AnalystBook · Source-first research workspace

Build your own view.
From the source.

AnalystBook helps investors organise their company research in one place — follow the business, track what matters, and build your own view using primary information, not scattered notes or second-hand summaries.

14-day free trial. Cancel anytime. For research purposes only. Not investment advice.

An AnalystBook company dossier — financials, forensic signals, and filings in one workspace

What's inside

Understand. Track. Build your thesis.

The source of truth underneath, the flags that matter on top, and a workspace that remembers where you left off.

01Understand the record

Every dimension of the company. From the filings.

Business, financials, governance, ownership and peer context — extracted and indexed across every public company. Every number source-linked to the filing paragraph.

  • Revenue by segment & geography
  • Customer concentration
  • Executive pay & incentives
  • Debt, leases & maturities
  • Subsidiaries & structure
  • Insider & activist ownership
02Track what matters

The flags a senior analyst would raise. Already raised.

Forensic scores, insider clusters, activist positions, auditor changes, comment letters — surfaced from every filing the day it lands.

  • Z-Score · Grey zone
  • Insider cluster · 3 buyers · 14d
  • Auditor flag · Going concern
  • Activist entry · 4.2%
  • Guidance · Beat
  • CEO comp · +40% vs peers
03Build your thesis

Your view on top. Stays where you left it.

Follow, compare, note, report. Your watchlist and notes persist — open a company in three months and pick up where you left off.

  • Watchlist
  • Compare peers
  • Notes on filings
  • Report export
  • Saved views

What you actually get

Less digging. More judging.

Real pages, real filings — every number links back to the document it came from.

01

Never get blindsided on a company you cover.

Follow it once. AnalystBook watches every new filing and surfaces what changed — guidance cuts, insider clusters, activist stakes, distress signals — the day it happens.

AnalystBook signals feed showing forensic alerts across followed companies

The signals feed — a Z-Score that just slid from grey to distress, an M-Score manipulation flag — across the names you follow.

02

The red flags a senior analyst would raise — already raised.

Distress risk, earnings-manipulation signals and earnings quality, computed on every filing. You see the flag and where to look — never a buy or sell call.

AnalystBook forensic health card with Altman Z-Score gauge

Altman Z-Score: 2.35, in the grey zone, with the distress / caution / safe band and a plain-English read of what it means.

03

Read the filing. Finally readable.

The actual SEC filing with sections extracted and the heaviest ones flagged — no scrolling a 200-page PDF to find the risk factors. The original is one click away.

AnalystBook filing reader showing 11 extracted 10-K sections with Risk Factors flagged and change detection

A 10-K broken into its 11 sections, with Risk Factors flagged and what changed vs last year — read it clean, or jump to the original on SEC.gov.

04

Your research compounds instead of restarting.

Notes, theses and reading progress stay with the company. Come back in three months and pick up exactly where you left off.

AnalystBook workspace with research in progress

Your work in progress — open theses, unanswered questions, and what's new on the companies you follow.

Everything inside

One workspace, the whole record.

Every capability across the dossier, the signals, and your workflow — open any of them on a real company when you sign in.

Start free trial to explore

Pricing

One plan. Start with 14 days free.

Every hour you spend reassembling a filing costs more than a month of AnalystBook. This replaces the work you're already paying for.

AnalystBook

Full access to the research workspace.

$69/month — or $690/year (save 2 months)

14 days free, full access. Cancel anytime.

  • Follow the companies you cover — alerted the day a filing lands
  • Never get blindsided: guidance cuts, insider clusters, activist stakes, going-concern flags
  • The full company record, source-linked — business, financials, governance, ownership
  • Distress & earnings-manipulation flags on every filing
  • See what changed since last quarter; notes that persist
  • Every number links back to the filing — no third-party data
Start 14-day free trial

Monthly or annual billing. Cancel anytime.

FAQ

Common questions.

How does the trial work?

14 days of full access, free. Cancel anytime before day 14. Your notes and the companies you follow are kept if you come back later.

Where does the data come from?

SEC EDGAR. Every number on the page links back to the filing it came from — click through to verify anything in one step. No third-party data vendors, no paid feeds.

Is AnalystBook a stock picker?

No. AnalystBook helps you research a company and organize your own view from primary sources — it doesn't give buy, sell, or hold recommendations. For research purposes only; not investment advice.

Who is AnalystBook for — and not for?

Built for analysts and investors who build conviction one company at a time: sell-side juniors, long-only PMs, family-office researchers, credit analysts, activist associates, journalists covering specific companies. Not built for day traders, quant funds, macro traders, or news-feed skimmers — those are adjacent products we deliberately don't try to be.

Can I cancel anytime?

Yes. Monthly billing, cancel from settings. Your data stays put if you come back. We don't delete notes or watchlists on downgrade.

Start with one company.
Research it from the source.

14 days free. Cancel any time before the trial ends.