US stock screener and research workspace for self-directed investors
Stage
Not given
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Founded
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Based in
US
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Pricing model
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Freemium
Pricing
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Free plan includes one complete introductory AI Mode run with six one-time credits. Premium includes two hundred credits per calendar month. Final subscription prices and billing terms are shown before payment.
Key features
Publish and share investment takes with portfolio composition
Real-time performance tracking with percentage returns
Social features to view and follow other investors' strategies
Thematic investment baskets across multiple sectors
AI-powered investment analysis and recommendations
Stock screening with customizable filters
Inspect financial statements and company filings
Valuation analysis with explicit assumptions
AI-assisted analysis and research support
Portfolio tools and saved workspaces
Dated price history and market data
Ownership records and fund holdings
Alerts and export functionality
Thesis workspace for documenting investment cases
Stock Sense MCP connector integration
What makes it different
Diversified sector coverage from AI infrastructure to healthcare staffing
Combines dated public filings with current market prices and transparent calculations in one workspace
Emphasizes maintaining transparency about data freshness and source attribution
Designed specifically to help test investment theses with evidence-based research
Supports challenging investment assumptions with AI assistance checked against underlying sources
Public company research is open and accessible without requiring an account