Ask — the AI analyst
Ask anything. Answered from the filings — and today's web.
An AI analyst over up to 19 years of SEC-filed statements on every US-listed company that files in USD, plus live news when it matters — every claim attributed, every chart drawn from the real numbers. Never from memory. Never advice.
7-day free trial — no card required, full access from the first click. The screener is free for everyone — no account. Or see a demo portfolio.
✓ Researched 9 sources ▸
| Metric | NVDA | AMD | INTC |
|---|---|---|---|
| 9-yr revenue CAGR | +46.6% | +26.0% | −1.3% |
| Gross margin now | 71.1% | 49.5% | 34.8% |
The read — three divergent paths: NVIDIA's AI-mix margins surged to 71%, AMD climbed steadily upmarket, Intel's collapsed under manufacturing cost pressure…
How do their R&D budgets compare? →
A real Ask answer — filed statements + live web, charts included. 25 questions/month on Monthly, 300 on Pro.
Grounded, or silent.
Every figure Ask gives you comes from a tool call over filed statements, cited with its fiscal period. For anything after the latest filing it reads the live web — and tells you exactly which source and date each claim came from. If neither contains the answer, it says so. No estimates dressed as facts, no AI memory.
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Nineteen years deep.
Most tools show you four or five years — enough to see a moment, not a business. We extend every company back through its actual 10-K filings: up to 19 annual years and 48 quarters, split-adjusted, with the ratios and health checks computed for you.
The screener is free. For everyone.
Screen 3,800+ US companies by real filed fundamentals — growth, margins, returns, valuation, dividends — with no account at all. The depth behind each result is the product; the door is open.
Ask the AI analyst
Your questions, answered from the filings — with the work shown.Ask anything — "compare NVIDIA, AMD and Intel margins over 10 years", "which of my holdings have rising debt?" Every answer is built from a tool call over the actual SEC filings, cited with its fiscal period, with charts and tables inline. For anything after the latest filing it reads the live web and tells you the source and date. If the answer isn't in either, it says so — never guessed.
25 questions/month on Monthly · 300 on Pro
Try Ask →Your portfolio, read by AI
A calm dashboard that does the reading for you.Track your holdings and let the AI keep watch: a weekly Monday briefing in plain English on what changed in your holdings' filings, a portfolio X-Ray that looks through to blended valuation, margins and quality, and daily attribution that quantifies why your portfolio moved today — every figure computed from filed statements, never guessed.
Weekly briefing · X-Ray · daily attribution · smart alerts
Start Pro free trial →Your Monday briefing, before you pay
A real weekly briefing — plain English, every figure computed from filings. This one reads a 5-stock demo portfolio.Loading a sample briefing…
Sample — demo portfolio. Paid plans generate this for your holdings every Monday.
Start Pro free trial →Know what changed in any filing
Your research analyst on autopilot — before the market digests it.The moment a company files, the Filing Change Monitor reads its latest 10-K, 10-Q or 8-K and tells you exactly what materially changed — the year-over-year numbers (revenue, margins, EPS, free cash flow) and the guidance, risk-factor and demand language that moved — every claim quoted from the filing, never guessed, and ranked by how much it matters.
It's the filing intelligence institutions pay five figures a seat for, watching your whole watchlist for you. Every number is computed from the filing; the AI only writes the read. On Power and Desk.
See what the great investors own
27 legendary funds — straight from their SEC 13F filings.Every quarter the largest investors must disclose their US stock holdings to the SEC. We turn those 13F filings into clean portfolios for Warren Buffett, Bill Ackman, Michael Burry, Seth Klarman and 23 more — every position and its weight, what they bought, added, trimmed and sold versus last quarter, and how the current book would have performed over 3 months to 15 years. Free to browse.
On Pro, an AI analyst reads each filing for you — the biggest moves, the concentration, the notable new buys and exits — with every figure computed from the filing, never guessed.
Buffett · Ackman · Burry · Druckenmiller · Soros · Li Lu · Tepper · Einhorn · Dalio & more
Explore guru portfolios →See it in 60 seconds
Ask, the screener and 19-year fundamentals — one minute, real product.Pricing
7-day free trial on monthly plans · annual billed upfront · cancel anytimeFounding offer: the first 20 subscribers lock the $12/month plan for life, even when prices rise later.
The full research library, for one investor.
- Every US-listed company that files in USD — up to 19 years of statements, 48 quarters, split-adjusted
- Ratios, health checks & growth records computed for you
- Peer comparison & side-by-side company compare
- Markets page: news, movers, trending tickers
- Portfolio tracker with look-through quality view
- Watchlist + SEC filing alerts
- Insider buy/sell history from Form 4 filings
- 25 Ask questions a month, grounded in filings
- CSV export of any table
Everything in Monthly, plus the AI analyst. $250/yr billed annually — save $146.
- 300 Ask questions a month — comparisons, screens, portfolio Q&A, with charts & tables in every answer
- Filing Diff — what changed in each new 10-K/10-Q versus the last one, per holding
- Smart alerts — insider cluster buys, dividend-risk flags, your own valuation thresholds
- Daily attribution — why your portfolio moved today, quantified
- Insights — what makes each business unique, read from 19 years of its filings
- Business segments — revenue split by product line, extracted from the 10-K
- Weekly portfolio briefing — what changed in your holdings' filings, every Monday
Monthly, paid once a year.
- Everything in the Monthly plan
- Two months free versus monthly billing ($9.83/month effective)
- One renewal a year — nothing else to think about
- Upgrade to Pro anytime, prorated
The 7-day free trial (no card) applies to the monthly plans — pay only if you stay; annual plans are billed today at checkout. Cancel anytime. No first-year discount games — the price you see is the price it stays. The free screener covers 3,800+ US companies and the library 1,500+; statements and Ask cover every US-listed company that files in USD — foreign ADRs aren't covered. Not investment advice.
For professionals
The Filing Change Monitor + the full research desk — for analysts, RIAs & funds. Billed yearly.The complete research desk + Filing Monitor, for one investor.
- Filing Change Monitor — what changed in any company's latest 10-K/10-Q/8-K, on demand, cited & ranked by materiality
- Watchlist filing feed — every holding's newest filing, read for you
- Wash-sale guard — cross-account, cross-broker tax-lot intelligence your brokers can't see
- Everything in Pro: 300 Ask questions, smart alerts, daily attribution, segments, weekly briefing
- 19 years of statements on every US-listed filer
Power, licensed for client-facing professionals & firms.
- Everything in Power, licensed for commercial & client-facing use
- Priority support + a personal onboarding call
- Built for RIAs, equity analysts and small funds
- First to get new coverage as it ships
For teams & multiple seats.
- Multiple seats with central billing
- Custom coverage & data needs
- Security review & procurement support
- A dedicated point of contact
Power & Desk are billed annually and include everything in Pro plus the Filing Change Monitor. Same product on Power and Desk — Desk adds a commercial-use licence, priority support and onboarding for client-facing professionals. Not investment advice.
Browse the research library — free fundamentals for 1,500+ US companies: Apple, Microsoft, NVIDIA, Alphabet, Amazon, Tesla, Meta, JPMorgan, Eli Lilly, Visa — or screen them all, free.
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