Product
One workspace for the whole of your research.
Five tools that share the same companies, the same notes and the same portfolio, so nothing you learn is left behind in another tab.
Discover
Stock screener
Find the few companies worth your time among thousands.
- Filters that matterValuation, profitability, growth, financial health, ownership and performance, combined however you like.
- Your own columnsChoose the metrics each view shows, and sort on any of them.
- Saved viewsKeep the screens you come back to and reopen them with every filter in place.
- Screen your own researchFilter by the stages, tags and coverage you have recorded in the Research Tracker.
- Set a stage from any rowMark a company To research without leaving the results.
- Star rating and holder filters ProNarrow a screen by report rating, or by the superinvestors who hold a stock.
Discover
Superinvestors
Another source of ideas, and context on every company you look at.
- Latest 13F holdingsThe current portfolios of the superinvestors we track, with weight, share count and reported price.
- What changedEvery position marked as new, added to, reduced or unchanged since the previous quarter.
- Recent buysCompanies ranked by how many tracked investors hold them, so shared conviction stands out.
- On every company pageSee which tracked investors hold the company you are researching, and how much of their portfolio it is.
- New filings flaggedThe sidebar shows when a tracked investor has filed since you last looked.
- Insider activityDirectors' and officers' dealings sit beside the funds, from the same filings.
Research
AI research reports
A structured, cited analysis of a company, written when you ask for it.
- Written on requestReports are written for the companies you ask about, so the work goes where your attention already is.
- The whole businessBusiness model, moat, management, predictability, valuation, and the bull and bear case.
- Valued before the price is seenThe fair value is argued from the business, then compared with the market, and it sets a 1 to 5 star rating.
- Every claim citedEach factual statement links to the filing, transcript or document it came from.
- Read, download or listenRead in the app, save a PDF, or have the report read aloud on Pro.
- 10 a month on ProUp to 25 on any one day, and one free sample report on the free plan.
Decide
Research Tracker
A structured record of every company you research, and where each one stands.
- Four stagesTo research, Considering, Owned and Pass, one per company, with every change kept in its history.
- Private notesYour own notes on every company page, with an optional AI clean-up on Pro.
- Your own themesTags in the colours you choose, for the ideas that cut across sectors.
- Coverage at a glanceHow many companies you have viewed, researched and made a call on.
- Needs attentionCompanies you have looked at without deciding, and research that has gone quiet.
- Owned follows your holdingsBuy a company and it moves to Owned; sell out and the stage clears.
Own
Portfolio tracking
An honest measure of how your decisions performed.
- Every kind of transactionBuys, sells, dividends, splits and cash movements, across accounts and currencies.
- Broker import ProBring your history in from your broker rather than typing it, and export your transactions whenever you like.
- Two kinds of returnMoney-weighted and time-weighted, so timing and stock selection are measured separately.
- A benchmark with dividendsThe same money on the same dates in the S&P 500 total return, beside a line for doing nothing at all.
- Year by yearAnnual returns next to the benchmark, because one number since inception hides too much.
- Free to start1 portfolio of up to 3 stocks on the free plan, and as many as you need on Pro.
Also on every company page
The source material
Everything the five tools are built on, one click from any company.
- Financial statementsIncome statement, balance sheet and cash flow, with the history beside each figure.
- Regulatory filingsThe 10-K, 10-Q and 8-K behind the numbers, readable in the app.
- Earnings calls and calendarCall information for each quarter, and the dates of the next results.
- Your own valuationValue the whole business by DCF, an earnings or cash flow multiple, book value or EV/EBIT, starting from reported figures. Saved free, and set beside the market cap on the screener.
- Dividends and buybacksWhat the company has returned to shareholders, and how.
- News and price historyA company news feed and an interactive chart, for context rather than trading signals.