KlickAnalytics
KlickAnalytics is a multi-asset global markets analytics platform founded in 2019 by an ex-Bloomberg team. It provides stocks, ETFs, commodities, FX, and crypto data with AI-powered research, backtesting, and quant tools for retail investors, financial advisors, and trading desks.
- Company typePrivate
- Founded2019
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingSoftware
What KlickAnalytics does
KlickAnalytics is a multi-asset global markets analytics platform founded in 2019 by an ex-Bloomberg team. The platform delivers data and analytics across stocks, ETFs, mutual funds, commodities, FX, crypto, and economic indicators sourced from 40+ global exchanges, and is accessible via web, API, CLI, and MCP integration. Core capabilities include AI Agents, AI Chat (with RAG-based Filings AI), a Backtest Lab, Quant Tools including Black-Scholes, and machine learning feature engineering, all hosted on Akamai/Linode infrastructure.
The platform serves three customer segments — retail investors, financial advisors, and trading desks — through a four-tier subscription model: Free, Terminal ($99/month), Advisor ($149/month), and Pro ($500/month). Headcount is 1-10 employees, the company is privately held, and it is operationally based in New York with legal incorporation in New Jersey. Languages supported are advertised at 60+ though most are marked 'Soon'.
Revenue mechanics rely on tiered SaaS subscriptions with usage-gated AI credits (25-10,000 per month). No external funding rounds have been disclosed, no named enterprise customers have been published, and revenue is not publicly reported. The product surface has expanded recently through Earnings Call Transcripts, Automated Data News, DCF values, and a Fundamental Ratings System, suggesting active self-funded product investment rather than scaled go-to-market.
KlickAnalytics firmographics
Firmographics- Name
- KlickAnalytics
- Legal name
- KlickAnalytics LLC
- Website
- https://klickanalytics.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- KlickAnalytics is a multi-asset global markets analytics platform founded in 2019 by an ex-Bloomberg team. It provides stocks, ETFs, commodities, FX, and crypto data with AI-powered research, backtesting, and quant tools for retail investors, financial advisors, and trading desks.
- Ownership category
- akta.pro rank
KlickAnalytics industry classification
Industry- Product category
- Financial Market Analytics Software
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Quant Research & Systematic Strategies (FSACAGAF)
- akta.pro secondary industries
- Pricing & Valuation Services (Fixed Income, OTC, Derivatives) (FSAFAIAF), Quant Equity Long/Short (Equity Stat Arb / Factor / ML) (FSAHAAAB)
Keywords
Where KlickAnalytics is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
KlickAnalytics business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure
Revenue model
- Subscription - Terminal Tier: Monthly or annual subscription at $99/month providing real-time quotes, charts, screeners, watchlists, news feeds, calendars, crypto/FX/commodities/ETF data, analyst recommendations, AI agents & chat (1,500 credits/month), earnings transcripts, ML tools, backtest lab, custom formulas, quant tools, institutional holdings, and priority API/CLI access.
- Subscription - Advisor Tier: Monthly subscription at $149/month including everything in Terminal plus client portfolio management, model portfolios, rebalance/fee proposals, branded PDF reports, portfolio snapshots, and 3,000 AI credits/month for report generation at scale. Targets financial advisors managing client accounts.
- Subscription - Pro Tier: Monthly subscription at $500/month including everything in Advisor plus team sharing & collaboration, live market pulse streaming, real-time analytics tables, trading journal, advanced portfolio analytics, theme-based indices, long-running AI automations, and 10,000 AI credits/month. Targets trading desks and professional teams.
- Free Tier: Limited free access providing 25 AI credits/month to try AI features, community support, and basic research capabilities. Serves as acquisition and conversion funnel for paid tiers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free - Basic access with limited AI credits |
| Subscription | Monthly | Terminal - Research & analytics for serious investors |
| Subscription | Monthly | Advisor - Terminal plus client management suite |
| Subscription | Monthly | Pro - Full trading-desk OS for firms & teams |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
KlickAnalytics product offering
Product offeringCore offering
KlickAnalytics provides a multi-asset global financial market analytics platform covering stocks, ETFs, mutual funds, commodities, FX, crypto, and economic indicators with real-time data, AI-powered research agents, backtesting, custom formulas, quant tools, and machine learning capabilities. The platform is offered through a freemium model and three paid subscription tiers (Terminal at $99/month, Advisor at $149/month for financial advisors, and Pro at $500/month for trading desks) and includes priority API and CLI access.
