AI Reads SEC Filings So You Don't Have To
Stop spending hours reading 200-page 10-Ks. Our AI analyzes any public company document in 30 seconds—extracting key metrics, highlighting risks, and summarizing what matters.
Revenue: $394.3B (+7.8% YoY)
Key Risk: Supply chain concentration in China
Notable: Services revenue hit record $85.2B
Recommendation: Strong fundamentals, monitor geopolitical risks
Research Like a Professional
Institutional-quality tools designed for serious investors
AI Document Analysis
Upload any 10-K, 10-Q, or earnings call transcript. Get instant summaries with key metrics, risks, and opportunities. Save hours on every investment decision.
- 50 AI analyses per month
- 10-Ks, 10-Qs, 8-Ks, earnings calls
- Key metrics automatically extracted
- Risk and opportunity identification
Company Research Hub
Deep dive into 10,000+ public companies. Access complete SEC filing history, financial statements, and key metrics all in one place.
- 10,000+ public companies
- Complete SEC filing history
- Financial statements & metrics
- Industry comparisons
Side-by-Side Comparison
Compare stocks against competitors. Analyze valuations, growth rates, profitability, and key metrics to make informed decisions.
- Multi-company comparison
- Valuation metrics (P/E, P/S, EV/EBITDA)
- Growth rates and profitability
- Industry benchmarking
Portfolio Tracking
Monitor your investments in one place. Track performance, see gains and losses, and understand how your portfolio is performing.
- Real-time portfolio tracking
- Performance analytics
- Gain/loss reporting
- Portfolio diversification insights
Free Tools + Pro Research = Complete Platform
Start with powerful free tools, add professional research when you're ready
Free Tools
- ✓ Smart Budgeting
- ✓ Unlimited Savings Goals
- ✓ Net Worth Tracking
- ✓ Debt Payoff Planner
- ✓ Complete Financial History
- ✓ Export Your Data
- ✓ No Ads, Ever
Pro Research
- ✓ AI Document Analysis
- ✓ 10,000+ Company Database
- ✓ Company Comparison
- ✓ Portfolio Tracking
- ✓ SEC Filing Access
- ✓ Priority Support
Complete Platform
Everything you need from your first budget to your first million. One platform that grows with your financial journey.
Who Should Upgrade to Pro?
✅ You're Ready for Pro If:
- You have money to invest (or will soon)
- You want to research individual stocks
- You value your time (3 hours → 30 seconds)
- You want institutional-quality research
- You're tired of information overload
✅ Stick with Free If:
- You're focused on debt payoff and saving
- You invest through target-date funds only
- You're building your financial foundation
- You're not ready to research individual stocks
- You prefer hands-off investing
💡 Not Sure? Start free. Upgrade anytime. Downgrade anytime. No penalty.
Simple, Transparent Pricing
Start free, upgrade when you're ready to invest
Free Forever
Pro
Your Questions Answered
What's included in the 14-day free trial?
You get full access to all Pro features for 14 days—50 AI document analyses, company research, comparison tools, and portfolio tracking. No credit card required to start.
Can I downgrade back to Free anytime?
Absolutely. Downgrade anytime, no questions asked. Your free features remain fully functional forever. We only make money when you're actively using Pro features.
How secure is my data?
Bank-level encryption, zero-knowledge architecture, and regular security audits. We never sell your data. Your financial information stays private.
What are the 50 AI analyses per month?
Each time you use AI to analyze a document (10-K, 10-Q, earnings call), it counts as one analysis. 50/month is enough for serious research on 10-15 companies.
Do you offer student or annual discounts?
Yes! Email us at [email protected] with proof of enrollment for a 50% student discount. Annual plans get 2 months free ($290/year instead of $348).
How is this different from other investment platforms?
Most platforms either charge you per trade, sell your order flow, or push expensive managed funds. We charge a flat $29/month for research tools and respect your autonomy.
Ready to Upgrade Your Research?
Start free, add Pro when you're ready to invest. Downgrade anytime, no penalty.