A full ETF research workflow, inside your chat
Grouped by the job to be done — find the right ETFs, evaluate them with transparent scoring, and track them over time.
Find ETFs
Start from a curated universe and narrow to the funds worth your attention.

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.
Evaluate them
Two independent, inspectable scores plus fundamentals and charts on any ticker.

Suitability score (0–100)
A transparent score built from eight inspectable components — liquidity, AUM, cost, diversification, transparency, tracking, momentum, and role clarity.

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.

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

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.
Track them
Keep what you hold and what you're watching anchored to the analysis.

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.
Institutional-grade ETF analysis, inside your AI assistant.
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.