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Research Desk
Inside the deskWhat it answersSourcesFAQ
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Inside the deskWhat it answersSourcesFAQ

AI Research Desk · Public-Market Investors

Know what changed. Keep your thesis current.

Bring your portfolio, investigate companies from primary sources, and keep your research, decisions, and review triggers together — attached to the ticker they are about, instead of scrolling away in a chat log.

Create your deskExplore a sample research brief

One loop, one holding

  1. 01

    A holding moves

    You open AAPL and see the move, the earnings reaction, and how estimates have shifted.

  2. 02

    Review the evidence

    Filings, options flow, and levels sit on one page — sourced, not summarized.

  3. 03

    Update the thesis

    Record what you now believe and why, linked to the ticker.

  4. 04

    Set a review trigger

    Note the condition that would change your mind, and revisit it later.

Research Desk

Dashboard
Portfolio
Watchlist
Notes
Sessions
Tasks
Research

AAPL

342.69+2.23 (+0.65%)
Example
Trade setup · 1Y daily
TargetEntryStop

Last 10-Q

Sourced

Aug 1

SEC EDGAR

Fair value

Calculated

$353

DCF · 10y FCF

R : R

Calculated

2.8

Entry → target

Thesis

AI reading

Services margin expansion supports a higher multiple than the market is pricing in.

Supporting evidence

Sourced

10-Q gross margin 46.3%; options skew flat into the print — no crash hedging.

Next review condition

Your trigger

Revisit if Services growth prints under 10% YoY, or price closes below the stop.

Illustrative desk view · example ticker · prices and levels are not live

The questions that matter

Answers you can trace,
for one company at a time

What needs my attention?

Open the desk to your holdings and watchlist with today's moves, this week's catalysts and risks from the Weekly Pulse, and the reports you have already run — ahead of generic market tiles.

AAPL reports Thursday — it's on this week's catalyst list.

What supports this view?

Financials come from SEC EDGAR filings, options and volatility from CBOE, earnings and analyst estimates from Nasdaq, and daily prices from Yahoo Finance. Valuation and risk are computed in code, so sourced facts and calculated metrics stay distinct from AI interpretation.

Services margin from the 10-Q; DCF fair value figured, not guessed.

What would change my mind?

Write the thesis down with the condition that would invalidate it, then attach an alert or watchlist trigger so the review is waiting for you when the condition is met — not lost in a thread.

Revisit AAPL if Services growth prints under 10% YoY.

What did I learn?

Record the decision you actually made and why in the Bet Journal, linked to the ticker. Come back in three months and the rationale — and the outcome — are still there.

The AAPL entry, its rationale, and how it played out, kept together.

Sources & freshness

Where the numbers come from

Facts are pulled from primary sources and shown with their dates. Sourced facts, calculated metrics, and AI interpretation stay distinct, so you can always see where a claim came from.

Primary source

SEC EDGAR

Company financials and filings

Primary source

CBOE

Options chains and volatility

Market data

Nasdaq

Earnings, analyst estimates, insider and institutional flows

Market data

Yahoo Finance

Daily price history

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Live market snapshot · delayed quotes · refreshes each minute · shows “—” when unavailable

  • Market quotes are delayed, not real-time, and are labeled with the time they were fetched.
  • Valuation and risk are computed in code; interpretation is AI-generated and marked as such.
  • Everything here is for research and informational purposes only — not financial advice.

Questions

Common questions

What it is

A workflow tool for public-market equity investors. It is not a chatbot and not a screener. It links market context, research sessions, structured agents, portfolio tracking, and reusable Notes into one place.
Active investors who do their own analysis, including individual traders, fund analysts, and portfolio managers running their own process.
General AI tools are conversation surfaces. Research Desk is a workflow system: portfolio context is native, reports are persistent artifacts, tasks have execution state, and high-value research can be manually ingested into Notes instead of vanishing into a thread.

How it works

Financial statements and filings from SEC EDGAR, options chains and volatility from CBOE, earnings history and analyst estimates from Nasdaq, and daily price history from Yahoo Finance. Valuation, portfolio risk, technicals, and volume profile are calculated in code rather than generated by a language model.
Market quotes are delayed and labeled with the time they were fetched, shown separately from when a report was generated. The market snapshot refreshes about once a minute; filings and fundamentals update as new ones are published.
Yes. Ticker pages lead with a real candlestick chart you can pan, zoom, fit to the window, and open full screen, and ticker search is one tap from any screen.

Privacy & data

Your portfolio, watchlist, Notes, session history, and generated reports. Nothing is sold or used to train models.
Reports, sessions, and Notes stay linked to the tickers they belong to and persist in your account, so research you keep is still there when you come back to it.

Access

Yes — creating a free account (email or Google) sets up your desk so research and decisions persist. Research Desk is in early access; there is no paid plan today.
No. All output is for research and informational purposes only. Review Terms and Privacy before using for live decision-making.

Get Started

Stop losing the work.
Start the desk.

Bring your portfolio, run the first workflow, and keep what it finds.

Create your deskExplore a sample research brief

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