Up to 19 years of filed fundamentals
Statements, ratios, health checks, filing changes and source-linked AI research for covered companies.
Stocks · ETFs · mutual funds
Stock research with the evidence attached.
Ask difficult questions about US companies, ETFs and mutual funds. Company answers keep the filing, period and source trail attached; fund answers use labelled costs, holdings, allocation, risk and performance data.
Lifetime deal available now · no card required for the free research surfaces. The screener is free for everyone — no account. Or see a demo portfolio.
Compare NVIDIA, AMD and Intel over 10 years — who's structurally winning?
✓ 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.
New · one research workflow
Desktop and mobile
Stocks and funds now work together
Costs, holdings and rankings
Research allocation, concentration, risk and top performers over 3 months, 1 year and 3 years.
Fund-specific analysis
Compare fees, category, returns and holdings without applying company-only metrics.
Add AAPL, SPY and VTSAX to the same portfolio. Prepare AI answers and reports for sharing to X, Instagram, LinkedIn, Facebook, WhatsApp and more.
Open your mixed portfolio →Grounded, or silent.
For companies, reported financial figures come from tool calls over supported filed statements and retain their fiscal period. Fund facts use labelled fund-market data. When a question goes beyond the latest filing, Ask can use dated live-web sources and identifies them separately. If the available evidence does not support an answer, it is designed to say so rather than fill the gap from model memory.
Apple Inc. — live from our data
Open the full page →
Revenue416.16B
Net margin26.9%
Free cash flow98.7B
Shares outstanding14.8B
Loading from SEC filings…
Nineteen years deep.
Most tools show you four or five years — enough to see a moment, not a business. Covered US-listed companies that report in USD can extend back through their 10-K filings for up to 19 annual years and 48 quarters, split-adjusted, with ratios and health checks computed from available data.
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 with the source class shown.Ask about companies, ETFs or mutual funds — compare stock fundamentals, inspect a fund's costs and holdings, or rank eligible funds over 3 months, 1 year and 3 years. Company figures come from filings; fund figures come from fund market data.
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 stocks, ETFs and mutual funds together. The AI understands the difference: company fundamentals stay company-only, while fund positions contribute to value, allocation and concentration using fund-specific facts. Weekly briefings and portfolio Q&A cover the complete mixed portfolio.
Weekly briefing · X-Ray · daily attribution · smart alerts
Start Pro checkout →Your Monday briefing, before you pay
A real weekly briefing — plain English, with company fundamentals computed from supported 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 checkout →Know what changed in a supported filing
A cited first pass for your research workflow.When a supported company files, the Filing Change Monitor reads its latest 10-K, 10-Q or 8-K and produces a first-pass view of material changes — including available year-over-year figures and cited guidance, risk-factor and demand language — ranked by materiality.
It turns a manual first pass through new filings into a watchlist workflow. Financial comparisons are computed from available filing data; the AI summarizes the cited evidence rather than substituting model memory. On Power and Desk.
See what tracked managers reported
27 manager portfolios from SEC Form 13F filings.Qualifying institutional investment managers report covered holdings on Form 13F after each quarter. We turn available filings for Warren Buffett, Bill Ackman, Michael Burry, Seth Klarman and 23 more into readable snapshots — reported positions and weights, plus share-count additions, increases, decreases and removals versus the prior quarter. These are delayed disclosures, not live portfolios or trade signals. Free to browse.
On Pro, an AI analyst summarizes the largest reported changes and concentration. Holding weights and quarterly share-count changes are computed from available 13F data; the narrative is written from those results.
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
Paid checkout for every new account · 7-day initial-payment refund window · cancel anytimeFounding offer: the first 20 subscribers lock the $12/month plan for life, even when prices rise later.
Monthly
$12/month
The full research library, for one investor.
- Covered US-listed companies that file in USD — up to 19 years of statements and 48 quarters, subject to data availability
- 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, with filing, fund-data or current-web sources identified as applicable
- CSV export of any table
ProThe analyst tier
$33/month
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
Annual
$118/year
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
New accounts complete paid Stripe checkout before access. The initial payment can be refunded within 7 days if the service is not right for you; subscriptions can be cancelled 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 public library 1,500+; the application searches a broader US-listed directory, subject to supported filing and data availability. Foreign ADR coverage is limited. Not investment advice.
For professionals
The Filing Change Monitor + the full research desk — Power monthly or yearly; Desk yearly.
Power monthly
$64/month
The complete research desk + Filing Monitor, for one investor. No annual commitment.
- Filing Change Monitor — a cited first pass over a supported company's latest available 10-K/10-Q/8-K, 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
- Up to 19 years of statements for covered US-listed companies that report in USD
Power annual
$579/year
The complete research desk + Filing Monitor, paid once yearly. Save 25% versus monthly billing.
- Filing Change Monitor — a cited first pass over a supported company's latest available 10-K/10-Q/8-K, 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
- Up to 19 years of statements for covered US-listed companies that report in USD
DeskOne professional seat
$1,961/year
Power for one named user, with a limited licence for client-facing research.
- Everything in Power, with permission to incorporate verified outputs into your own commercial research and client communications
- Priority support + a personal onboarding call
- Built for RIAs, equity analysts and small funds
- First to get new coverage as it ships
Enterprise
Let's talk
For teams & multiple seats.
- Multiple seats with central billing
- Custom coverage & data needs
- Security review & procurement support
- A dedicated point of contact
Power is available at $64/month or $579/year and includes everything in Pro plus the Filing Change Monitor. Desk is billed annually and adds a limited commercial-use licence for one named user to incorporate verified outputs into customer-authored research and client communications; it does not include account sharing, raw-data redistribution, or any authorisation to provide regulated advice. 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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