Institutional-quality equity research, rebuilt for the AI era.
Screen global stocks, question the thesis with Alpha Agent, and open a first-of-its-kind AI valuation engine that builds a rigorous 15-year DCF with bear, base, and bull scenarios in seconds.
Start Research Without Signing Up
If you just want to explore the platform first, type a company name or ticker and jump straight into the research workflow.
Interactive Demo Video
Built by a real institutional investor
Created and used by a US pension-fund investor managing roughly $1B in equities.
Global stock coverage
The workflow is built for international equities, not only US large caps.
Credible hard data
Financials, prices, and earnings estimates are sourced from Financial Modeling Prep.
Cited AI synthesis with Verify, Analyze, Simplify
AI-generated research is inspectable and actionable with inline controls that verify claims, deepen analysis, or simplify complexity.
Patent-pending-style AI valuation workflow
The platform pairs a first-of-its-kind AI DCF workflow with proprietary scoring logic that feels materially different from generic research tools.
Why This Feels Different
A small number of features change the whole research experience
Most competing tools give you data, scattered analysis, or a generic AI wrapper. This platform combines proprietary valuation logic, cited AI synthesis, and a full company workflow in one interface.
Patent-Pending Edge
Advanced valuations that start with a view, not a blank spreadsheet
Open any global company and get an AI-built intrinsic value framework with 15-year bear, base, and bull scenarios, plus the freedom to edit every key assumption yourself. The same patent-pending stack also powers custom scoring frameworks that roll into a final investable view.
Advanced Valuations
AI-built DCF for AMZN
15-year bear, base, and bull scenarios with editable assumptions, cited rationale, and a final tearsheet recommendation.
Base fair value
$323
Bear case
$119
-42.5% vs current price
Base case
$323
+56.4% vs current price
Bull case
$672
+225.2% vs current price
Valuation matrix
WACC vs terminal growth
Patent-pending scoring stack
Final output: AI tearsheet + Buy / Hold / Sell framing
Custom scores flow into an overall investable score and a final investment synthesis, not just isolated point estimates.
First-Of-Its-Kind Copilot
Alpha Agent turns every page into an interactive analyst conversation
Alpha Agent lets you question the thesis in context, choose the model you want, and get structured answers with citations instead of generic chatbot output.
Available model choices
One Research Workspace
Move from watchlist to thesis to valuation in one place
From search and watchlist to company dashboards, scorecards, and deep research tabs, the platform is designed as a full workflow rather than a collection of disconnected tools.
Explainable AI
Every AI-generated section can be verified, analyzed, or simplified
AI is helpful only when it is inspectable. Each generated section can be checked, expanded, or translated into plain English without leaving the page.
Inline Verify / Analyze / Simplify actions
Founder Credibility
Built by someone who actually does this work professionally
Institutional seat
~$1B managed
Experience
12+ years investing
Credentials
MBA, CFA, engineer
The product is shaped by someone who actually underwrites businesses professionally and uses the workflow in real research, not by a generic AI wrapper team.
Roadmap
A bigger platform vision is already taking shape
Today the edge is research. Over time, the platform can become the full operating system for global equity idea generation and execution.
Top Picks
A curated layer of the best global opportunities can evolve the product from research utility into idea source.
Brokerage workflow
Direct buy and sell capability can make the platform part of the full investment loop, not just pre-trade research.
Competitive Positioning
What Serious Investors Get Here That Traditional Platforms Still Do Not Offer
The point is not just lower cost. It is that this platform combines institutional workflow depth, proprietary AI scoring logic, an integrated tearsheet, and model-driven interactivity that legacy data terminals and general-purpose AI tools still do not replicate.
| Feature | InvestingInsights.AI This platform | Bloomberg Terminal | FactSet Enterprise | Morningstar Research | Perplexity Finance | ChatGPT / Claude / Gemini General AI |
|---|---|---|---|---|---|---|
| AI-built 15-year DCF with bear, base, and bull scenarios | Patent-Pending | |||||
| Editable valuation assumptions layered on top of the model | ||||||
| Patent-pending AI scoring frameworks feeding a final investable score | Patent-Pending | |||||
| Final tearsheet with investable score and Buy / Hold / Sell framing | ||||||
| Alpha Agent multi-model research copilot in company context | ||||||
| Verify / Analyze / Simplify actions on AI-generated sections | ||||||
| AI-powered business, moat, growth, management, risk, and sentiment analysis | ||||||
| Global stock coverage | ||||||
| Financial statements, ratios, earnings estimates, and price data in one workflow | ||||||
| Built by an active institutional investor for daily real use | ||||||
| Current access | Free Beta | ~$25,000 | ~$15,000 | ~$250 | ~$20/mo | ~$20-$200/mo |
Comparison based on publicly visible workflows and feature sets as of 2026. Pricing and capability labels are directional and meant to help users understand workflow differences, not serve as a contractual product matrix.
Final CTA
Try the platform that makes equity research feel modern again.
Institutional-quality workflow, a first-of-its-kind AI valuation engine, cited copilot support, global coverage, and free beta access while the product is still being refined.