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The Research OS for Public Markets

Cover more names.
Capture more alpha.

A new breed of portfolio management software.

PMs and Analysts use Neural Markets to expedite research workflows and automate thesis monitoring to see what's moving today, so they can focus on what's moving next.

Real-Time Market DataLive MonitoringAutomated Alerts & Actions
N
NVDA
Nvidia Corporation
High Conviction
$200.40
▲ +4.1%
My Theses
NVDA
1
AAPL
MSFT
AMZN
1
META
TSLA
2
GOOGL
ORCL
AMD
1
CRM
NFLX
SNOW
1
+40 more names
Price · 12mo
1D5D1M6M1Y5YMAX
Rev Growth
+122%
Gross Margin
74%
EV / Rev
18.4x
Thesis

NVDA dominates AI infrastructure with accelerating data center demand and strong pricing power. Blackwell ramp supports margin expansion through 2026.

Thesis Pillars

If @Gross Margin+74% holds above 70%, pricing power is intact

If @CapEx-12% from hyperscalers stalls, demand at risk

1

If @FCF+38% grows, Blackwell ramp is on track

Turn fragmented research into a system that updates itself.

We continuously process 40,000+ data points in real-time. Our context engine uses AI agents to filter, extract, and distill what matters for you and your portfolio.

Market Data

SEC Filings

Breaking News

Earnings

Prediction Markets

Macro & Policy

Real Time Alerts

Counterpoints

Underreported Angles

Why it Matters

Context

Processing

Research. Generate. Track.
All in One Place.

The platform investment professionals use to research, generate, and track their best ideas.

01Deep Research

Research Everything

Ask anything about any company and get a sourced, synthesized answer in seconds. Sam pulls from real-time data, news articles, SEC filings, and earnings calls — so you spend time thinking, not hunting.

  • High-quality, real-time market data across thousands of stocks
  • AI research assistance that synthesizes news, filings, and earnings calls
  • Equity, credit, and options data in one unified view
What's driving the selloff in semiconductor stocks?
Claude Opus 4.6
Sam is researching
Querying semiconductor price data
Scanning 847 news articles from past 48hrs
Analyzing Polymarket tariff probabilities
Cross-referencing NVDA, AMD, TSM earnings calls
Synthesizing investment implications
847 news articles12 SEC filings3 earnings callsPolymarket data
PK
NVDAInvestment Thesis
LONG$165+24.6%

Initiating LONG with target $165. Conviction driven by accelerating@Data Center Revand expanding@Gross Marginas Blackwell scales. CUDA ecosystem lock-in sustains pricing power.

Data Center Revenue
Live
$22B
$26B
$31B
$35B
$39B
Q1'25
Q2'25
Q3'25
Q4'25
Q1'26
Activity
Earnings@ $132.402d ago

Q4 beat on all metrics. Raised target to $165. Blackwell ramp ahead of schedule.

News@ $128.855d ago

Export restriction update — opens additional APAC TAM. Positive for near-term estimates.

02Generate Ideas

Turn Insights into Ideas

Record your conviction in a structured investment thesis. Embed live metrics — revenue trends, EPS estimates, valuation multiples — directly into your narrative. The thesis updates itself as the story evolves.

  • Structured ratings with price target, EPS view, and written conviction
  • Embed live charts and tables — metrics auto-refresh after every earnings call
  • Time-stamped notes linked to price: earnings reactions, news, catalyst updates
03Track

Monitor Portfolios on Auto-Pilot

Monitor every idea across your coverage universe — position, conviction, live returns, and breaking news — all in one place. Advanced analytics across equity, credit, options, and news, updated in real time.

  • Advanced Portfolio Analytics: Equity, Credit, and Options
  • News data across thousands of stocks, surfaced inline
  • Live returns and breaking news across your entire coverage universe
Coverage Universe · 22 names
AllLongShortWatch
Security1DYTDSince AddLast News
NVDALong
NVIDIA Corp.
+2.4%
-8.2%
+47.1%
Blackwell demand tracking ahead of plan
AAPLLong
Apple Inc.
+0.4%
-8.2%
+19.0%
On-Device AI Chip Unveiled
GSLong
Goldman Sachs
+0.9%
+8.4%
+82.0%
Record Q1 on M&A Rebound
INTCShort
Intel Corp.
-1.2%
-18.4%
-42.0%
CPU Share Falls Below 50%

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Full access to 25 of the most-traded stocks with no credit card required. Upgrade to unlock the full universe with a 7-day free trial.

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  • Top 25 S&P 500 stocks
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$62.50/mo

Billed annually

Full market coverage for serious investors.

  • 2,000+ global securities
  • Real-time alerts & briefings
  • AI-assisted research tools
  • 7-day free trial

Team

$625/mo

Billed annually

Collaborative research for investment teams.

  • Everything in Pro
  • Shared workspaces
  • Team annotations & comments
  • 7-day free trial

Enterprise

Custom

Built around how your institution works.

  • Everything in Team
  • Unlimited seats
  • SSO / SAML
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Investment research is fragmented.
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