One workspace, the whole investment research lifecycle
Screen, analyze, chart, record — every step happens in one system. A detailed walk-through of each module is below.
Screen candidates by market, sector, and metric
Combine market, sector, valuation, growth, dividend, and custom-metric filters to narrow a huge universe to a handful worth researching.
- Combined market / sector / metric screens
- Custom views, columns, sorting — saved & reused
- Exportable results for downstream analysis
- More field definitions published over time
Overview, price, financials, valuation, dividends together
Open a stock workspace that brings overview, price action, financials, valuation, and dividends into one place to form a view fast.
- Overview / price / financials / valuation / dividends
- Key changes and peer comparison
- Linked with notes and charts
- More modules added continuously
Custom charts of price, volume, fundamentals, macro
Combine price, volume, fundamentals, and macro context into custom charts, saved as reusable research views and added to dashboards.
- Multi-metric overlays and comparison
- Save custom charts and research views
- Add to dashboards
- Export and share
Turn observations and reviews into a reviewable chain
Record decisions, triggers, and open questions, organized by stock, date, and tag so the research process stays traceable and reviewable.
- Linked stocks, dates, and tags
- Structured assumptions / risks / reviews
- Connected to analysis and charts
- A sustainable research chain
Explain metrics, summarize, draft reviews with AI
The AI assistant connects to your research context to explain metrics, summarize materials, and draft review outlines.
- Explain metrics and definitions
- Summarize materials and draft outlines
- Uses your research context
- Credit-metered with transparent usage
Memberships, market packs, AI credits, billing in one place
Manage membership tier, market packs, AI credits, billing, and access from the account center — always clear on what you can use and when to upgrade.
- Membership / market packs / AI credits in one place
- Transparent refresh and export quotas
- Invoices and subscription state visible
- Clear access boundaries
Multi-market data, one model
A unified interface — we normalize each source's differences so you only think about the data.
CN A-share
LivePrices · financials · valuation · dividends (TuShare → warehouse)
Hong Kong
LivePrices and core financials, coverage expanding
US
OnboardingRealtime quotes via FMP; fundamentals being onboarded
Macro
LiveFRED macro series with vintages, read-only
Want to try it out?
The free tier covers the basics. Upgrade to unlock higher quotas, more markets, and AI research capacity.