Stock screener and research platform for value investors who pick their own stocks
An eight step process for trading equity options with a public track record verified by a U.S. licensed CPA
Stage
Not given
Startup
Founded
Not given
2025
Based in
US
US
Pricing model
Freemium
Not given
Pricing
Curious is free. Serious plan $29/month or $299/year. Professional plan $99/month or $999/year. Home Market Packs for markets outside the US: one market $15/month or $149/year; all regions $499/month or $4,999/year. New accounts start with 30 days of Professional free, no card required, with a 30-da
Not given
Key features
Company research with figures compared against peers and historical filing data
Portfolio tracking showing holdings as one business with size, risk, income and shared exposure
Thesis writing and nightly re-testing of guardrails against filed accounts
Weekly brief summarizing which guardrails passed and failed across all holdings
Excel add-in to pull filed figures directly into spreadsheets with source citations
Access to 54 markets outside the US with Home Market Packs
Ranked investor discipline tests including Graham, Buffett, Greenblatt and Piotroski methodologies
Eight-step methodology covering thesis, structure, sizing, execution and review
Live track record updated monthly with results from real brokerage account
CPA verification of calendar year returns under AICPA AT-C Section 215
Free 30-minute one-to-one video walkthrough call
Post-hoc case study breakdown of a completed trade with thesis, structure, sizing and exit analysis
Blog with methodology posts, real trade walkthroughs and live experiments
Framework teaches how to structure options to catalysts and time windows
Educational content teaching options from first principles
Focus on fundamental company analysis as basis for trades
What makes it different
All figures sourced to their origin: filed statements with formulas and filing dates, or market data with its date
Nightly re-testing of your investment thesis against new filings, with alerts only when guardrails break
No investment advice, buy/sell recommendations, or fair value targets; you make all decisions
Focuses exclusively on long-term investors who research companies; explicitly excludes traders and model-portfolio followers
Public track record verified by a U.S. licensed CPA, not just asserted claims
Connects fundamental stock analysis with options structuring, bridging two separate disciplines
Combines disciplined risk management with deep equity research in a rules-based system
ValueScreener
Constellation Stocks