Stock Research
The Equity Research page offers three powerful tools for investment analysis.
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 — Forward-looking assessment of the stock's prospects
- Verdict — An overall rating: Bullish, Neutral, or Bearish with reasoning
The analysis also displays live market data including price, market cap, P/E ratio, dividend yield, beta, and 52-week range.
Portfolio Health Check
Select a portfolio and run a Health Check to receive an AI assessment of your overall portfolio. The health check evaluates:
- Diversification quality
- Concentration risks
- Sector balance
- Position sizing
Results include a score (0-100), a letter grade, specific issues flagged by severity (critical, warning, info), and general considerations to review. These are educational observations about your portfolio's composition. Not investment advice or recommendations to buy or sell.
Equity Research by Plan
| Plan | Equity Research |
|---|---|
| Free | Not available |
| Pro | Included |
| Premium | Included |
Note: Equity Research (stock analysis, health checks, and smart search) requires a Pro or Premium plan and is subject to a fair-use policy that guards against automated abuse. Normal interactive use won't run into it.