# Fundstrat

> Evidence-based research

Fundstrat provides independent, evidence-based market research and digital asset strategy to institutional investors, RIAs, and individual investors.

Fundstrat is a financial research firm that analyzes equities, macroeconomics, and digital assets to help institutions, wealth advisors, and individual investors make informed decisions. Users access macro strategy, technical analysis, portfolio modeling, quantitative research, U.S. policy analysis, and digital asset strategy through a subscription platform, webinars, and AI-powered tools. The firm operates independently and does not conduct investment banking or manage investment funds.

- Type: Company
- Sector: Data & Analytics
- Status: Active
- Founded: 2014-01-01
- Profile: https://thegrid.id/profiles/fundstrat

## Products

- [Fundstrat Research](https://thegrid.id/profiles/fundstrat): Fundstrat Research is a subscription-based market analysis platform that publishes macro, technical, portfolio, quantitative, U.S. policy, and digital asset strategy. It delivers intraday flash insights, daily analyst videos, annotated charts, stock lists, and sector recommendations through a client portal with a research library, data center, and charting tools. The service also includes webinars, direct analyst calls, and co-branded reporting options. (News & Media, Live, Main Product)
- [Fundstrat AI](https://thegrid.id/profiles/fundstrat): Fundstrat AI is an AI-powered platform for registered investment advisors that generates charts, chartbooks, and market commentary through automated research agents. It supports natural language chart creation, white-label branding, and scheduled report delivery. Specialized bots produce daily market wraps, technical levels, and sector intelligence from Fundstrat's proprietary databases. (AI Agent Platform, Live)

## Links

- [Main](https://fundstrat.com)
- [Privacy policy](https://fundstrat.com/privacy-policy)
- [Terms of Service](https://fundstrat.com/terms-conditions)
- [LinkedIn](https://linkedin.com/company/fundstrat-global-advisors)
- [Twitter / X](https://x.com/fundstratdirect)
- [Twitter / X](https://x.com/FundstratCap)
- [LinkedIn](https://www.linkedin.com/company/fundstrat-direct)

## Legal

This data is provided under two licensing models.

Model 1 - open data. The open data core is licensed under the Open Database License (ODbL) — a copyleft/share-alike license allowing free use, modification, and sharing for any purpose. Attribution is required: include "Powered by The Grid" linking to https://thegrid.id wherever the data is used. Derivative databases must be shared under ODbL terms. Trademarks, logos, and brand names (marked "Special TPIP") are not covered by the ODbL. For ML/AI use: training datasets that substantially extract ODbL data are Derivative Databases and must be shared under ODbL if publicly used; models must be attributed in documentation.

Model 2 - commercial licenses. The Grid Data Service (TGDS) is also available as a commercial license. See [Web Services Terms](https://about.thegrid.id/legal/web-services-terms) for commercial use that is not covered by the open data service.

The following applies to both licensing models.
- All data is provided AS IS with no guarantees of accuracy.
- The Grid does not provide investment, legal, or tax advice, and
- a project's presence in The Grid's data does not imply endorsement.


- [Data Licensing & Disclaimers](https://about.thegrid.id/legal/data-licensing-and-disclaimers): Licensing models and disclaimers
- [Open Data (ODbL)](https://about.thegrid.id/legal/open-data): Open Database License terms and scope for The Grid's open data service.
- [Attribution Guidelines](https://about.thegrid.id/legal/open-data-attribution-guidelines): How to attribute The Grid's data when using the open data service.
- [Web Services Terms](https://about.thegrid.id/legal/web-services-terms): commercial Terms for using data services.
- [All Legal Documents](https://about.thegrid.id/legal): Full index of terms, policies, and disclosures

## Optional

- [TGS Field Descriptions](https://github.com/The-Grid-Data/workspace-public/blob/main/references/tgs-field-descriptions.md): Schema field definitions for The Grid's data model
- [TGS JSON Structure](https://github.com/The-Grid-Data/workspace-public/blob/main/references/tgs-json-structure.md): Data model structure and relationships
- [Product Type Definitions](https://github.com/The-Grid-Data/workspace-public/blob/main/references/product-type-definitions.md): Definitions for each product type
- [Product Type Classification](https://github.com/The-Grid-Data/workspace-public/blob/main/references/product-type-classification.md): Guide for classifying products into types
- [Grid MCP Guide](https://github.com/The-Grid-Data/workspace-public/blob/main/grid-search/skills/grid-query/references/grid-mcp-guide.md): How to query The Grid programmatically via MCP