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. 1

    Gather current datawith Perplexity

    Pull recent news, filings, and metrics with Perplexity's cited search.

  2. 2

    Analyze filingswith Claude

    Summarize 10-Ks, earnings calls, and long reports with Claude's large context.

  3. 3

    Synthesize a thesiswith ChatGPT

    Draft a structured brief and pros/cons with ChatGPT.

  4. 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.