Latest Research
Hands-On Test: WorkBuddy x DeepSeek V4.1 Flash for Stock Research
WorkBuddy can speed up data collection and calculations, but time ranges, attribution, units, and judgment conditions still require investors to verify on thei…
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How to Use AI to Analyze a Company: Generate a One-Pager with a Single Sentence
With just one sentence, AI can automatically integrate a company's business, financial performance, growth drivers, and risk information to generate a clearly…
Most AI Investment Tools Are Giving Answers. Investors Need Better Questions.
Can you trust AI investment tools? Use these 7 questions to find out fast.
How to Make AI Remember Your Portfolio
Fill your holdings, focus themes, and investment rationale into a context template all at once, and AI can remember your research background across conversatio…
How to Evaluate the Investment Research Capabilities of Large Language Models?
Shift individual investors' criteria for evaluating financial LLMs from "which is stronger" to "which failure modes are unacceptable," and provide a self-testa…
What Is an Investment Avatar?
An investment avatar preserves a user's or analyst's research framework and judgment structure, enabling users to ask expert-level follow-up questions around t…
What Is an Investment Research Agent?
An Investment Research Agent isn't a tool that places trades for you — it's an AI research assistant that breaks investment research into a verifiable structur…
AI Investment Research Tools Compared in 2026: How Six Product Categories Are Moving from One-Off Q&A to Continuous Research
When "the first step of research" becomes nearly free, where exactly is the next foothold for AI-powered investment research?
What Is the Market Repricing After Earnings?
Find the variables the market is repricing across revenue, margins, guidance, and cash flow.
What Management Really Said on the Earnings Call
Spot changes in tone, guidance, and Q&A, then turn them into a watchlist for next quarter.
Hold, Trim, or Exit? Build a Better Sell Process
Set exit conditions, warning signals, and position actions before emotion takes over.
Insider Buying: Conviction or Noise?
Separate meaningful insider activity from compensation, tax sales, and routine transactions.
When Congressional Trades Matter
Check disclosure timing, policy windows, and sector exposure before treating a trade as a signal.
Find the Risks That Could Break Your Thesis
Scan financial quality, valuation, crowded narratives, and event risk before you buy.
Understand the Business Before You Buy
Review the business model, growth, earnings quality, valuation, and key risks in one framework.
Find Research Signals on X
Separate opinion, breaking news, and sentiment to surface leads worth verifying.
Pressure-Test Your Bull Case
Put the bull and bear cases against the same evidence to find the weakest assumption.
