Is Dexter just ChatGPT for stocks?

No. General-purpose LLMs usually don't have reliable live market data, financial statements, earnings transcripts, technical indicators, brokerage workflows, or reproducible research traces — and they can confidently invent numbers. Dexter is purpose-built for investment research: it pulls live data from dedicated financial sources, cites the data behind every claim, labels its AI reasoning, and keeps a full audit trail. You can also connect your own model (BYOK) if you prefer a specific LLM.

Dexter is built for self-directed investors, active traders, analysts, advisors, newsletter writers, small funds, and power users who want faster idea generation, deeper research, and more structured investment workflows. The free tier is a low-commitment way to try it on a few well-known names; Starter unlocks the full ticker universe, the Opportunity Scanner, and read-only brokerage sync, while Pro adds the deepest research tools, live trading, and automation.

How is Dexter different from Bloomberg, Yahoo Finance, or other platforms?

Data platforms give you access to raw data — you still have to analyze it, draw conclusions, and write up your findings. Dexter does all of that for you. Ask a question and watch it work in real-time: it retrieves the data, cross-references multiple sources, identifies patterns, and delivers a structured report. 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 is Dexter different from AlphaSense or LinqAlpha?

AlphaSense and LinqAlpha are enterprise research and search copilots built for institutional desks — they help analysts find and summarize information across filings, transcripts, and broker research. Dexter is an autonomous agent that goes further: it runs the research and closes the loop to action. Three differences stand out. First, Dexter takes you from research to decision to execution — it produces the analysis, then connects to your brokerage to sync holdings, surface the exact order to place, or execute live trades, and can run an AI portfolio manager (the Dexter Desk add-on). Second, every report is transparent by default — inline citations, retrieval timestamps, and a full audit trail of what the agent did, so nothing is a black box. Third, Dexter is self-serve and accessible: free to start with a monthly subscription you control yourself, versus enterprise seat licenses that are custom-quoted (typically five figures per seat per year) with a sales process and annual commitment. Dexter also supports bring-your-own-model (BYOK) and an MCP server, so it plugs into Claude Code and other AI agents.

Is Dexter related to the open-source project?

Yes. Dexter's core research engine is based on an open-source project with 20,000+ GitHub stars and 2,400+ forks. The hosted version on dexter-research.com adds premium data feeds, managed infrastructure, branded exports, shareable links, brokerage imports, live trading, and team features — so you get the same powerful agent without managing API keys or running servers yourself.

What makes the Opportunity Scanner different?

Most research tools make you choose a ticker first. Dexter starts by ranking potential opportunities across long, short, calls, puts, and bargain setups — using a versioned composite score built from technicals, fundamentals, sentiment, and risk flags — then lets you drill into the thesis, risk, valuation, sentiment, and earnings-call context for any candidate. Each scan also comes with a backtest at multiple lookbacks so you can see how the approach has behaved historically. The Opportunity Scanner is available from the Starter plan up.

What types of reports does Dexter generate?

Dexter generates Deep Dive Stock Reports (5-section equity research), Earnings Call Analysis, Company Intelligence Dossiers, Investment Memos, Portfolio Scenario Analysis, and Opportunity Scanner reports with daily long/short/calls/puts/bargain candidates plus a backtest with ¼-Kelly recommended sizing. Every report can be exported as PDF, CSV, or Markdown, or shared via a public link.

What is the Dexter Desk?

Dexter Desk is an AI portfolio manager you can add to any plan for $99/month. Each day it reviews your holdings across manual entries, synced brokerages, and Alpaca, re-checks the original thesis behind every position (intact, weakening, or broken), and blends in the latest Opportunity Scan to produce a portfolio brief with concrete, risk-sized suggestions. On Pro and Team it can prepare orders for execution or a guided handoff for read-only brokers — but it never trades a read-only account on your behalf, and you stay in control of every action.

Can I save, re-run, and track my research?

Yes. Bookmark any research session to save it for later, then re-run it with one click to pull the latest market data without re-typing your query. Starter and Pro users can also upload portfolios (manually or via CSV) for AI-powered scenario analysis. Pro users get price alerts — set above or below target prices for any ticker and toggle them on or off.

Can I export, brand, and share my reports?