Product overview
KlickAnalytics is a multi-asset, global markets analytics platform offered as a unified platform with tiered subscription plans. The core offering is the Terminal plan ($99/month), which provides research, analysis, and automation powered by AI across stocks, funds, ETFs, commodities, FX, crypto, and economic data. The Advisor plan ($149/month) adds client portfolio management, model portfolios, proposals, and branded PDF reports for financial advisors. The Pro plan ($500/month) extends to a full trading-desk OS with team collaboration, Market Pulse streaming data, real-time analytics tables, Trading Journal, and theme-based indices. Key named modules include AI Agents (autonomous research agents), AI Chat (natural language queries), Earnings Call Transcripts (AI-powered chat and summaries), Machine Learning (linear regression, feature engineering), Backtest Lab (strategy testing), Custom Formulas and Formula Scanner (user-defined rules), Quant Tools (volatility, Black-Scholes, spreads), Market Events (event-driven analysis), and Institutional Holdings data. The platform includes Priority API and CLI access with MCP (Model Context Protocol) support across paid tiers.
Differentiator
Problem solved
Functional benefit
Products and services
- KlickAnalytics Platform Multi-asset global markets analytics platform for active investors, financial advisors, and trading desks, available as a freemium and subscription-based SaaS offering across 40+ exchanges worldwide.
- AI Agents Autonomous AI research agents that analyze SEC filings, earnings calls, Fed speeches, and 10-K reports through multi-step research tasks, with monitoring via an AI Tasks dashboard.
- AI Chat Conversational AI interface that allows users to ask natural-language questions across market data, SEC filings, earnings calls, and research, consuming one AI credit per chat message.
- Backtest Lab Rules-based strategy tester with overlays and equity curves for backtesting trading strategies against historical market data across the instrument universe.
- Custom Formulas & Formula Scanner Tool for building user-defined financial formulas and scanning the full instrument universe to identify opportunities matching custom criteria and rules.
- Quant Tools Quantitative analysis toolkit offering volatility estimation (ATR), Black-Scholes options pricing, spreads and ratio calculations across the instrument universe.
- Machine Learning Toolkit Machine learning toolkit including linear regression, feature engineering, and data file exports for custom predictive model development and analysis.
- Earnings Call Transcripts Current and historical earnings call transcripts with AI-powered chat and summarization for deep analysis of company performance.
- Theme-based Indices Thematic basket indices across the investment universe organized by categories such as AI & Semiconductors, Power & Infrastructure, Defense & Aerospace, Fintech, Crypto & Digital Assets, and Clean Energy & Mobility.
- Market Events Event-driven price reaction analysis showing how securities respond to earnings announcements, dividends, splits, and other corporate or macro events.
- Institutional Holdings Data Institutional ownership data showing allocations, top holdings by institution, and holdings broken down by company for tracking smart money positions.
- KlickAnalytics API and CLI Developer-facing API and command-line interface with Model Context Protocol (MCP) support enabling programmatic access, automation, and integration with the KlickAnalytics platform.
- Market Pulse Live, streaming market tape showing real-time market activity available on the Pro tier for firms and teams.
- Trading Journal Trade logging tool that allows users to record trades, strategies, and performance for personal tracking and analysis.
- Client Portfolios & Model Portfolios Client portfolio management module enabling advisors to manage every client's accounts and holdings in one book, build model portfolios, and assign them across multiple client accounts.
- Branded PDF Reports Client-ready PDF reports including performance, allocation, and risk reports with advisor branding customization, available on the Advisor tier.
Companies that use KlickAnalytics
Customer profileSegments4 records
Ideal customer profiles4 records
KlickAnalytics technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature10 records
KlickAnalytics partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Akamai (Linode)coreAkamai's Linode cloud infrastructure powers KlickAnalytics' distributed computing platform. Linode is becoming 'the world's most distributed compute platform' making it easier for developers and businesses to build, secure, and deploy workloads. This partnership enables global performance and reliability for the analytics platform.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
KlickAnalytics competitors and assessment
Company assessmentDirect peers
- Finviz: Finviz offers stock screeners, heatmaps, and charting targeted at retail and active traders with a focus on US equities. Comparable to KlickAnalytics' screener, heatmap, and equities-focused analytics tools.
- Koyfin: Koyfin is the most direct Bloomberg-alternative for retail investors and wealth managers, offering multi-asset global data, screeners, financials, and AI research at subscription pricing comparable to KlickAnalytics. Both target the same underserved segment of professional-leaning users priced out of Bloomberg.
