An institutional-grade research workflow for individual investors. Select an analytical workflow, specify a company, and the analyst builds a structured, evidence-first investment memo — from operating model through valuation.
The analyst ships with a set of analytical workflows — structured prompts that guide the AI through a rigorous, evidence-first research process. Select a workflow, enter a company or ticker, and the analyst builds the analysis end-to-end.
[01]
INITIATION ANALYSIS
Full tear sheet — operating model, moat assessment, financial architecture, capital allocation, and valuation range.
[02]
SEGMENT UNIT ECONOMICS
Sum-of-the-Parts from disclosed segment financials. Surfaces hidden value and structural drags.