Yes. All plans can export completed reports as PDF, CSV, or Markdown from any session page. Pro users can add their own company name and logo to all exported PDFs — making them ready for client deliverables, investor presentations, or team distribution. Pro users can also generate shareable report links: a public URL that lets anyone view the full report without logging in, perfect for sending to colleagues, clients, or stakeholders.

What data sources does Dexter use?

Dexter pulls live data from Financial Datasets (fundamentals, SEC filings, analyst estimates, insider trades), Yahoo Finance (prices, charts, options, short interest, technical indicators — RSI, MACD, SMA, Bollinger Bands, VWAP), Financial Modeling Prep (earnings calendar and surprise data for the PEAD signal), and CoinGecko (crypto). Earnings analysis pulls from 16,000+ earnings call transcripts. Sentiment combines StockTwits and — for BYOK users — X (Twitter). Every data point in your report is inline-cited with its source and retrieval timestamp.

How many tickers does Dexter cover?

Dexter covers 17,000+ US public equity tickers and 30+ major cryptocurrencies. Free users can research AAPL, NVDA, and MSFT plus BTC, ETH, and SOL; every paid plan unlocks the full universe.

Can I use my own AI model?

Yes. Starter and Pro users can bring their own API key (BYOK) and choose from OpenAI, Anthropic Claude (with prompt caching), Google Gemini, xAI Grok, DeepSeek, or MiniMax. Pro users additionally get AWS Bedrock for enterprise-grade model access. Your key is AES-256-GCM encrypted at rest and never exposed. When configured, all research agents (Research, Deep Dive, Earnings, Dossier) use your chosen model — and the active provider/model is shown on every session header. You can revert to the default GPT-4.1 anytime from Settings.

Can I use Dexter with Claude Code or other AI agents?

Yes — Pro and Team users can mint API keys from Settings and connect Dexter as an MCP (Model Context Protocol) server to Claude Code, Cursor, or any other MCP-compatible AI agent. The server exposes 10 tools including list_portfolios, get_portfolio, list_watchlist, latest_opportunity_scan, latest_opportunity_backtest, analyze_ticker, get_ticker_news, get_ticker_key_metrics, get_ticker_statements, and get_company_facts — so external agents can pull your real research data, scans, and backtests over HTTP. Keys are SHA-256 hashed (plaintext shown once at creation), capped at 10 active per account, and can be revoked anytime.

Can I connect my brokerage account?

Yes — read-only brokerage sync is available from the Starter plan up, via SnapTrade, which supports Robinhood, Schwab, Fidelity, Interactive Brokers, Webull, E*TRADE, Coinbase, and most other major US brokers. Each brokerage account becomes a Dexter portfolio with auto-named holdings that refresh daily and on broker webhooks. Starter includes 1 connection, Pro up to 3, and Team unlimited. On Pro and Team you can also place live trades — equity and single-leg options — through supported brokers (where SnapTrade trading is enabled), or connect an Alpaca account (paper or live), each with a preview before submit. For brokers that don't support trading (e.g. Robinhood), Dexter gives you a guided order handoff: the exact order to place plus a deep link, and you confirm when it's done — it never trades a read-only account on your behalf.

Will Dexter trade on my behalf without my approval?

No. Connecting a brokerage for read-only sync only imports your holdings — it can never place an order. Live trading is opt-in and limited to Pro and Team; the Dexter Desk add-on (available on any plan) only proposes actions and never fires them on its own. Every order shows a preview you must approve before it is submitted, and for brokers that don't support trading Dexter gives you a guided handoff — the exact order plus a deep link — that you place yourself and mark as done. Nothing is executed automatically without your explicit confirmation.

How much does Dexter cost?

Free: Access AAPL, NVDA, and MSFT with 5 AI research queries per day — no credit card required. Starter ($19.99/month or $191.90/year — save 20%): All 17,000+ tickers, 30 queries/day, Deep Dive Stock Reports, Earnings Call Analyzer, Insider Trading Intelligence, Opportunity Scanner, Model Portfolio mirroring (politicians, famous investors, themes), Portfolio Scenario Analysis, Stock Screener, interactive charts, saved research, read-only brokerage sync (1 account via SnapTrade — Robinhood, Schwab, Fidelity, IBKR, Webull, E*TRADE, Coinbase & more), Bring Your Own AI Model, and a personal watchlist. Pro ($49.99/month or $479.90/year — save 20%): Everything in Starter plus unlimited queries, Company Intelligence Dossier, CANSLIM Growth Scorecard, IC-grade Investment Memos, up to 3 brokerage connections, live trading through supported brokers (via SnapTrade) or Alpaca (paper or live) plus a guided order handoff for read-only brokers, Claude Code / MCP API access, price alerts, shareable report links, custom agent templates, white-label branding, and priority support. Team: custom pricing for multi-seat licensing, unlimited brokerages, and shared workspaces. The Dexter Desk AI portfolio manager is an optional $99/month add-on available on any plan. New users get a 7-day Pro free trial (no card required, 5 queries/day).

