Understand the business
Move from filings and financial statements to a grounded view of growth, margins, competition, catalysts and risks.
AI research + SEC evidence
Research grounded in filings, fundamentals and market context
Research the business. Value the stock.
Turn a US-listed ticker into an evidence-backed investment view, an editable valuation and a decision you can continue to track.
A
Company research
One connected decision workspace
Business quality
Strong
Valuation
Demanding
Risk level
Moderate
Decision framework
Quality business, price-sensitive entry
The full memo connects growth, margins, competitive position and macro sensitivity to the assumptions used in valuation.
Revenue and EPS trajectory82%
Cash-flow quality74%
Valuation support46%
Valuation workspace
Challenge the base case across seven methods.
Portfolio impact
Connect the thesis to sizing and risk.
One research workflow
From ticker to tracked decision.
Each layer builds on the last, so the research, valuation and portfolio view stay connected.
Value the stock
Compare scenarios, inspect what the market price implies and stress-test assumptions across multiple valuation methods.
Scenarios + DCF + Monte Carlo
Track the decision
Save companies, connect valuations to holdings and review portfolio risk, allocation and rebalance suggestions.
Watchlists + portfolio intelligence
Advanced when you need it
The tools behind a defensible investment decision.
Start with the company. Go deeper into the assumptions, evidence and portfolio consequences.
Deep Research
An investment memo with evidence, not a generic summary.
- Business and moat assessment
- Latest material developments
- Catalysts, risks and thesis breakers
Investment conclusionWatch
3 catalysts identified
4 risks stress-tested
Valuation Lab
See the assumptions behind fair value—and challenge them.
- Editable bull, base and bear cases
- Reverse DCF implied expectations
- Probabilistic Monte Carlo ranges
ScenariosReverse DCFMonte Carlo
BearBaseBull
Portfolio Intelligence
Turn a collection of positions into an allocation plan.
- Position and sector concentration
- Holding-level risk contribution
- Grounded review and rebalance actions
Portfolio reviewWithin 4 of 5 constraints
Technology exposure64%
Top position weight18%
Cash allocation7%
Free account
Keep the research you start.
Create a free account to sync your watchlist, track your portfolio and build valuation scenarios. No card required.
Simple pricing
Start free. Upgrade when research becomes a workflow.
Explore companies without a card, then unlock the full valuation and portfolio toolkit when you need it.
Free
Build a repeatable research habit.
$0
- Company overview, financials and SEC filings
- A configurable number of full company reports
- One synced watchlist and portfolio tracking
- Scenario projections workspace
Pro
For decisions, portfolios and repeat analysis.
$10
per month
- Unlimited AI investment memos and fresh reruns
- Portfolio risk, allocation and rebalance analysis
- DCF, Reverse DCF, PEG and EV/EBITDA models
- Monte Carlo simulations, saved valuations and exports
Approved financial data architecture
Yahoo Finance for market data · SEC EDGAR for filings and statements · Finnhub for analyst activity and news
Sources and freshness shown throughout