Build your custom research pipeline once: connect your targeted universe, chain filters, define scoring rules, and use AI nodes to encode your proprietary investment thesis. Then, run it across hundreds of stocks at once.
Core Platform Features:
* Comprehensive earnings call quality and transcript text parsing.
* Deep 10-K financial health evaluations and fundamentals screening.
* Instant tracking of insider trading signals via Form 4 filings.
* Unified data integration including SEC EDGAR filings, technical indicators, analyst consensus, and FRED economic data.
Each run processes your parameters in minutes to deliver a ranked, scored shortlist of investment actionable items straight to your email inbox, Google Sheets, or Slack workspace. It handles work that traditionally took a research team weeks to execute with zero coding required.
Our platform is ideal for boutique RIA analysts, independent analysts, and active investors who want institutional-depth market coverage without building a complex engineering infrastructure.
Get started by visiting us at https://www.cutonce.ai/