What tools are included with each plan?

All plans include the core AI research agent with PDF/CSV/Markdown exports. Starter adds Deep Dive Stock Reports (5-section equity research), Earnings Call Analyzer (16,000+ transcripts with sentiment analysis), Insider Trading Intelligence, Opportunity Scanner (daily long/short/calls/puts/bargain candidates across 200+ SP500/NDX names with composite scoring, sentiment, risk flags, and a backtest with ¼-Kelly recommended sizing), Model Portfolios (one-click mirror of politician disclosures, famous investor 13Fs, and themes), Portfolio Scenario Analysis (CSV upload), Stock Screener, interactive charts, saved sessions with one-click re-run, a personal watchlist, read-only brokerage sync (1 account via SnapTrade), and Bring Your Own Key. Pro adds Company Intelligence Dossier, CANSLIM Growth Scorecard, IC-grade Investment Memos, more brokerage connections (up to 3), live trading — equity and single-leg options — through supported brokers via SnapTrade plus Alpaca (paper or live), a guided order handoff for read-only brokers, Claude Code / MCP API access (mint API keys and pull your portfolios, watchlist, scans, and per-ticker analysis from any external AI agent), price alerts, shareable report links, custom agent templates, and white-label branding.

Is there a free trial?

Yes. New free-tier users can start a 7-day Pro free trial with no credit card required. During the trial you get access to all Pro features at 5 queries/day. The trial state is tracked on your account — you can see the days remaining in the header and on the Settings page, and the trial converts to free (not paid) automatically when it ends. You can upgrade at any time before or after the trial.

Can I cancel anytime?

Yes. Plans are month-to-month (or annual if you pick the discounted yearly option) and you can cancel anytime — billing is handled securely through Stripe. After you cancel you keep your paid features until the end of the current billing period, then your account moves to the free tier; your saved research, watchlists, and portfolios stay intact. New subscribers are also covered by the 48-hour refund guarantee.

Is there a refund policy?

Yes. Dexter offers a 48-hour refund guarantee for new subscribers. Refunds are also available for billing errors and significant service downtime. Email contact@dexter-research.com and we'll take care of it.

Yes. Dexter uses secure authentication through Replit (supporting Google, GitHub, and email login). Your research sessions, watchlists, brokerage data, and exports are private and isolated to your account. We do not share your data with third parties, and your queries are not used to train AI models. BYOK API keys, SnapTrade user secrets, Alpaca credentials, and X bearer tokens are all AES-256-GCM encrypted at rest. Sensitive routes (brokerage and trading endpoints) have response-body redaction in server logs so account numbers, balances, and order details never land in logs. Free-tier exports include a Dexter watermark for attribution; Pro exports feature your own company branding.

Does Dexter recommend stocks?

Dexter identifies and ranks research opportunities based on data, scoring models, risk flags, and backtest context — it surfaces ideas for you to investigate, not personalized buy/sell advice. It is designed to support investor research and education, not to provide individualized financial advice. You stay in control of every decision, and nothing is traded without your explicit confirmation.

Is Dexter a financial advisor?

No. Dexter is an AI research tool that provides data-driven analysis for informational purposes only — it is not a registered investment adviser and does not provide personalized financial advice. Always do your own due diligence and consult a qualified financial advisor before making investment decisions.

Dexter — AI-Powered Investment Decision Platform

Dexter is an AI-powered investment decision platform built by Aptitude Consulting Corp. It helps investors find opportunities, validate theses, analyze risk, and monitor portfolios across 17,000+ stock tickers and 30+ cryptocurrencies — using live market data, financial statements, earnings transcripts, technical indicators, insider activity, and sentiment. The Opportunity Scanner surfaces high-conviction ideas; deep research backs them up; and you can act through your own connected broker.

