Dexter — AI-Powered Financial Research Agent
Dexter is an autonomous AI financial research agent built by Aptitude Consulting Corp. Ask any financial question and get institutional-grade, data-backed analysis — powered by live market data from 17,000+ public tickers.
How Dexter Works
1. Ask any financial question or search 16,000+ earnings call transcripts. 2. Watch Dexter autonomously pull live data, analyze financials, and build your report in real-time. 3. Bookmark sessions, re-run with the latest data, download branded PDFs, or share a link with your team — all in one click.
Cryptocurrency Research
Dexter supports cryptocurrency analysis powered by the CoinGecko API. Free users can research BTC, ETH, and SOL. Starter and Pro users get access to all coins with real-time prices, market cap, 24h volume, circulating supply, and 7-day/30-day/1-year price changes.
Dexter vs. Traditional LLMs
| Capability | Traditional LLMs (ChatGPT, Gemini) | Dexter Research |
|---|
| Live financial data | No — training cutoff, no real-time access | Yes — live data from Financial Datasets, Yahoo Finance, CoinGecko |
| Source citations | Often fabricated or missing | Every fact inline-cited with source and timestamp |
| Multi-step research | Single prompt/response | Autonomous agent — plans, retrieves, cross-references, iterates |
| Income statements, balance sheets | Not available in real-time | Full financials for 17,000+ tickers, pulled live |
| Earnings call analysis | Manual transcript pasting | 16,000+ transcripts searchable with sentiment analysis |
| Institutional-grade reports | Generic summaries | 5-section Deep Dive with valuation models and price targets |
| Portfolio stress testing | Not supported | CSV import, AI-powered scenario analysis, rebalancing suggestions |
| Audit trail | No trace or reproducibility | Full research trace export — verify every step |
| Real-time technical indicators | No access to price feeds | RSI, MACD, SMA, Bollinger Bands, VWAP |
| Branded, exportable reports | Copy-paste text only | White-label PDF, CSV, Markdown, and shareable links |
Research Tools
- Deep Dive Stock Reports (Starter+) — 5-section equity research on any ticker with financial health, growth catalysts, valuation scenarios, and price targets.
- Earnings Call Analyzer (Starter+) — Search 16,000+ transcripts. Get key takeaways, management sentiment, competitive signals, and risk flags.
- Portfolio Scenario Analysis (Starter+) — Upload your holdings via CSV or add manually. Get AI-powered stress tests, sector exposure, correlation risks, and rebalancing suggestions.
- Company Intelligence Dossier (Pro) — 7-section intelligence report combining financial deep dive, competitive moat analysis, risk matrix, and strategic recommendations.
- GTM Strategy Module (Pro) — AI-powered go-to-market strategy with unspoken market insights, assumption stress tests, and an investor-ready plan.
- Price Alerts (Pro) — Set custom above/below price alerts for any ticker. Toggle alerts on or off and track triggered notifications.
- Saved Research & Re-run — Bookmark any research session and re-run it with one click to pull the latest market data.
- Shareable Report Links (Pro) — Generate public links to share any report with colleagues or clients — no login required.
- Custom Agent Templates (Pro) — Save and reuse your research configurations for repeatable analysis workflows.
Pricing
Free: AAPL, NVDA, MSFT stocks and BTC, ETH, SOL crypto — 5 queries/day. No credit card required.
Starter: $19.99/month or $191.90/year (save 20%) — All 17,000+ tickers and all crypto coins, 30 queries/day, Deep Dive Stock Reports, Earnings Call Analyzer, Insider Trading Intelligence, Portfolio Scenario Analysis, Stock Screener, saved research with re-run, and PDF/CSV exports.
Pro: $49.99/month or $479.90/year (save 20%) — Unlimited queries, all crypto coins, Company Dossier, GTM Strategy, price alerts, white-label branding, shareable report links, custom templates, and priority support.
What Users Are Saying
"I replaced three separate tools with Dexter. The deep dive reports are as good as what our junior analysts produce — and they're ready in minutes, not days." — Marcus R., Portfolio Manager at a mid-market equity fund
"The earnings call analyzer caught a management tone shift in NVDA that I completely missed reading the transcript myself. That one insight paid for a year of Pro." — Sarah L., Equity Research Analyst at a regional advisory firm
"The company dossier is our new standard for due diligence. Seven sections, competitive moat analysis, risk matrix — it's what we used to pay consultants $15K to produce." — David T., Managing Director at a growth-stage venture firm
Built on Open Source
Dexter's research engine is open source with 20,000+ GitHub stars and 2,400+ forks. The hosted version adds premium data feeds, managed infrastructure, branded exports, shareable links, and team features — zero setup required.
Security, Trust & Transparency
Secure authentication via Replit (Google, GitHub, email). Your research sessions and exports are private and isolated. We do not share your data with third parties, and your queries are not used to train AI models. Every fact in Dexter's reports is inline-cited with its data source, and AI inference is clearly labeled — so you always know what's retrieved data and what's interpretation. Pro users can export a full audit trace to reproduce or verify any research session.
FAQ
What is Dexter? Dexter is an autonomous AI financial research agent built by Aptitude Consulting Corp. Unlike traditional data terminals, Dexter actively researches your question — pulling live data from 17,000+ tickers, analyzing financials, and writing institutional-grade reports. Think of it as a junior analyst who works 24/7.
How is Dexter different from Bloomberg or Yahoo Finance? Data platforms give you access to raw data — you still have to analyze it and write conclusions. Dexter does all of that for you. Ask a question, watch it work in real-time, and get a finished analysis. Every fact is inline-cited with its source, and AI reasoning is clearly labeled — so you always know what's data and what's interpretation. Pro users can export a full audit trace to reproduce or verify any session.
How much does Dexter cost? Free: AAPL, NVDA, MSFT with 5 queries/day — no credit card required. Starter ($19.99/mo or $191.90/yr): all 17,000+ tickers, 30 queries/day, Deep Dive reports, Earnings analysis, Insider Trading Intelligence, Portfolio Scenario Analysis, Stock Screener, charts, saved research with re-run, and watchlist. Pro ($49.99/mo or $479.90/yr): unlimited queries, Company Dossier, GTM Strategy, price alerts, audit trace export, shareable links, custom templates, white-label branding, and priority support.
What data sources does Dexter use? Dexter pulls live data from Financial Datasets and premium sources covering 17,000+ US stocks — income statements, balance sheets, cash flow, stock prices, analyst estimates, insider trades, real-time technical indicators (RSI, MACD, SMA, Bollinger Bands, VWAP), and 16,000+ earnings transcripts. Every data point is inline-cited with its source and retrieval timestamp.
Is Dexter related to the open-source project? Yes. The core research engine is open source (20,000+ GitHub stars, 2,400+ forks). The hosted version adds premium data feeds, managed infrastructure, branded exports, shareable links, and team features.
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Disclaimer: The information provided by Dexter is for informational and educational purposes only and does not constitute financial advice, investment advice, or any other form of advice. Dexter is not a registered investment advisor, broker-dealer, or financial planner. Past performance is not indicative of future results. Consult a qualified financial professional before making any investment decisions.
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