For equity analysts & PMs
AnalystBook is built for analysts who build conviction one company at a time: the whole SEC record structured by fixed rules, an AI analyst who's already done the reading, and a workspace where your thesis on every covered name compounds quarter after quarter.
14-day free trial — no credit card required. Cancel anytime.
Get up to speed on a new name — from the source.
Open the company and the record is already built: the Intelligence Brief's verdict, segments and geography, forensic scores, pay, insiders, the filings diffed. Ask Ana what you'd ask a colleague who read everything. Competent in hours, not weeks — with nothing second-hand.
Run a tighter earnings loop.
The feed shows what changed on your coverage the day it lands — results, guidance raised/lowered/withdrawn (computed, not headline-paraphrased), insider clusters, new filings diffed against last quarter. Write the quarterly review while it's fresh: Good, Bad, Watch, Overall.
Keep a living thesis on every name.
Bull case, bear case, open questions, notes pinned to the exact filing passage. When the company reports, your judgment is already there next to what's new — research compounds instead of restarting from a blank document.
Cloud revenue grew, but AI infrastructure capex erased free cash flow.
+8% revenue to $57.4B · $17.7B operating income, 30.8% margin · −$394M free cash flow after $21.2B capex · $10.8B cash every figure → its filing
Written by reading the 10-K, the proxy and recent insider forms — then every stated figure is audited against raw SEC data. Mismatch → the brief is rejected, never served.
The first-day analysis on a covered name — verdict, key figures, and the sections behind it, headline figures audited against SEC data.
FAQ
Those are breadth platforms — market data, broker research, expert calls — priced for institutions. AnalystBook is depth on the primary record: the filings themselves, structured, diffed and scored by fixed rules, with grounded AI on top, from $49/month self-serve. Many analysts run it alongside a market-data terminal; it replaces the reading and thesis-keeping, not the ticker tape.
The numbers you see are computed from filings, never generated. Ana and the Intelligence Brief are grounded in that record, checked against the record, and cite their sources — so verification is a click away, which is what makes them usable in work you sign your name to. For research only; not investment advice.
7,600+ U.S. public companies plus international filers on U.S. exchanges (20-F/40-F, IFRS-aware). If it files with the SEC, the record gets built.
No screening-first workflow, no real-time market data, no price targets, no buy/sell calls. It's a research workspace for company-by-company fundamental work — deliberately.
The product
14 days free, no credit card required. Cancel any time before the trial ends.