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Research · Analyze · Invest

Research your next investment in the context of your portfolio

Fidusor connects your financial picture with market research, smart-money activity, valuation, technical signals, macro risk, and AI-powered insights in one intelligent workspace.

No credit card requiredCancel anytimeRead-only by default

You stay in control

Nothing happens without your approval.

Transparent methodology

Understand how scores and signals are built.

Portfolio-aware research

See how each idea fits your portfolio

Source visibility

Know where every research input comes from.

Complete research, one view

One stock. Six questions answered.

Explore an illustrative NVDA analysis in the context of a sample portfolio.

Example scores and signals—not current research, live data, or an investment recommendation.

Is it a good business?

88Quality

High-quality business with durable advantages.

Is it attractively valued?

64Valuation

Slightly above fair value across multiple methods.

What is the trend?

Bullish

Strong momentum with positive technicals.

What is smart money doing?

Accumulating

Institutional and insider activity is increasing.

What is the market environment?

Risk-On

Growth conditions are supportive.

Does it fit my portfolio?

Moderateconcentration

2.1% of portfolio value. Within your limits.

Portfolio-aware research

Don’t research stocks in isolation.

The same stock can be a good investment and still be a poor fit for your portfolio.

  • Same evidence. A more useful answer.
  • See concentration and correlation before you act.
  • Make higher-conviction decisions in your own context.

Illustrative comparison using sample prices, scores, and synthetic portfolio figures—not your holdings or current analysis.

Traditional research

A solid stock. Only part of the story.

A

AAPL

Apple Inc.

$207.32

+1.21%

Quality84
Valuation72
TrendBullish

Strong brand, solid financials, attractive valuation, and positive momentum.

Your daily brief

What changed today?

Portfolio-aware research updates, prioritized for review.

Illustrative brief with sample counts and updates—not today's market events.

3

Need attention

2

Improved

1

New risk

3

Events

NVDA

thesis improved

Earnings quality strengthened.

Positive
GTS

risk increased

Leverage and competitive pressure rose.

Review
SPY

valuation risk increased

The market multiple expanded.

Review

One connected system

One workflow.

From ideas to decisions, in the context of your portfolio.

01

Discover

Find ideas from valuation, smart money, and market pulse.

ScreenExploreMonitor
02

Research

Evaluate quality, valuation, technicals, macro, and AI evidence.

Deep analysisKey risks
03

Decide

See portfolio fit, concentration, and risk before acting.

Portfolio impactActionable context

Same data. A more complete answer.

◉ Strategy Desk

One opportunity. Full context.

Fidusor evaluates the investment, the market, your portfolio, and your objectives together.

Illustrative strategy example. Prices, premiums, probabilities, risk figures, and portfolio details are synthetic—not live quotes, forecasts, or recommendations.

Strategy ViewDetail View
Four specialist analyses

Stock Research

Company fundamentals & signals

Fundamentals
Strong
Earnings
Beat (Q2)
Valuation
Attractive
Technicals
Neutral
Smart Money
Accumulating

Market Context

Overall and sector conditions

Macro Regime
Risk-On
Sector Trend
Strengthening
Market Pulse
Bullish
Market Narrative
Mixed
Volatility
Elevated

Your Portfolio

Your current position and risk

Current Position
No position
Cash Available
$12,576
Sector Exposure
8% (Target ≤ 15%)
Concentration Risk
Low
Portfolio Risk
Within target

Your Objectives

Personalized to your goals

Goal
Income & Growth
Time Horizon
3+ years
Risk Tolerance
Moderate
Income Preference
Monthly / Options

✦   Strategy Desk

AI-powered, multi-context strategy analysis

NVDANVIDIA

$178.39 +1.2%

Market outlookConstructive

Strong long-term story with elevated near-term volatility.

Illustrative strategy comparisons

The Protector

Bull Put Spread

Limited risk

Generate income with defined downside risk.

Target Premium
$1.20
Max Loss
$380
Prob. of Profit
72%
Time to Expiration
30–45 days
View strategy →

The Yield Engine

Cash-Secured Put

Income

Earn income and potentially acquire shares at a lower price.

Target Premium
$2.85
Cash Required
$17,000
Prob. of Assignment
28%
Time to Expiration
30–45 days
View strategy →

The Accumulator

Jade Lizard (CSP + Call)

Accumulation

Accumulate shares with income and a downside buffer.

Target Premium
$3.10
Downside Buffer
~8%
Prob. of Profit
68%
Time to Expiration
30–45 days
View strategy →
ⓘ   Key considerations

Mixed narrative and elevated volatility can widen outcomes.

◇   Next steps

Review details, adjust parameters, then plan the idea.

Open in Strategy Desk →

For educational and research purposes only. Not investment advice.

More of your research workflow

From your first look to your next review.

Explore the tools behind the previews, with shared research, personal settings, and clearly defined paid-plan capabilities.

Account-value history

Compare estimated connected brokerage balances across accounts and periods. Changes include deposits and withdrawals; they are not investment returns.

Recheck saved strategies

Re-evaluate a saved strategy with current prices and account checks, then compare the results with the original research. No order is placed.

Start with a demo portfolio

New accounts include synthetic holdings so you can explore portfolio tools before connecting a supported brokerage.

Choose your analysis detail

Use Simple, Detailed, or Expert analysis modes, with saved page preferences. Available detail adapts to your screen size.

