Financial & Market Data
The company and market data each investing framework requires.
- Company financials
- Prices and market history
- Reporting periods
- Company events
A decision workspace for stock investors.
Research stocks with proven investing frameworks, make sense of the results with plain-English AI explanations, and keep the thinking behind each decision in one place.
Silent interface demonstration showing a user selecting stocks, choosing investing models, generating an analysis, reviewing model results and plain-English explanations, and carrying the findings into the connected decision workspace. The surrounding page describes the same workflow in text.
Stock research is scattered. So are the decisions that follow.
Screeners, broker dashboards, spreadsheets, news, notes, watchlists, and portfolio views often live in separate places. What gets lost between them is the thread connecting the evidence to the conclusion.
Every stock becomes a workspace.
Open a ticker and see the full record around it: the analysis you ran, the changes you noticed, the thesis you formed, and the conditions that would challenge it. Analysis, watchlists, portfolio exposure, signals, notes, and decision history stay attached to the same stock.
AAPL
Historical market data through 2026-08-13 · Static product previewAnalysis and journal content is illustrative.
A repeatable loop from idea to review.
Discover a company, analyze it, capture the thesis, follow what changes, and return to the decision with the original assumptions still visible.
01
Discover
Find stocks worth a closer look.
02
Analyze
Test them through structured investing frameworks.
03
Decide
Capture thesis, risks, and invalidation points.
04
Track
Watch what changes after the decision.
05
Reflect
Separate process quality from market outcome.
06
Improve
Recognize patterns and make your next decision more disciplined.
One workflow, one system, from first idea to later review.
Connected investing workflow.
Discovery, analysis, watchlists, portfolios, signals, and journal entries all share the same ticker context, so you can move through the workflow without rebuilding the story each time.
Examine a stock from several investing angles.
Compare how a company looks across value, growth, income, momentum, financial health, sentiment, and business quality.
- 20+ investing models
- Model-based analysis
- Plain-English interpretation
Investing frameworks inspired by great investors.
Explore 20+ models shaped by established approaches to value, growth, momentum, income, financial health, sentiment, and business quality.
Warren Buffett
Quality / Intrinsic valueBusiness quality and long-term value
Benjamin Graham
Deep valueMargin of safety and valuation discipline
Peter Lynch
Growth at a reasonable priceGrowth, earnings durability, and business familiarity
William O’Neil
CAN SLIM / MomentumGrowth, market leadership, and price strength
James O’Shaughnessy
Factor-based valueFactor discipline and trending value
Joel Greenblatt
Quality / ValueBusiness quality paired with valuation
Compare several perspectives before forming a view.
Defined models turn financial data into analysis you can understand.
StockGeniuses prepares the financial and market information each framework requires, applies its defined calculations and rules, and brings the results together in one workspace. AI then helps explain what the analysis shows and where uncertainty remains.
StockGeniuses Engine
Prepare the inputs
- Align reporting periods
- Organize required metrics
- Review data coverage and missing inputs
- Confirm framework eligibility
Apply defined model logic
- Run framework-specific calculations
- Apply assumptions and scoring rules
- Apply relevant valuation, growth, quality, and risk checks
Decision Workspace
The result stays connected to the stock and the decision around it.
- Model results and AI explanations
- Portfolio and watchlist context
- Signals and company changes
- Journal and decision history
Built for investors who want a process, not a prediction machine.
For self-directed investors who want a consistent way to research companies, make deliberate decisions, and learn from earlier choices.
Built for
Investors who want structure
Not built for
Users looking for predictions
Self-directed investors
Day traders
Long-term thinkers
Signal chasers
Semi-professional investors
Guaranteed-return seekers
Ambitious beginners who want structure
Users looking for buy/sell calls
Investors who want clarity without hype
Investors chasing hype
One complete research workflow. Two ways to use it.
Start with 14 days of Premium features, with trial analysis limits, no credit card required, and no automatic billing. Continue with Premium for the complete workflow, or choose Pro for higher-volume research.
Premium
Best for most investorsFor self-directed investors managing an active stock research process.
$29/month
Or $290 per year when billed annually.
- 100 stock analyses per month
- 20 Discover sessions per month
- Every core StockGeniuses capability
- Standard support
Pro
For higher-volume researchFor active investors researching more companies and working at greater scale.
$59/month
Or $590 per year when billed annually.
- Everything in Premium
- 300 stock analyses per month
- 60 Discover sessions per month
- Priority support and early feature access
Included in both plans
Premium and Pro include the same complete decision workflow. Pro adds capacity, not a better product.
Structured stock analysis
20+ investing frameworks, Core Metrics, and cross-category Summary.
Plain-English interpretation
Model meaning, drivers, data quality, uncertainty, and tradeoffs.
Stock Discovery
Candidate screening, ranking, rationale, and batch research actions.
Connected ticker context
Company overview, timeline, earnings context, signals, and history.
Portfolios and monitoring
Unlimited watchlists and manual portfolios with connected stock context.
Decision memory
Unlimited research notes, thesis, risks, invalidation, decisions, and reviews.
Questions before you get started
A few practical answers about the product and its scope.
No. StockGeniuses supports research and decision-making by bringing analysis, AI explanations, and your own notes into one workspace. It does not provide personalized financial advice, buy/sell recommendations, or guaranteed outcomes.
StockGeniuses is currently focused on publicly traded equities. Crypto, commodities, bonds, forex, options, and other security classes are not supported at launch.
AI explains model outputs, summarizes relevant information, highlights tradeoffs, and helps you review earlier decisions. It does not tell you what to buy or replace your judgment.
It is designed for self-directed investors—from ambitious beginners to experienced retail investors—who want a consistent way to research companies and revisit their decisions over time.
No. The product is designed for company research, portfolio awareness, and decision review rather than rapid-fire trading or short-term signals.
The platform includes 20+ models spanning value, growth, dividend income, momentum, financial health and risk, sentiment, and core company metrics.
Yes. Analysis, watchlists, portfolios, signals, and journal entries share ticker-level context, so the research record stays together as it develops.
It means every ticker can hold its own analysis, company overview, timeline, signals, journal entries, and decision history—giving you one record to return to as the story changes.
You will join the StockGeniuses early-access list. We will use your email to send launch updates, access details, and availability information as the platform approaches public release.
Bring your stock research into one connected workflow.
Keep analysis, AI explanations, watchlists, portfolios, signals, and journal entries connected from the first idea to the later review.
No buy/sell signals. No hype. Just a calmer workspace for better stock decisions.