AI-native ETF research

Your AI assistant just became an ETF analyst.

Connect Phenomen to Claude or ChatGPT and get institutional-grade ETF screening, scoring, and charts — on demand, in plain language, with a methodology you can inspect.

Get accessSee how it works
  • Works with Claude & ChatGPT
  • Read-only
  • No brokerage login required
A Phenomen ETF suitability card rendered inside an AI chat, showing a 0–100 score with its component breakdown

DIY ETF research is scattered, shallow, and slow — and generic AI will happily make things up. Phenomen gives your assistant a disciplined, transparent process instead.

How it works

Three steps to your first analysis

  1. 1

    Register and start your trial

    Create an account and get your Phenomen connection. No credit card, no brokerage login.

  2. 2

    Add Phenomen to your AI client

    Paste one MCP server URL into Claude or ChatGPT. A one-time setup that takes a minute.

  3. 3

    Ask for any ETF analysis

    Request screening, scores, charts, or portfolio checks in plain language — answers come back as interactive cards.

See the full connect flow →
What you get

A research desk in your chat

Screening, two independent 0–100 scores, fundamentals, charts, and portfolio tracking — every answer rendered as an interactive card.

Phenomen ETF screener widget showing a filterable, sortable table of ETFs

ETF screening & recommendations

Filter a curated universe by asset class, region, AUM, dollar volume, and expense ratio — then surface top-ranked ETFs blended from suitability and technical scores.

Phenomen suitability card showing a 0–100 score with an eight-component breakdown

Suitability score (0–100)

A transparent score built from eight inspectable components — liquidity, AUM, cost, diversification, transparency, tracking, momentum, and role clarity.

Phenomen end-of-day table showing daily OHLC prices, volume, and technical indicators for an ETF

Technical score (0–100)

A separate read on trend direction, trend strength, momentum, relative strength, timing, and risk state — backed by daily indicators like RSI, SMA, MACD, and volatility.

Phenomen fundamentals card showing issuer, AUM, expense ratio, classification, and top holdings for SPY

Fundamentals card

Issuer, AUM, expense ratio, dividend yield, classification, and top-ten holdings — plus clear flags for leveraged, inverse, and ETN structures.

Phenomen interactive candlestick chart with moving-average overlays and volume histogram

Interactive candlestick charts

OHLC candles with SMA 20/50/200 overlays and a volume histogram, over the window you choose — rendered right inside the chat.

Phenomen positions manager showing saved ETF positions with side, entry price, and allocation

Portfolio & watchlist tracking

Keep positions and a watchlist inside your AI client — entry price, allocation, and notes — so analysis stays anchored to what you actually hold.

Explore all features →
Why it's trustworthy

Every score is inspectable

Suitability is built from eight components; the technical score from six. You can see exactly why an ETF scored the way it did — no black box, no vibes.

Read the methodology →
  • Liquidity
  • AUM
  • Cost
  • Diversification
  • Transparency
  • Tracking
  • Momentum
  • Role clarity

Read-only. No brokerage credentials. No trades placed.

Your analysis, your control.

How we keep it safe
Pricing

Start free for 14 days

Full access to screening, scoring, charts, and portfolio tracking. No credit card required. Cancel anytime.

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Built for the AI clients you already use

Claude•ChatGPT•MCP-compatible clients
FAQ

Questions, answered

What is MCP, and do I need to understand it?
MCP (Model Context Protocol) is the open standard that lets your AI assistant talk to tools like Phenomen. You don't need to understand the plumbing — you paste one server URL into Claude or ChatGPT once, and from then on you just ask questions in plain language.
Is this giving me investment advice?
No. Phenomen is an analysis and education tool. It gives you data, transparent scores, and charts to inform your own decisions — it does not tell a specific person to buy or sell a specific security. Consult a licensed professional before making investment decisions.
Is it safe? Do I have to hand over brokerage logins?
No brokerage login, ever. Phenomen is read-only market analysis: no brokerage credentials, no order placement. Access is a standard account with a token you can revoke.
Which AI clients does it work with?
Claude (desktop and web) and ChatGPT, plus other MCP-compatible clients. Setup is a one-time paste of the server URL.
How are the scores calculated?
Every ETF gets two independent 0–100 scores each day: a suitability score from eight inspectable components and a technical score from six. You can see exactly which components drove a score — no black box. See the methodology page for the full breakdown.
Is it just another AI that makes things up?
The numbers don't come from the language model. Scores and charts are computed nightly from licensed market data (EODHD) stored in our own database. The AI is the interface; the analysis is deterministic and inspectable.
What does it cost, and can I try it?
There's a 14-day free trial — no credit card required. See pricing for plan details, and cancel any time.
Which ETFs are covered?
US-listed ETFs, organized into four universes (Core, Sector-Style, Thematic, Research-Only). You can also analyze any ticker on demand — including leveraged, inverse, and ETN structures — with clear risk explanations.

Institutional-grade ETF analysis, inside your AI assistant.

Get accessSee how it works

Phenomen provides data, analysis, and educational tools for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. ETF investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Consult a licensed financial professional before making investment decisions. Full disclaimer.