Discovery and smart-money research
Compare quality growth, momentum, earnings, value, income, and social candidates alongside congressional, insider, and super-investor activity.
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Discover opportunities, understand investments, evaluate portfolio fit, plan strategies, and review what changed.
Compare quality growth, momentum, earnings, value, income, and social candidates alongside congressional, insider, and super-investor activity.
Track sortable symbols, price and valuation fields, smart-money columns, trim alerts, filters, custom tabs, and column controls.
Review charts, fundamentals, peer valuation, custom peers, editable DCF and sector scenarios, saved views, dated AI summaries, and downloadable evidence.
Connect supported accounts, set goals and allocation limits, include planned deposits, and review holdings, options exposure, stress, classification, and data quality.
Review estimated connected brokerage balances by account over periods from one month to one year, where history is available. Values include cash, deposits, and withdrawals; changes are not investment returns.
Compare stock and options strategies across price and volatility scenarios, then record your thesis, catalysts, invalidation rules, position sizing, alerts, and outcomes.
Recheck a saved strategy with current prices and account checks. Compare entry prices, probability of profit, risk, and quote timestamps with the original research. Saved research is retained and no order is placed.
Core adds evidence verification, valuation AI summaries, research audio, and one daily portfolio risk-mitigation analysis. Elite and Ultra add thesis challenges, portfolio-fit analysis, risk-plan review, and higher portfolio risk-mitigation limits. Personal audio is subject to plan allowances.
Schedule automated stock or ETF paper trades and review their history. Use stock and multi-leg options tools to plan and evaluate ideas; brokerage trading is not currently supported.
Explore portfolio tools with synthetic holdings included in a new account, before connecting your own supported brokerage. Demo data is separate from your real accounts.
Choose conclusions and essentials, reasoning and key metrics, or full quantitative diagnostics. Save global and page-specific preferences; available detail adapts to screen size.
Blend breadth, liquidity, valuation, earnings quality, and market regime data with a curated global brief built from dated public sources.
Follow X, YouTube, Reddit, and Web/RSS sources, retain Market Pulse history, and keep contextual AI conversations about displayed analyses.
Review portfolio, strategy, and account updates in the Notification Center. Set workspace price alerts and manage delivery preferences in your profile.
Monitor market setups, review supporting evidence, and carry research into strategy planning, subject to service availability. Market Desk is a research tool; it does not place brokerage orders.
Explore the public Valuation Map and dated stock research before subscribing, including methodology, freshness labels, and evidence limitations.