thousands per year for two reasons. First, they sell private data — proprietary research, M&A flow, dealer inventories — that retail investors can’t legally trade on anyway, because of accredited-investor and insider rules. Second, they staff thousand-person analyst desks producing in-house notes. Neither cost applies to public data, which is the only data you can actually act on. Filings, transcripts, estimates, insider trades — all public, all expensive to aggregate cleanly, all free once someone builds the pipeline. We built it. So you get the same depth, the same recency, at less than 1% of the cost.
Multi-method valuation, full personalized models, community-benchmark projections — running side by side.
Proprietary fine-tuning trained on financial reasoning — not a generic chatbot. The analysis a junior banker spends three days on, in ninety seconds. Intrinsic + comparable + precedent valuation in one view, plus your thesis baked into every forecast.
Buy and sell directly inside Volaren. Manual or thesis-triggered.
By the end of 2026, the loop closes: research, analytics, and execution all in one window. The first platform where retail investors don’t have to tab between five different tools. Mobile execution follows in Q1 2027.
All within Volaren.
Check out our roadmap to see what's next on the docket.
Hover to peek · Click for details · Drag to scroll
Multi-method valuation
Intrinsic, comparable, and precedent valuations applied to every ticker — running side by side.
AI investment memo
Institutional-grade memos generated in 90 seconds. Editable, exportable, defensible.
Years of historical data
Every line of every public company's filings. Aggregated. Updated. Across every ticker you follow.
Quant-grade portfolio analytics
Factor exposure, attribution analysis, stress tests. The math hedge funds run, applied to your holdings.
Personalized projections
Forecasts built around your investment thesis. Aggregated benchmark projections from every Volaren user.
Multi-method valuation
Intrinsic, comparable, and precedent valuations applied to every ticker — running side by side.
AI investment memo
Institutional-grade memos generated in 90 seconds. Editable, exportable, defensible.
Years of historical data
Every line of every public company's filings. Aggregated. Updated. Across every ticker you follow.
Quant-grade portfolio analytics
Factor exposure, attribution analysis, stress tests. The math hedge funds run, applied to your holdings.
Personalized projections
Forecasts built around your investment thesis. Aggregated benchmark projections from every Volaren user.
Buy and sell directly inside Volaren. Manual or automated, based on your thesis.
The whole point of vertical integration: research and execution in the same window. No tab-switching to Schwab. No copy-pasting tickers. The trade fires from inside your analysis.
Download any financial model. AI updates your assumptions as new data arrives.
For the analyst who insists on building in Excel: Volaren feeds the data, you keep your workflow. No more rebuilding the same model every quarter when new earnings hit.
Research, portfolio, and trade execution from your phone.
The first mobile app that gives a retail investor a Bloomberg-grade research workflow. Read memos on the train. Fire a trade from the gym. Same data, same analysis, same execution as desktop.
Every tier gives you the full Volaren platform — analyses, research, portfolio tools, brokerage connect, AI chat. You only choose how many analyses you do each month, and pay less per analysis the more you commit. New accounts get a 14-day Basic trial on approval.
3 credits / month
—
Try the full platform. Upgrade when you want more.
12 credits / month
≈ $1.58 / credit
17% off pay-as-you-go
For active investors researching a handful of names each week.
35 credits / month
≈ $1.40 / credit
53% off pay-as-you-go · best value
For investors managing real money — plus optional pay-as-you-go beyond 35.
Plus members can set a monthly spending cap and get extra analyses at $2 per credit — only for what you use. Default cap is $0, so you'll never see a surprise bill.
| Capability | Volaren | Claude | Bloomberg | FactSet | CapIQ | Fiscal AI | Schwab/Robinhood |
|---|---|---|---|---|---|---|---|
| Years of historical financial data | ✓ | P | ✓ | ✓ | ✓ | ✓ | P |
| Real-time prices across multiple tickers | ✓ | ✕ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Earnings calendars + insider trades + analyst estimates | ✓ | P | ✓ | ✓ | ✓ | P | P |
| Segment-level KPIs | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✕ |
| Super-investor 13F tracking | ✓ | P | ✓ | ✓ | ✓ | ✓ | ✕ |
Each of these tools solves one piece. Volaren is the first to solve all of them at once — at a price that finally closes the gap between institutional and retail.