> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# For finance

> Financial modeling, market data analysis, and portfolio management.

Sourcetable combines spreadsheet-grade financial modeling with AI-powered market analysis and 11 specialized financial AI tools.

## Example workflows

| Task | How to do it |
| - | - |
| Financial modeling | Build DCF, LBO, or three-statement models with formula assistance |
| Market research | "Analyze AAPL's fundamentals — revenue growth, margins, and valuation ratios" |
| Portfolio optimization | "Build an optimized portfolio from these 20 stocks maximizing Sharpe ratio" |
| Risk assessment | "Run a Monte Carlo simulation on this portfolio with 10,000 scenarios" |
| Earnings analysis | "Compare this quarter's earnings to analyst estimates across the sector" |
| Budget tracking | Connect accounting data and ask "Show budget vs. actual for each department" |

## Key features for finance

* **[Financial analysis](https://sourcetable.com/docs/quant/overview.md)** — 11 AI analyst tools (fundamental, technical, sentiment, macro)
* **[Trading](https://sourcetable.com/docs/trading/overview.md)** — Execute trades through Robinhood integration
* **[Forecasting](https://sourcetable.com/docs/data-science/forecasting.md)** — ARIMA, exponential smoothing, ML-based forecasts
* **[Formulas](https://sourcetable.com/docs/spreadsheet/formulas.md)** — Full Excel formula compatibility for financial models
* **[Connectors](https://sourcetable.com/docs/connectors/overview.md)** — Connect to QuickBooks, Xero, Stripe, and more


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