Streamline financial analysis and reporting

Screen stocks, analyze SEC filings, and generate investor-grade reports automatically.

Stock Screening Pipeline

Import a list of tickers, fetch financial data for each, run calculations, and export results to Google Sheets.

SEC Filing Analysis

Enter a ticker, pull SEC filing data, calculate key ratios, generate an AI analysis, and produce a PDF report.

Use cases

Stock screening

Import a universe of tickers, fetch financial data, score them with custom calculations, and export ranked results.

SEC filing analysis

Pull XBRL data from SEC filings, calculate financial ratios, and generate AI-powered analysis reports.

Portfolio monitoring

Track financial metrics for a list of holdings, calculate performance, and produce automated updates.

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