The investment research environment for those who
refuse to gamble.
Screen the market, interrogate the data, and commit to a living thesis that never stops checking itself. When the evidence turns, you'll know before the price does.
Combines your terminal, Excel sheets, and every browser tab in between into one.
All your research and ideas are now in one place.
Replace the dozen browser tabs, the spreadsheets, and the ad hoc tools. The first all-in-one research platform built for long-term investors.
Research everything in one place
Ask anything and get a sourced answer in seconds — or pull up any name in a full terminal view. Real-time prices, news, filings, and earnings across equity, credit, and options. No more juggling tabs.
Write your thesis
Turn conviction into a living thesis, with live charts and metrics embedded right in your narrative. It refreshes itself after every earnings call, and your notes stay pinned to the price.
Track your book — and know when it's at risk
Every position, conviction, and return in a single view. We watch the news and the numbers across your coverage universe, and flag you the moment a thesis starts to break.
Connected to the data that moves markets
Every answer, chart, and alert is grounded in live market data — sourced, timestamped, and linked so you can verify it yourself.
Equities & ETFs
Real-time prices, volume, options chains
SEC Filings
10-K, 10-Q, 8-K, insider activity
Earnings
Calls, transcripts, estimates & revisions
Fundamentals
Financials, segment KPIs, ratios
Credit
Bonds, CDS spreads, issuance
Macro & Policy
FRED releases, FOMC, Treasury auctions
News
Real-time coverage across your universe
Prediction Markets
Kalshi, Polymarket event odds
Know the moment a thesis starts to break
Every thesis is built on falsifiable pillars. We test them against each print, filing, and headline — and tell you when the facts stop supporting the story.
- NVDAPillar breach
Gross margin printed 71.9% — below your 73.0% pillar floor.
Earnings · 8:32 AM - MSFTAt risk
Hyperscaler capex guidance trimmed 4% — demand pillar under pressure.
Guidance · Tue - INTCFiling change
New supply-concentration language added to 10-K risk factors.
SEC filing · Mon - GSOn track
Advisory backlog grew for a third straight quarter — M&A pillar intact.
Earnings · last week
Everything you need to build conviction
Not a feed that tells you what to buy. A full research desk that helps you reach your own answer faster — and holds you to it.
Grounded AI search
Ask in plain English and get an answer wired to live fundamentals, filings, news, and prices — sourced from the numbers, not guessed from memory.
Natural-language screener
Describe the setup you want and surface matching names instantly. No filter syntax to memorize, no scanning a dozen sites to build a shortlist.
Living thesis
Write down why you own it, right next to the data behind it — organized, trackable, and always one click from the evidence.
Re-underwrite alerts
The moment the evidence turns against a position, you get a nudge to re-underwrite it — so you act on facts, and long before the loss.
An agent that works both ways
It reaches out to external data to research for you, and into your account to build portfolios, watchlists, and alerts on command.
Valuation, built in
Run comparables and discounted-cash-flow models right where you research — the difference between a hunch and a number you can stand behind.
Start free. Upgrade when you're ready.
Explore for free with full access to the 25 stocks by market cap. Upgrade to unlock the full universe with a 7-day free trial.
Free
Free forever
Everything you need to get started.
- $5 in AI credits every month
- Top up anytime for more AI research
- 5 standard analyst agents
- Up to 5 watchlists & portfolios
- Up to 10 theses
- Top 25 S&P 500 stocks
Pro
billed monthly
Full market coverage for serious investors.
- $25 in AI credits every month
- Unlimited custom agents
- Unlimited watchlists & theses
- Full stock, fund & bond coverage
- 7-day free trial
Team
billed monthly · includes 4 seats
Collaborative research for investment teams.
- Everything in Pro
- $100 in AI credits every month
- Unlimited custom agents
- Private & shared theses with team comments
- Extra seats $25/mo or $300/yr
- 7-day free trial
Cancel anytime.
Investment research is fragmented.
It shouldn't be.
Replace spreadsheets, scattered notes, and stale decks with a single tool.