Stock Research
This article covers Stock Research: AI research reports on individual companies, grounded in SEC filings where the company’s filings are indexed. It opens from the search (the Generate AI research action), from a company overview page, or from a saved link; it is not a sidebar entry.
Individual Stock Analysis
Enter any ticker symbol and click "Analyze" to receive an AI-generated research report. The report includes:
- Summary: A concise overview of the company and its current market position
- Strengths: Key positive factors and competitive advantages
- Risks: Potential threats and challenges to be aware of
- Outlook: What the company itself projects or faces, per its filings
Reports describe; they do not advise. There are no ratings, buy/sell calls, or price targets.
The analysis also displays live market data including price, market cap, P/E ratio, dividend yield, beta, and 52-week range.
Portfolio Composition Snapshot
Open a portfolio and click Run Snapshot in the Composition section at the bottom of the page for a factual readout of its composition, computed directly from your holdings (no AI involved):
- Concentration index (HHI) with the standard 1,500 / 2,500 bands
- Largest position and top-5 weight
- Sector and country mix
Every figure is a named calculation. The snapshot describes your portfolio's composition; it assigns no score or grade and makes no recommendation to buy, sell, or rebalance.
Equity Research by Plan
| Plan | Equity Research |
|---|---|
| Free | One filing-grounded Stock Research answer, on an indexed company |
| Premium | Included |
Note: the Assistant and Stock Research are Premium. The composition snapshot (on each portfolio page) and theme search are available on every plan. Premium research is subject to a fair-use policy that guards against automated abuse. Normal interactive use won't run into it.