Your thesis, against every filing, checked.
Write down what has to stay true. We read every 10-Q and 10-K, and tell you what broke.
NVDA
Q2 FY2027 10-Q
- Revenue grows 50%+ a year+0.0%✓
- US revenue grows 30%++0.0%✓
- Gross margin stays above 75%0.00%!
- Ships the next data centre platform✓
Write the thesis
What you believe, and why the market has it wrong.
Name the premises
A margin floor. A region's growth. A promise management keeps making.
Get told what broke
Every filing is tested against every premise.
Built so you can check its work.
Evidence you can click
Every verdict opens onto the filing it came from.
Numbers handled properly
Fiscal quarters, derived Q4s, restatements, splits.
Regions and segments
Track exactly what a company reports, or group it yourself.
Quoted word for word
AI reads the text. Only verbatim quotes count.
Rules decide, not the model
Fixed rules weigh the text and the numbers.
Your reasoning, versioned
See what you believed, and when.
Research
Theses written the way the product works: the claim, the premises, and what would prove it wrong.
First posts coming soon.
Pricing
Start free. Upgrade when you are watching more than a couple of ideas.
Free
$0
Try it on an idea you already hold.
- 2 company workspaces
- Every metric and ratio, on any basis
- Revenue by region, segment and product
- Filing-text premises, to see how they read
- Exports to CSV and Excel
Standard
$8/month
For keeping a handful of ideas honest.
- 10 company workspaces
- Filing-text premises read by AI, every quote verified
- Search filings by meaning
- 13F ownership tracking
- Everything in Free
Pro
$20/month
For a whole portfolio of theses.
- Unlimited workspaces
- The largest monthly AI allowance
- Research articles with live filing data
- Everything in Standard
Enterprise
Talk to us
For a team working the same names together.
- Shared team workspaces
- Members and roles
- Allowances set to your usage
- Everything in Pro