AdvancedEst. $40 / month
Research Stocks with AI
Build a repeatable investment research process with AI — gathering data, analyzing filings, and summarizing findings. Always pair AI output with your own judgment and verified sources.
For: Individual investors and analysts
Step-by-step
- 1
Gather current datawith Perplexity
Pull recent news, filings, and metrics with Perplexity's cited search.
- 2
Analyze filingswith Claude
Summarize 10-Ks, earnings calls, and long reports with Claude's large context.
- 3
Synthesize a thesiswith ChatGPT
Draft a structured brief and pros/cons with ChatGPT.
- 4
Organize findingswith Notion AI
Store the research and track ideas in Notion AI.
Expected outcome
A structured research brief on a company or sector, with cited sources.