ONESHEET ENTERPRISE
Turning noise into conviction
— built for your investment team.
Combine deep fundamental research with locally-run AI to optimize portfolio management securely.
| All-in-One, Customized for Your Firm
Build on top of our infrastructure. Customized to your team's size and needs.
Equity Research
Standardize your team’s research with data-driven insights.
Portfolio Management
Consolidate client accounts with brokerage integrations.
Report & Forecast
Access real-time performance reports and predictive analytics.
ONE AI | LOCAL INTELLIGENCE
Your proprietary data, combined with our financial engine
Use your favorite LLM locally.
Run advanced intelligence without ever compromising client confidentiality.
ONE AI (Runs locally)
Great investments start with great insight. Get started TODAY.
OR TRY ONESHEET PRO FOR FREE
ONESHEET ENTERPRISE
Turning noise into conviction
— built for your investment team.
Combine deep fundamental research with locally-run AI to optimize portfolio management securely.
| All-in-One, Customized for Your Firm
Build on top of our infrastructure. Customized to your team's size and needs.
Equity Research
Standardize your team’s research with data-driven insights.
Portfolio Management
Consolidate client accounts with brokerage integrations.
Report & Forecast
Access real-time performance reports and predictive analytics.
ONE AI | LOCAL INTELLIGENCE
Your proprietary data, combined with our financial engine
Use your favorite LLM locally.
Run advanced intelligence without ever compromising client confidentiality.
ONE AI (Runs locally)
ONE AI (Runs locally)
| How It Works
Screen. Analyze. Execute.
And more…
Advanced KPIs
White-Labeled
No more Excel
Plug-and-Play Widget
Seamlessly embed Onesheet’s valuation engine, radar watchlists,…
real world, real results
Building the future of InvesTech
Photo taken by @Darren Liao, Alberta Lead at Fintech Cadence
"Onesheet’s solutions are intuitive without compromising on advanced features. We easily embedded their technology to modernize our current stack."
Leonardo Bonetti , Principal
“Once we rolled out Paramount, teams started reaching out on their own. Support became faster, clearer, and easier to work with, and word spread quickly across the company.”
Cardinal Point
jordan, cmo
“We didn’t need a big rollout to prove value. People noticed faster responses and fewer handoffs, and suddenly everyone wanted to be part of it.”
Prime Meridian
Marcus, founder
| Pricing
Let's build a solution
that scales with your firm.
PRO TRIAL
FREE
Includes:
10+ Years of Financial History + KPIs
Worldwide Data Coverage
1 Month Free
Built for Retail Investor
Enterprise
Custom
Includes:
Everything in PRO
Built for Advisor & Entreprise
Enterprise-Grade Security & Local LLM Deployment
Custom Infrastructure, API & Widgets
Export Data
White-label & Priority Support
Great investments start with great insight. Get started TODAY.
OR TRY ONESHEET PRO FOR FREE