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
The report, not a chat.
Research dossiers on any covered US company — every figure cited to its SEC filing — and a Filing Change Monitor that reads each new filing on your watchlist and tells you what changed, in plain English.
Free entry points
- Screener — 3,800+ companies, free for everyone
- Ask with citations — 3 free, no account
- Full dossiers from $24.99/mo — or see a demo portfolio
The Filing Change Monitor reads each new 10-K, 10-Q and 8-K on your watchlist for you.
Try it · 3 questions free
no account needed
Apple Inc. (AAPL) · Technology · fiscal 2025-09-27
3.5 / 5
Apple's filed revenue rose from $274.5B in FY2020 to $391.0B in FY2025, a 7.3% annualised increase. Operating margin expanded from 24.1% to 31.8% over the same record.
Market cap$3.4T
P/E35.2×
TTM margin24.0%
Filing Monitor · latest 10-Q
Services accelerated; hardware margins eased.
● ● ● 3 free left → then a free account — dossiers keep everything cited.
Free · no account
Open the full tool → · See the public claim ledger →
Verify a headline against the filing
Paste a financial claim — a press-release number, a tweet, another tool's figure — and see the filed SEC number side-by-side with its source. No estimates.
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.
The report, not a chat
An initiation-grade dossier, structured the same way for every company.Open the Research Dossier on any covered US company and get the write-up in twelve minutes: decision brief, the filed trajectory, segments, valuation tension, the bull and the bear case, and what just changed in the latest filing. No prompting — you type the ticker, the questions are already asked.
Because every dossier follows the same structure, companies are comparable: side-by-side metrics and briefs with Compare, five credits. Standard 10 credits, Deep 30.
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 Pro and Desk — and lifetime plans watch 1–8 companies by tier.
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 →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. The top five reported holdings are free to browse.
The full holdings table, quarterly buy/sell activity and 3M–15Y performance are on Core; an AI analyst summarizing the largest reported changes and concentration is on Pro.
Buffett · Ackman · Burry · Druckenmiller · Soros · Li Lu · Tepper · Einhorn · Dalio & more
Explore guru portfolios →See it in 60 seconds
Dossiers, the screener and 19-year fundamentals — one minute, real product.Pricing
Paid checkout for every new account · 7-day initial-payment refund window · cancel anytime
Good
$24.99/month
Core research desk. Same plan yearly is $199.99 — $16.67/month, save $100.
- 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
- 50 Ask questions a month, with filing, fund-data or current-web sources identified as applicable
- CSV export of any table
ProThe analyst tier
$499.99/year
AI analyst + Filing Change Monitor — everything in Good, billed yearly.
- 300 Ask questions a month — comparisons, screens, portfolio Q&A, with charts & tables in every answer
- Filing Change Monitor — every new 10-K/10-Q/8-K on your watchlist, read for you
- Wash-sale guard — cross-account, cross-broker tax-lot intelligence your brokers can't see
- 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 & segments — what each business earns and why it wins, read from 19 years of filings
- Weekly portfolio briefing — what changed in your holdings' filings, every Monday
Good — annualBest value — $16.67/month
$199.99/year$299.88
Same Good, priced once a year — $16.67/month effective.
- Everything in the Good plan
- Save $100 a year — $16.67/month effective, two months free versus $24.99 monthly
- One renewal a year — nothing else to think about
- Upgrade to Pro anytime, prorated
DeskOne professional seat
$1,999.99/year
Pro + client-facing licence, one named professional.
- Everything in Pro, 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
Prefer to pay once? See the lifetime option →
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.
One payment. Lifetime access, no renewal.
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Purchases here carry a 30-day refund window. Prefer a subscription instead? See subscription pricing.
Pro is billed yearly and includes everything in the research desk plus the Filing Change Monitor; the “about $42 per month” framing is $499.99 divided by twelve — 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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