Solutions — Independent Investor
Automate the research work between you and every investing decision. Portfolio check-ins, stock screening, earnings alerts, news digests, all running on your schedule from your own watchlist.
Why Formt
Koyfin and Finviz are great research tools. But they show you the data. You still have to log in, run the analysis, and pull the numbers every time. Formt runs it automatically on a schedule and delivers the output to you in the format you want.
What Formt automates
Each workflow runs a real analysis end-to-end: pull data, run calculations, summarize what matters, deliver the output. Whether you're formalizing a process you already have or starting a new one, the same workflow scales with your watchlist.
Pull live financial data for every holding, calculate period returns, and deliver a clean summary to your inbox every Monday morning. The week's portfolio read, ready before you sit down.
Import a universe of tickers, apply your criteria (P/E, revenue growth, debt levels, whatever matters to you), and get a ranked shortlist delivered to your inbox or a Google Sheet. Your screen, run consistently, whenever you want it.
Monitor SEC filings for a watchlist of tickers. When a new filing lands, get an alert email with the key numbers. Every filing read, every key number surfaced, the moment it's filed.
Pull from financial RSS feeds, filter by company or ticker, summarise each item with AI, and deliver a daily or weekly digest to your inbox. The news that matters to your watchlist, without the noise.
Pull SEC filings and live financial data, run the Research Agent for qualitative context (news, competitors, management moves), and evaluate the whole picture with your formulas. A full due diligence brief, ready before you sit down to read it.
Pull data on every holding, calculate returns and key ratios, and render a styled PDF report on the cadence you choose. An investor letter about your own portfolio, ready when you want to sit down with it.
Every source, one tool
Formt brings your sources into one place: SEC filings, live market data, news, RSS feeds, your Google Sheets, and web research through the Research Agent. A single workflow can pull from any of them at once and synthesize the answer, so you're not switching between five tabs to make a call.
Templates
Clone any template and it runs in minutes on your watchlist. Each one is built around a real investor workflow (the analysis you'd actually do), and every step is editable in plain English when you want to make it your own.
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