Features
Everything you need to research US companies in one workspace. Data and tools only — never buy, sell or hold recommendations.
SEC Filing Intelligence
Summaries of what changed between 10-K, 10-Q, 8-K and proxy filings, with material-change detection and source citations.
Company Intelligence
Overview, financials, valuation, filings, earnings, risks, peers and your own notes — tabbed per company with tooltips explaining every metric.
Advanced Screener
Build filters across company, quality, growth, valuation, risk and market-data fields. Save, duplicate and run screeners; results show what matched your criteria.
Portfolio Tracker
Log transactions and see market value, cost basis, realized/unrealized returns, currency effect, TWR/MWR and allocation — with research checkpoints, not signals.
Valuation Lab
DCF, Reverse DCF, DDM, owner earnings and multiples driven by your assumptions, with sensitivity tables and scenario comparison.
Risk Radar
Company- and portfolio-level risk flags with the trigger rule, input data, calculation, source, timestamp and severity for each.
Smart Alerts
You define thresholds for price, valuation, filings, earnings and fundamentals. Informational alerts with cooldowns and delivery logs.
AI Research Assistant
Summarize and compare filings, explain metrics and extract risk factors — always cited, always dated, never advice.