Value investing stock screener and thesis monitoring

You build your stock portfolio. We keep checking it still holds.

Screen on your conditions.Write what must stay true.Hear the night it breaks.

Card at signup. First charge day 15. One-click cancel.

The screen

Sixteen disciplines, each one somebody else's published work.

Write the conditions yourself, or start from one that has been argued over for decades. Each names the book it came from and where ours differs, so you can check it against the original.

Graham Defensive: The Intelligent Investor, rev. ed. 1973, ch. 14.
Magic Formula: Greenblatt, The Little Book That Beats the Market, 2005.
Piotroski F-Score: Piotroski, Journal of Accounting Research, 2000.
Lynch GARP: Lynch, One Up on Wall Street, 1989.

A screen is a filter you wrote. We never choose it, never re-order what it returns, and never say a word about any company in it.

The deliverable

And then we keep checking, every night, and write only when one breaks.

Inbox

Example

Thesis assumption breached: operating margin

7h ago

You assumed operating margin stays at or above 12%. Last night's check read 10.90% from the FY2025 statements filed Feb 19, 2026. Fires once, then silent while the breach persists.

Open

Recovered: return on invested capital back above 20%

Jun 3

Quiet note, no email. Re-armed for the next breach.

Fires once: One email the night a line breaks. None after it.
Quiet otherwise: You can see every check that found nothing.
Never a false alarm: A missing number reads n/a, and n/a never fires.
One price, always: No launch rate, no exit discount. Cancel in one click.

Tracker / 1 of 7

What you own, and what changed

Your share of earnings, what filed since your last visit, and where you are concentrated.

The tracker for a twelve position book: 60.6 thousand dollars of look-through earnings at a 5.7% yield, then the filings that landed since the reader last looked, each with what moved - HCI revenue up 11.1%, Mercury General net income up 58.3%, Apple third quarter revenue from 94.04 to 109.42 billion - above forensic exposure naming Oracle in the Altman distress zone and Exxon in the Piotroski weak band.

Research / 2 of 7

Start from a ticker

One input, live name matches while you type, your recent tickers a click away.

The research index: one ticker input, recently researched tickers as chips, and the ten highest composite scores among covered companies, led by HCI Group at 74.2 with a margin of safety of 28.5% and a price to earnings of 7.11x.

Stock page / 3 of 7

The working paper on one company

Three questions answered by measured figures, above the accounts as filed.

The stock page for Apple: a masthead stating the market data date and the indicator computation date separately, a line confirming eleven fiscal years of filed statements, the reader own thesis with one of three guardrails breached, and three cards asking whether the company is cheap, good and safe, each answered by a lead figure with its cited band and its measured percentile among named peers.

Screener / 4 of 7

Write the conditions before you know the company

A saved screen is re-run every night, and you hear when a company enters or leaves it.

The screener showing codified disciplines as cards: Graham Defensive with four rules from Graham 1973 chapter 14, Deep Value, Unpopular Large Company, Magic Formula from Greenblatt 2005, Piotroski F-Score from Piotroski 2000, and Forensic Clean requiring all three forensic checks at once, above a control to show all sixteen disciplines.

Theses / 5 of 7

Write down why you own it

The same conditions as a screen, on a company you already hold, checked on the same nights.

A thesis on Apple: the reasons to own it in the reader own words, above three assumptions being re-tested nightly, two holding and one breached, the breached line reading return on capital at 68.7% against the 75% the reader set.

Researching / 6 of 7

The companies you follow, side by side

The research ledger on the thesis board: every row carries the forensic snapshot, not just a symbol.

A research ledger named Quality, waiting for a price, holding ten companies, each row carrying price, coverage tier and the same forensic figures the screener prints.

Inbox / 7 of 7

The numbers are re-checked every night

One email the first time a line breaks, silence otherwise.

The inbox, headed what the workstation found while you were not looking, showing one unread entry: a thesis assumption on Apple breached three hours earlier, reading return on capital stays above 75%.

Pricing

One plan. One price.

Yearly · Best value

228USD / year

19 per month, billed yearly

Monthly

29USD / month

Cancel any time

Every screen above, no feature tiers
Nightly monitoring of every number you flag
Full source trail on every figure
Cancel in one click

Start the 14-day trial

14 days free, card required, first charge on day 15, refundable for 30 days. Full terms

What people ask first

Questions

What does this product actually do?

It shows you a company's numbers with the source of each one attached: the formula, the inputs, the statement they came from, its fiscal year and its filing date. It lets you write down why you own the company, in your own words, together with the numeric conditions that have to stay true for that reason to hold. Then it re-tests those conditions every night against newly filed data and emails you the first night one of them fails.

How is this different from doing it in a spreadsheet?

A spreadsheet is as current as the last evening you spent on it. This reads the new filings every night, holds the reasons you bought beside the numbers that carry them, and writes to you the day one of those numbers breaks.

What is a guardrail?

One condition and one threshold, phrased as the statement that keeps your thesis alive. "Return on invested capital stays at or above 20 per cent" is a guardrail.

Where does the fundamental data come from?

The accounts each company files, standardised into comparable statements. Every statement carries its fiscal year, its period, its filing date and its reported currency, which is what makes the source trail on each figure possible.

Does it tell me what to buy or sell?

No. It gives you the filed figure, the formula behind it, the statement it came from and the date it was filed, so the decision is yours and you can say exactly why you made it.

Is there a trial, and does it need a card?

A 14-day trial of the entire product, and yes, it needs a card. Nothing is charged until day 15, when the plan you picked begins.

All questions