ONESHEET PRO | ENTERPRISE

Turning noise into conviction
— built for your investment team.

Combine deep fundamental research with locally-run AI to optimize portfolio management securely.

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| All-in-One, Customized for Your Firm

Build on top of our infrastructure. Customized to your team's size and needs.

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Equity Research

Standardize your team’s research with data-driven insights.

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Portfolio Management

Consolidate client accounts with brokerage integrations.

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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 (Claude Opus 4.6) — Runs locally

| How It Works

Screen. Analyze. Execute.
And more…

Advanced KPIs

White-Labeled

No more Excel

Macro Focus

Seamlessly embed Onesheet’s valuation engine, radar watchlists,…

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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

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
“Paramount helped us bring structure to our support workflows without slowing anyone down. Within weeks, other teams wanted access after seeing how much smoother things ran.”
Summit Forge
sofia, cx-head

| Pricing

Let's build a solution
that scales with your firm.

PRO TRIAL

FREE

Includes:

10+ Years of Financial History + KPI

Worldwide Data Coverage

1 Month Free

Build for Retail Investor

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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

DEMO

Great investments start with great insight. Get started TODAY.

Let's talk

OR TRY ONESHEET PRO FOR FREE

Build on top of our infrastructure. Customized to your team's size and needs.

Equity Research

Portfolio Management

Report & Forecast

Your proprietary data, combined with our financial engine

Use your favorite LLM locally.

Screen. Analyze. Execute.And more…

Advanced KPIs

White-Labeled

No more Excel

Macro Focus

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."

“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

“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

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."

“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

“Paramount helped us bring structure to our support workflows without slowing anyone down. Within weeks, other teams wanted access after seeing how much smoother things ran.”

Summit Forge

Let's build a solution that scales with your firm.

Great investments start with great insight. Get started TODAY.

Screen. Analyze. Execute.
And more…

Let's build a solution
that scales with your firm.