SEC & market data
Financial ratios, quarterly metrics, stock prices, analyst estimates, and peer benchmarks from live market feeds.
OmaX AI · Financial intelligence
Analyze filings, forecasts, and uploads in one workspace
Upload Excel, PDF, and Word files. Ask grounded questions about public companies, run valuations, and export forecast workbooks — with your context saved across sessions.
50+Financial tools
SECFilings & market data
OCRPDF & image ingestion
Capabilities
Real financial tools, not just chat
Every answer is backed by live data, uploaded files, and 50+ analysis tools — from DCF models to exported Excel workbooks.
SEC filing intelligence
Search 10-K and 10-Q filings, pull MD&A and risk-factor excerpts, and compare disclosures across periods.
Valuation models
Run DCF, comps, LBO, and dividend-discount models — plus Monte Carlo, sensitivity tables, and football-field summaries.
Statistical forecasting
ETS projections for revenue, net income, and free cash flow with 95% confidence bands, MAPE backtests, and scenario analysis.
Document & Excel ingestion
Upload spreadsheets, PDFs, Word files, and scanned images with OCR — then reconcile statements and export forecast workbooks.
Product & inventory analytics
Forecast SKU-level sales, rank product mix, plan replenishment, and export product forecast templates from uploaded catalogs.
Sessions & company context
Pin ticker and company context per chat, persist uploads to your profile, and resume analysis across devices after sign-in.
Web research & feasibility
Search the web for market facts and regulations, fetch URLs on demand, and generate feasibility studies with NPV, IRR, and GO/NO-GO verdicts.
About
Built for finance teams who need answers they can trust
OmaX AI is a self-hosted financial intelligence platform — not a generic chatbot. It routes every question to specialized tools: SEC filings, market data, valuation models, statistical forecasts, document OCR, and Excel import/export. Every figure traces back to a source you can verify.
Whether you are analyzing a public ticker, reviewing a private P&L, or exporting a forecast workbook, OmaX keeps your company context, uploads, and chat history in one workspace — across sessions and devices after sign-in.
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