A small suite of focused tools that automate the analytical work you’d otherwise do by hand — extracting guidance, building models, drafting primers, and watching your sector each morning.
A customizable market dashboard — quotes, news, earnings, and AI deep dives.
A personal, customizable market dashboard. Build watchlist tiles with live Yahoo Finance quotes, then drill into per-ticker news, single-quarter earnings recaps, and multi-day AI “deep dive” briefs — each generated with Claude and exportable to PDF or email.
Structured financial guidance from SEC filings, in seconds.
Extract formal financial guidance from SEC 8-K filings and earnings call transcripts. Returns structured tables with numeric targets, GAAP / non-GAAP splits, period filters, and Excel export.
A sector-specific market intelligence digest, every morning.
AI-powered newsletter delivering sector-specific market intelligence each morning — investment-relevant news and watchlist updates filtered for signal over noise.
Auto-built 3-statement historicals from SEC filings.
Build a historical 3-statement model from SEC 8-K earnings releases for any ticker. Pulls IS / BS / CF + operational metrics + GAAP-to-non-GAAP reconciliation, dedupes line-item label drift across filings, and exports a clean Excel input tab.
A guided 13-prompt path to a buy-side initiation report with Claude.
Generates a downloadable Word document containing 13 sequential prompts for writing a buy-side equity research initiation report with Claude. Enter a ticker, download the .docx, then paste the prompts into a Claude conversation in order — the final prompt compiles the full report.