Market Pulse and conversations

Read the shared global brief. Elite and Ultra add personalized sources, saved history, and contextual AI conversations about the analysis.

Workspace and alerts

Record theses, catalysts, risk plans, and outcomes. Track price alerts and research notifications alongside your watchlists.

Paper-trading practice

Schedule simulated stock or ETF trades and review their history. Paper trading does not place orders with your brokerage.

Research you can listen to

Paid plans include research audio and personal audio within the plan's allowance. Review the underlying evidence as you listen.

Explore all features →

Choose your plan

Start with Free—no credit card required. Paid plans offer a 14-day trial with a card; billing begins afterward unless you cancel.

Recommended for long-term investors

No credit card required

Fidusor Free

Connected accounts, planning, and shared research, with no credit card required.

$0/mo

No payment details

No trial expiration

Free includes:

  • Read-only connections to supported financial accounts
  • Holdings, balances, allocation views, and watchlists
  • Investment goals, cash reserves, and planning tools
  • Shared stock research and current Global Market Pulse
Start free

Personal AI generation, audio, verification reruns, and personalized research require a paid plan.

Fidusor Core

The complete research and portfolio workflow for individual investors.

$17/mo

$0 due today

14-day free trial

Annual commitment, billed annually after the trial.

Save $36/year compared with monthly

  • Research, valuation, portfolio analysis, strategies, alerts, and paper trading
  • Trading Workspace with thesis journal, risk plan, events, and price alerts
  • Global Market Pulse, AI evidence summaries, and one personal audio play per day
  • 15 AI verification reruns and 15 valuation AI summaries per day
⭐ BEST VALUE

Fidusor Elite

Everything in Core, with personalized market research and more AI analysis.

$24/mo

$0 due today

14-day free trial

Annual commitment, billed annually after the trial.

Save $48/year compared with monthly

  • Everything in Core
  • Personalized Market Pulse sources, refreshes, history, and source-post review
  • Contextual research conversations, workspace AI tools, and portfolio risk analysis
  • 30 AI verification reruns and 30 valuation AI summaries per day

Fidusor Ultra

Everything in Elite, with the highest AI allowances and exclusive Market Desk access when available.

$39/mo

$0 due today

14-day free trial

Annual commitment, billed annually after the trial.

Save $108/year compared with monthly

  • Everything in Elite
  • Market Desk monitoring, setup detection, and Strategy Desk handoffs, subject to service availability
  • 120 contextual analyses and 20 portfolio risk analyses per day
  • 50 followed Market Pulse sources and 12 personalized refreshes per day
  • 75 AI verification reruns and 75 valuation AI summaries per day

Compare AI and personalization capacity

Free includes connected accounts and shared research. Compare paid AI allowances below.

CapabilityCoreEliteUltra
Complete research and portfolio workflowIncludedIncludedIncluded
Market Desk monitoring——Subject to availability
AI verification reruns/day153075
Valuation AI summaries/day153075
Contextual research analyses/day—30120
Portfolio AI risk analyses/day1520
Market-post analyses/day—1040
Followed Market Pulse sources—2550
Personalized Pulse refreshes/day—312
Personal audio/day1No daily ceiling*No daily ceiling*
Support messages/day2550150
Rolling AI credits/30 days1,5002,5005,000

*No daily ceiling remains subject to per-minute rate protection, rolling AI-credit limits, caching, and anti-abuse controls. Limits may be adjusted as service costs change.

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Before you begin

Frequently asked questions

What can I explore before subscribing?

Browse public research without signing in, or create a Free account with Google or email—no credit card required. Start with a demo portfolio using synthetic holdings, then connect your own supported accounts. Free includes holdings and allocation views, watchlists, planning tools, and shared research. Personal AI tools require a paid plan.

How does the 14-day trial work?

Choose a plan and enter a payment method in secure Stripe checkout. Nothing is due today. Billing starts after 14 days unless you cancel, and you can manage or change your plan through Stripe.

What accounts can I connect?

Use the secure connection flow to add supported brokerage accounts and supported bank or cash accounts. Availability depends on the institution and connection provider.

Does connecting an account allow Fidusor to trade?

No. Portfolio access is read-only by default. Brokerage trading is not currently supported. Manual order placement is planned for a future release and, when available, will require the user to explicitly initiate and review each order before submission. Fidusor will not automatically execute trades or place orders on the user's behalf.

How should I use Fidusor's scores and AI summaries?

They are research inputs, not recommendations. Fidusor exposes source dates, freshness and missing-data states, methodology, risk labels, and portfolio context so you can inspect the evidence before making your own decision.

What is the difference between Free, Core, Elite, and Ultra?

Free covers connected accounts, planning, and shared research without a card. Core adds AI verification reruns, valuation AI summaries, one daily portfolio risk analysis, and personal audio. Elite adds personalized Market Pulse sources and contextual AI conversations. Ultra adds Market Desk monitoring, subject to service availability, and higher AI research allowances. Market Desk supports research and planning, not brokerage order execution.

Research with the full picture

Understand the investment.
Understand the portfolio impact.

Research investments, monitor what changed, and make decisions in the context of your portfolio

You stay in control

Nothing happens without your approval.

Transparent methodology

Understand how scores and signals are built.

Portfolio-aware research

See how each idea fits your portfolio