Live SEC + market data · Free to start

Analyze any company. Every number auditable.

AI-assisted financial analysis for equity analysts, CFOs, and portfolio managers. Real filings, live prices, and 20+ judgment flags that catch what you'd miss in Excel.

Start free → See what it does

Three products · One login

Everything you need to analyze

Pick your door. Each product has its own workflow, but they share the same engine — and every number traces back to its source.

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For analysts & investors

Valuation Copilot

Type a ticker. Get intrinsic value, peer comps, scenarios, and 22 anomaly flags on live SEC data.

Live SEC EDGAR + Yahoo Finance
DCF, WACC, scenarios, sensitivity
Reverse DCF & market expectations
Peer comparison & 5-year trends
PDF & Excel export

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For CFOs & FP&A teams

Variance Copilot

Upload your budget vs actuals. Get instant variance analysis, department rollups, and board-ready reports.

Excel / CSV upload
Variance $ and % by line item
Department rollups & trends
Anomaly flags for suspicious gaps
Board-ready PDF export

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For PMs & advisors

Portfolio Analyzer

Upload your holdings. Get sector exposure, concentration risk, stress tests, and benchmark comparison.

CSV upload from any brokerage
Live portfolio valuation
Sector & concentration analysis
3-scenario stress testing
Client-ready PDF report

Why it's different

Built for judgment, not just numbers

Most tools give you output. This one makes you a better analyst.

20+

Judgment flags

Terminal growth above GDP? Cash flow lagging net income? Peer margins diverge 3x? The tool catches it and asks you to justify.

100%

Auditable

Every number links back to its source. Every formula shows its work. No black boxes. No "trust me" numbers.

To start

Free tier for students, CFA candidates, and curious analysts. Paid tier for teams who need exports and scale.

Analyze any company. Every number auditable.

Everything you need to analyze

Built for judgment, not just numbers

Try it free.