Financial Analysis Suite

Institutional-grade analysis tools for your portfolio

NEW AI-POWERED
Tools
Analysis Tools

Earnings Report Generator

Institutional-grade earnings analysis from a single ticker. 8-12 page research note format — like having a Goldman Sachs analyst on demand.

  • Revenue & earnings trend (4 quarters)
  • Segment analysis & margin changes
  • EPS surprises & analyst recommendations
  • Balance sheet highlights (debt, cash, equity)
  • Price target consensus & valuation summary
  • Risk factors (debt/equity, short interest, beta)
python3 scripts/earnings_report.py AAPL
python3 scripts/earnings_report.py NVDA

Investment Thesis Tracker

Create and track why you hold each position. Auto-evaluates whether your thesis is still intact based on current data.

  • Create thesis with bull/bear points auto-generated
  • Entry price, target price, stop loss (calculated)
  • Conviction level: HIGH / MEDIUM / LOW
  • Catalyst tracking (earnings dates, dividends)
  • List all theses with live P&L
  • Evaluate: checks if thesis still holds or stopped out
python3 scripts/thesis_tracker.py create NVDA
python3 scripts/thesis_tracker.py list

DCF / Valuation Engine

Three-method valuation: DCF, Comparable Analysis, and Graham Formula. Gives you a consensus fair value with margin of safety.

  • DCF: 5-year FCF projection, WACC discount, terminal value
  • Comps: PE, PS, PB multiples by sector
  • Graham Formula: Classic value investing approach
  • Consensus fair value + 25% margin of safety
  • BUY / HOLD / SELL recommendation
  • Full assumptions transparency
python3 scripts/dcf_valuation.py AAPL
python3 scripts/dcf_valuation.py NVDA
Results
Latest Analysis Results

Auto-refreshed every 24 hours. Data stored in data/earnings/, data/theses/, and data/valuations/.

Earnings Report

Run earnings_report.py TICKER to generate

Ready

Thesis Tracker

Run thesis_tracker.py create TICKER to start

Ready

Valuation Engine

Run dcf_valuation.py TICKER to calculate

Ready
Integrations
How It Connects
ToolHow It Connects
ETF TrackerValuation engine can assess ETFs; crisis scores feed into thesis conviction
Risk AnalysisThesis tracker evaluates risk per position; DCF feeds into position sizing
Crisis BriefingCrisis events auto-evaluate thesis integrity (e.g., Iran → oil thesis at risk)
Dip AlertsWhen a stock hits buy zone, thesis tracker checks if thesis is still valid
Crypto AnalysisValuation engine can assess crypto via on-chain metrics (separate module)
Roadmap
What's Next?

This suite is based on Anthropic's finance plugin architecture but runs locally on your data, your schedule, with no subscription fees. Coming soon: