One research terminal for fundamentals, filings, macro, rates, liquidity, commodities, currencies, ETFs, earnings, portfolios, baskets, charting, AI workflows, and alerts.
Mosaic ties dashboard, portfolios, equities, macro, research, baskets, and charting into one workflow for independent investors.
A home base for the market: portfolio context, key watch areas, and links into the research surfaces that matter now.
Track holdings, performance, allocation, country exposure, sector attribution, factor risk, correlations, and basket overlap.
Companies, ETFs, and earnings with fundamentals, ratios, SEC filings, revenue segments, ownership, estimates, charts, and notes.
Rates, commodities, currencies, and 260+ economic indicators across growth, inflation, labor, energy, trade, and monetary policy.
Market regime, liquidity, rates monitor, weekly scorecards, sector attribution, dollar impact, vol structure, dispersion, and Mag7 rotation.
Build thematic baskets, compare benchmarks, create custom charts, save research context, and monitor alerts from the same workflow.
Feature coverage across popular tools investors already pay for.
| Feature | Mosaic$0–100/mo | Bloomberg Terminal$24,000/yr | Koyfin$468/yr | Yahoo Finance+$350/yr | TradingView$180–720/yr |
|---|---|---|---|---|---|
| Company fundamentals & filings | |||||
| ETFs & earnings calendar | |||||
| Market regime model | |||||
| 260+ Economic Indicators | |||||
| Multi-asset portfolio tracking | |||||
| AI research assistant | |||||
| Custom thematic baskets | |||||
| Liquidity & Fed plumbing | |||||
| Rates, currencies, commodities | |||||
| Cross-asset research screens | |||||
| Research notes & saved context | |||||
| Smart alerts | |||||
| Interactive Charting | |||||
| Under $100/mo |
Most tools force you to jump between quotes, filings, macro charts, and broker exports. Mosaic connects them so you can answer: what changed, why it matters, and what it does to what you own.
Start with the market backdrop: trend, volatility, credit, rates, liquidity, dollar pressure, and risk appetite. Then decide which companies, baskets, or asset classes deserve attention.
Fed balance sheet, reverse repo, TGA, SOFR, net liquidity, Treasury yields, inflation, labor, energy, FX, and credit all live beside company and portfolio data.
Screen, chart, save notes, build baskets, track portfolios, ask AI, and set alerts from the same underlying data. Less context switching, more repeatable process.
Mosaic covers the research loop end to end: discover opportunities, understand the macro backdrop, compare assets, monitor exposure, track earnings, and revisit your thesis with notes and alerts.
Start with your dashboard, portfolios, companies, ETFs, macro, baskets, charts, or AI-assisted research.