Context
Portfolio-Aware By Default
Holdings, cost basis, and sector overlap are in scope for every session and every agent run — so what comes back is about your book, not a generic ticker.
AI Research Desk · Public-Market Investors
Do the work once. Keep it forever.
Portfolio-aware agents, numbers pulled from SEC filings and CBOE options chains, and reports that stay attached to the ticker they are about — instead of scrolling away in a chat log.
Agent workflows
Briefing → Options Scout
Desk surfaces
Portfolio → Bet Journal
Primary sources
EDGAR · CBOE · Yahoo
AAPL
207.83+1.284 (+0.65%)3
J
Trade setup · 1Y daily
TargetEntryStop
Fair value
$214
DCF · 10y FCF
R : R
2.8
Entry → target
Position
4.1%
of book
Illustrative desk view · prices shown are not live
Why It Works
Built for investors who need a workflow,
not another chat surface
Sources
Primary Sources, Not Summaries
Financials come from SEC EDGAR filings, options chains from CBOE, price history from full daily bars. Every number traces back to where it came from.
Automation
Five Agents For The Repeatable Work
Daily Briefing, Weekly Pulse, Swing Scanner, Deep Analysis, and Options Scout — each a fixed workflow that produces the same shape of output every run.
Method
Deterministic Math Where It Belongs
Discounted cash flow, portfolio risk, technicals, and volume profile are computed in code. The model reads the output; it does not invent the arithmetic.
Memory
Research That Stays Put
Reports, sessions, and Notes stay linked to the tickers they belong to. Come back in three months and the work is still where you left it.
Follow-Through
From Idea To Logged Bet
Set alerts and watchlist actions straight from the research, then record what you actually did — and why — in the Bet Journal.
Workflow
From market context to follow-through
1
Step 01
Frame the desk
Set portfolio context, watchlist, and preferences once.
2
Step 02
Open the ticker
Chart, levels, filings, and options sit on one page — on desktop and on a phone.
3
Step 03
Launch the right workflow
Sessions for open-ended reasoning, agents for repeatable outputs.
4
Step 04
Keep what matters
Ingest the reports worth keeping into Notes and Research that evolve over time.
5
Step 05
Close the loop
Attach alerts and watchlist actions to the research, then log the bet you took.
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, 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.
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.
Access
Get Started
Stop losing the work.
Start the desk.
Bring your portfolio, run the first workflow, and keep what it finds.