See how investors
screen with DollarFlow

Real stories from investors and research teams who replaced spreadsheet chaos with structured screening, valuation workflows, and market intelligence.

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+10k others
Case · 9 min
Prop trading

A prop desk dropped the spreadsheet stack for one screener

We screen the full universe, export the short list, and layer our models on top — no terminal lease, no stale export.
45 minSaved / morning
~2,064Names in one grid
Q1 2026Best quarter
Dana Mercer · Founder, Cornerstone Quant Group
Alderstone
RIA

From Bloomberg quotes to True Price bands

Alderstone Advisory moved client equity reviews to DollarFlow — True Price charts in the slideout, FROST on Command Center, and a nightly pipeline their compliance team could explain.

$29/moPer advisor vs terminalDocumentedFROST methodology
Grant Ellison · Principal, Alderstone Advisory
Signal Ridge
Independent research

Regime first, stock picks second

Signal Ridge Research uses FROST and Command Center to frame every sector note, then screens industry by industry with analyst calendar catalysts on the same dashboard.

3 calendarsOn one workflowNightlyPipeline refresh
Elena Forsyth · Co-founder, Signal Ridge Research
Whitmore
Family office

Fair value without the terminal cage

Whitmore Family Office cut data spend by standardizing on DollarFlow — Explorer for associates, Pro for principals with True Price and unlimited export across ~2,064 US names.

90%+Lower data spend
Martin Kepler · Investment director, Whitmore Family Office
Pike
Solo quant

When the screener is the research stack

A solo quant runs factor screens on the full universe, pulls True Price history for backtests, and exports watchlists — no data engineering team, no terminal dongle.

1Person, full stack
Julian Pike · Founder, Pike Factor Research
Northgate
Case · 8 min
Retail PM

Bloomberg-class screening in a browser tab

I get fair value on the chart, FROST on Command Center, and a clean table — without paying for fixed income I never trade.
<1 minTo first screen
4 levelsUniverse hierarchy
NightlyPipeline refresh
CB
Cole Brennan · Portfolio manager, Northgate Portfolio Group

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