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Dexter

Dexter turns plain-English financial questions into validated reports using live market and financial statement data, making it useful for analysts, portfolio managers, and individual investors.

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dexter.mom·From $5 per month, billed annually·Checked 2026-09-29

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›What is Dexter?

Dexter is an autonomous financial research agent. It breaks complex questions into research tasks, retrieves live income statement, balance sheet, cash flow, and market data, then cross-checks the findings before producing a structured report. Users can ask questions in natural language and choose Claude, GPT, Gemini, or xAI as the underlying model.

›What are the pros and cons of Dexter?

Strengths

Automates planning, data retrieval, analysis, and validation in one research flow
Uses live financial datasets instead of relying only on cached model knowledge
Supports multiple major language models
Returns structured reports with source citations and confidence indicators
Offers API access for integrating research into dashboards and workflows

Trade-offs

The Starter plan is limited to 100 research queries per month
API access is limited to 1,000 calls per month on the Pro plan
Live market and alternative data, plus full financial statement access, are listed for Pro rather than Starter
Annual plans are selected by default, so users comparing monthly costs need to switch billing views

›What are Dexter’s key features?

Decomposes complex financial questions into focused research tasks
Retrieves live income statements, balance sheets, cash flows, and market data
Cross-checks findings through a self-validation loop
Produces structured reports with data sources and confidence indicators
Supports Claude, GPT, Gemini, and xAI models
Provides REST API access on Pro and higher plans
Accepts natural-language questions without SQL or complex queries

›What are the best use cases for Dexter?

Compare company margins, revenue, or financial statements across multiple quarters
Analyze earnings results, cash flow, balance sheets, and margin changes
Investigate revenue drivers, cost movements, and other company-specific questions
Screen stocks using live financial metrics such as free cash flow yield
Summarize risks ahead of an earnings report
Compare business segments such as AWS and Azure over multiple quarters

›What is the pricing for Dexter?

PlanPriceDetails
Starter$5 per month, billed annuallyIncludes 100 research queries per month, live market data, income and cash flow analysis, natural-language questions, and email support.
Pro$15 per month, billed annuallyIncludes unlimited research queries, live market and alternative data, full financial statement access, API access with 1,000 calls per month, priority processing, and chat support.

Annual plans are priced 50% lower than monthly billing. The pricing page also references Pro+ and Ultra plans.

Checked 2026-09-29 · source

›Who is Dexter best for?

financial analystsA strong fit for analysts who need repeatable comparisons, earnings analysis, and source-backed financial reports.
portfolio managersPortfolio managers can use it to investigate companies, compare segments, and summarize risks before investment decisions.
soloIndividual investors get a natural-language way to explore live financial data without writing SQL or building research workflows.
developersDevelopers can connect the research engine to dashboards and internal workflows through the documented REST API.
Not for
  • Teams looking for a general-purpose customer-service chatbot should skip it because Dexter is built for financial research.
  • Users needing more than 1,000 API calls per month on the Pro plan should look for a plan with a higher documented API allowance.

›What’s new with Dexter?

  • Dexter released version v2026.5.12026-05 · source

›What are the best Dexter alternatives?

›Where can I try Dexter?

Open dexter.mom →