Why Financial Modeling Lab?
A complete quantitative investment toolkit — from factor screening to portfolio construction
Macro & Sector Analysis
Classify market regimes, track macro trends, and analyze sector rotation for big-picture investment context.
Quant Factor Screening
Screen and rank equities using composite factor scores — value, quality, and momentum.
Financial Modeling
Build integrated financial models — revenue drivers, 3-statement linkage, cash flow, and rolling forecasts.
Predictive Analytics
Apply ML models to forecast prices, estimate earnings surprises, and detect bankruptcy risk.
Risk & Portfolio Strategy
Manage portfolio risk through correlation analysis, VaR, drawdown metrics, and Black-Litterman optimization.
| Regime | Prob. | VIX | Signal |
|---|---|---|---|
| Bull Market | 62% | 14.2 | Risk-On |
| Sideways | 23% | 18.7 | Neutral |
| Bear Market | 10% | 28.4 | Risk-Off |
| Crisis | 5% | 42.1 | Hedge |
Macro & Sector Analysis
- Market regime classification (bull/bear/crisis)
- Macro variable trend tracking
- VIX-based risk-on/off index
- Sector relative strength
- Macro–stock correlation analysis
No CSV? Pull Live Data
from Yahoo Finance
Don't have a spreadsheet ready? Just enter ticker symbols and select a date range — Financial Modeling Lab fetches real-time price, volume, and fundamental data directly from Yahoo Finance and feeds it straight into any analysis.
- OHLCV price history, financials, and key ratios
- Sync multiple tickers at once — multi-stock comparison ready
- Instantly available in every analysis without any formatting
- Works alongside CSV upload — mix sources freely
How It Works
From raw data to institutional-quality analysis in 5 steps
Choose Analysis
Select from 8 phases and 40+ analysis types
Upload Data
CSV or Excel — auto column detection
Configure
Map columns and set parameters
Get Insights
Charts, scores, and AI-generated interpretation
Export
Download results as CSV or PNG
8 Investment Phases
40+ analyses organized by investment workflow — from macro to portfolio risk
Macro & Sector
5 analyses
Quant Screening
6 analyses
Financial Modeling
7 analyses
Profitability
4 analyses
Predictive Analytics
8 analyses
Valuation & Investment
5 analyses
Technical Timing
7 analyses
Risk & Strategy
9 analyses
What You Get
Every analysis delivers charts, metrics, and AI-generated interpretation
Interactive Charts
Publication-quality visualizations — bar charts, scatter plots, heatmaps, radar, and candlestick charts.
- Recharts-powered visuals
- Hover tooltips with detail
- Configurable parameters
AI Interpretation
Auto-generated insights section explains what the results mean and what action to consider.
- Plain-language summary
- Observation-by-observation breakdown
- Investment implications
Export & Report
Download results as structured CSV data or high-resolution PNG for presentations.
- CSV with all computed metrics
- PNG chart export (2× resolution)
- Raw data download
Ready to Analyze Your Portfolio?
Upload a CSV and run your first analysis in minutes — no setup, no coding.