The problem
Fundamental data is fragmented and hard for retail investors to interpret quickly.
What FundaBot does
FundaBot builds concise company health reports with transparent metric definitions.
How it works
Three steps to hand off the work.
- 1
Connect
Link your existing tools and map the data the bot needs.
- 2
Configure
Set rules, approvals and limits with your domain team: no coding.
- 3
Run & review
The bot works continuously with auditable output and human override.
Made for
- Long-term investors
- Research learners
Control & compliance
Decision support only: the user reviews every output and controls every execution, with an audit-friendly record.
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Learn more →Want to see it on your own workflow?
Book a free demo. We set it up, migrate your data and support your team.