- StockCharts: StockCharts.com provides charting, technical analysis, and screening for retail investors with subscription tiers. Directly comparable to KlickAnalytics on charting, screening, and technical analytics for the retail/active trader segment.
- TradingView: TradingView is the leading retail charting and multi-asset analytics platform with global coverage, screeners, scripting (Pine), and a freemium tier. Overlaps directly with KlickAnalytics' Terminal tier on charting, screening, and multi-asset analytics for retail and active traders.
- Seeking Alpha: Seeking Alpha offers investment research, quant ratings, screeners, and AI-powered analysis via subscription tiers. Overlaps with KlickAnalytics on AI-driven research, quant ratings, and premium subscription model targeting self-directed investors.
Broad incumbents
- Bloomberg Terminal: Bloomberg Terminal is the institutional gold standard that KlickAnalytics explicitly positions against. While serving the same analytics use case across multi-asset global markets, Bloomberg's $24,000+/year pricing and institutional focus place it firmly in the broad incumbent category.
- Yahoo Finance: Yahoo Finance provides broad retail financial data, news, screeners, and basic analytics for free with a Premium tier. Overlaps with KlickAnalytics' lower-tier offering on retail multi-asset data and screeners, but lacks the AI research and quant depth of paid analytics platforms.
- FactSet: FactSet is an enterprise financial data and analytics platform serving investment professionals with portfolio analytics, fundamentals, and market data. Comparable to KlickAnalytics' Pro tier feature set, but at enterprise scale and pricing.
- Morningstar Direct: Morningstar Direct provides investment research, portfolio analytics, and data for advisors and institutions. Overlaps with KlickAnalytics' Advisor tier on portfolio management, model portfolios, and advisor reporting workflows.
Emerging players
- TIKR: TIKR is an emerging financial data platform offering global equities, screeners, financials, and AI-powered research with comparable subscription pricing to KlickAnalytics' Terminal tier. Represents a younger, similarly-priced competitor targeting retail and prosumer investors.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
KlickAnalytics social profiles
Digital presenceKlickAnalytics financial estimates
Financial estimateRevenue estimate
Valuation estimate
KlickAnalytics leadership team
Management profileNumber of profiles
Profiles1 record
KlickAnalytics funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
KlickAnalytics M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about KlickAnalytics
What does KlickAnalytics do?
KlickAnalytics provides a multi-asset global financial market analytics platform covering stocks, ETFs, mutual funds, commodities, FX, crypto, and economic indicators with real-time data, AI-powered research agents, backtesting, custom formulas, quant tools, and machine learning capabilities. The platform is offered through a freemium model and three paid subscription tiers (Terminal at $99/month, Advisor at $149/month for financial advisors, and Pro at $500/month for trading desks) and includes priority API and CLI access.
Is KlickAnalytics a public or private company?
KlickAnalytics is a private company. It is classified as venture growth investor backed and is currently operating.
When was KlickAnalytics founded?
KlickAnalytics was founded in 2019. It employs 1 to 10 people.
Where is KlickAnalytics based?
KlickAnalytics is headquartered in New York, United States, in the North America region.
How does KlickAnalytics make money?
Four revenue lines are on record. Subscription - Terminal Tier is the primary driver. The others are subscription - Advisor Tier, subscription - Pro Tier and free Tier.
Who are KlickAnalytics's main competitors?
Direct peers on record are Finviz, Koyfin, StockCharts, TradingView and Seeking Alpha. Broad incumbents are Bloomberg Terminal, Yahoo Finance, FactSet and Morningstar Direct. TIKR is listed as an emerging player.
Does KlickAnalytics have an API?
Yes. Priority API and CLI access is included with Terminal, Advisor, and Pro plans. The API enables developers to build or automate integrations with the KlickAnalytics platform. MCP (Model Context Protocol) tool calls are available at no additional credit cost (0 credits per MCP tool call). Developer documentation is at klickanalytics.gitbook.io/docs.
What industry is KlickAnalytics in?
KlickAnalytics's product category is Financial Market Analytics Software. Its primary akta.pro industry code is FSACAGAF, Quant Research & Systematic Strategies, with a secondary code of FSAFAIAF, Pricing & Valuation Services (Fixed Income, OTC, Derivatives). Its NAICS code is 523940 and its SIC code is 6282.