Institutional research tools.
Without the Bloomberg price tag.
Small RIAs deserve the same research infrastructure as the big firms — without paying $24,000/year for a terminal that was designed in 1990.
Same research quality. 99% lower cost. No multi-year contracts.
You're running a research shop with spreadsheets.
SEC filings take hours to read
AI extracts the material facts in seconds
Earnings quality is hard to assess at scale
Automated anomaly detection flags manipulation signals
Client portfolios are tracked in Excel
Live monitoring dashboard for all client holdings
Research reports take days to write
Custom AI research reports, ready in minutes
What the AI Research Terminal does
SEC Filing Analysis
Deep analysis of 10-K, 10-Q, 8-K filings. Flags material risks, off-balance-sheet obligations, and management language changes — automatically.
Accounting Anomaly Detection
Beneish M-Score, Accruals Ratio, and proprietary signals detect earnings manipulation and accounting irregularities before they hit the news.
Client Portfolio Monitoring
Unified dashboard across all client accounts. Watch valuation, income, risk exposure, and fundamental changes in real time.
Custom Research Reports
Generate branded, white-label research reports for any stock in minutes. Comprehensive analysis you'd be proud to share with clients.
Bulk Analysis Engine
Screen and analyze up to 200 tickers at once. Build watchlists, run comparative analysis, surface your best ideas faster.
AI Valuation Models
DCF, Graham Number, PEG ratio, and earnings quality scoring — applied consistently across your entire coverage universe.
Join the waitlist at $99/mo
Founding members lock in $99/mo for life — half the public price when we launch. We're onboarding manually, one firm at a time. We'll reach out to schedule a walkthrough.