How Dexter Works

Find — The Opportunity Scanner ranks ideas across longs, shorts, calls, puts, and bargains with a composite score, risk flags, and a plain-English thesis — so you start from a shortlist, not a blank ticker box.
Validate — Drill into any idea with cited Deep Dive reports, earnings-call analysis, financial statements, insider activity, and sentiment. Every fact is inline-cited; AI inferences are clearly labeled.
Size — Use backtest context and ¼-Kelly recommended sizing, plus portfolio scenario analysis, to decide how much to commit.
Monitor — Heartbeats and price alerts track your positions and watchlist; the Dexter Desk add-on re-checks each thesis daily (intact, weakening, or broken).
Trade — Route the exact order to your connected broker (Schwab, Fidelity, Webull, E*TRADE, Alpaca), or get a guided handoff with a deep link to execute it yourself.

The Opportunity Scanner

Most research tools make you choose a ticker first. Dexter starts by ranking potential opportunities across long, short, calls, puts, and bargain setups, then lets you drill into the thesis, risk, valuation, sentiment, and earnings-call context for any candidate. Each scan ships with a multi-lookback backtest. Available from the Starter plan up.

Built Around the Investor Workflow

Deep Dive Reports — 5-section equity research covering financial health, growth catalysts, competitive positioning, valuation, and risk assessment.
Earnings Call Analyzer — AI-powered analysis of 16,000+ earnings call transcripts with sentiment detection and key metric extraction.
Company Intelligence Dossier — Multi-section due diligence with moat analysis, management assessment, and risk matrix.
Portfolio Scenario Analysis — Upload portfolios via CSV for stress testing and rebalancing recommendations.
Stock Screener — Filter and rank equities by fundamental and technical criteria.

How Dexter compares to research platforms

Seeking Alpha emphasizes community research and ratings; Fiscal.ai (formerly FinChat) emphasizes financial data and AI-assisted company research; Koyfin emphasizes dashboards, screening, and analytics. Dexter emphasizes an end-to-end AI workflow: opportunity discovery, cited research, scoring, backtesting, portfolio analysis, and broker-connected action. (Competitor capabilities and pricing change; details reflect our understanding as of June 2026.)

Dexter vs. Traditional LLMs

Capability	Traditional LLMs	Dexter Research
Live financial data	No — training cutoff	Yes — live data from Financial Datasets, Yahoo Finance, CoinGecko
Source citations	Often fabricated	Every fact inline-cited with source and timestamp
Multi-step research	Single prompt/response	Autonomous agent — plans, retrieves, cross-references
Earnings call analysis	Manual transcript pasting	16,000+ transcripts with sentiment analysis
Institutional-grade reports	Generic summaries	5-section Deep Dive with valuation and price targets
Portfolio stress testing	Not supported	CSV import, scenario analysis, rebalancing
Audit trail	No trace	Full research trace export
Technical indicators	No price feeds	RSI, MACD, SMA, Bollinger Bands, VWAP
Branded reports	Copy-paste only	White-label PDF, CSV, Markdown, shareable links

Pricing

Free: AAPL, NVDA, MSFT stocks and BTC, ETH, SOL crypto — 5 queries/day. No credit card required.

Starter ($19.99/mo): All 17,000+ tickers and all crypto, 30 queries/day, Deep Dive reports, Earnings analysis, Insider Trading Intelligence, Opportunity Scanner with backtest, Model Portfolios (politicians, 13Fs, themes), Portfolio Scenario Analysis, Stock Screener, and the option to bring your own AI model (BYOK).

Pro ($49.99/mo): Unlimited queries, Company Dossier, CANSLIM Growth Scorecard, IC-grade Investment Memos, SnapTrade brokerage imports, Alpaca paper/live trading, Claude Code / MCP API access, AWS Bedrock integration, price alerts, white-label branding, shareable links, custom templates.

Built on Open Source

Dexter's research engine is open source with 20,000+ GitHub stars and 2,400+ forks. The hosted platform builds the full investment workflow on top — premium data feeds, the Opportunity Scanner, BYOK, connected-brokerage trade execution, automated AI portfolio management, and team features — with managed infrastructure and zero setup.