Explore the workspace

One connected research system, in full detail.

Discover opportunities, understand investments, evaluate portfolio fit, plan strategies, and review what changed.

Discovery and smart-money research

Compare quality growth, momentum, earnings, value, income, and social candidates alongside congressional, insider, and super-investor activity.

Watchlists with signal context

Track sortable symbols, price and valuation fields, smart-money columns, trim alerts, filters, custom tabs, and column controls.

Stock research and valuation

Review charts, fundamentals, peer valuation, custom peers, editable DCF and sector scenarios, saved views, dated AI summaries, and downloadable evidence.

Connected accounts and portfolio views

Connect supported accounts, set goals and allocation limits, include planned deposits, and review holdings, options exposure, stress, classification, and data quality.

Account-value history and comparisons

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.

Strategy Desk and research workspace

Compare stock and options strategies across price and volatility scenarios, then record your thesis, catalysts, invalidation rules, position sizing, alerts, and outcomes.

Re-evaluate saved strategies

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.

AI verification, analysis, and audio

Paid plans

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.

Practice and planning

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.

Demo portfolio at signup

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.

Simple, Detailed, and Expert analysis

Choose conclusions and essentials, reasoning and key metrics, or full quantitative diagnostics. Save global and page-specific preferences; available detail adapts to screen size.

Macro context and Market Pulse

Blend breadth, liquidity, valuation, earnings quality, and market regime data with a curated global brief built from dated public sources.

Personalized and contextual research

Elite and Ultra

Follow X, YouTube, Reddit, and Web/RSS sources, retain Market Pulse history, and keep contextual AI conversations about displayed analyses.

Alerts and notification history

Review portfolio, strategy, and account updates in the Notification Center. Set workspace price alerts and manage delivery preferences in your profile.

Market Desk monitoring

Ultra

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.

Free public research tools

Explore the public Valuation Map and dated stock research before subscribing, including methodology, freshness labels, and evidence limitations.