For family offices & small funds
A two-person office can't read every filing on twenty holdings — but the standard of care still demands it. AnalystBook does the reading: the record structured and scored, the analysis pre-written and SEC-checked, an AI analyst on call, and every position watched for red flags.
14-day free trial — no credit card required. Cancel anytime.
Research like a staffed desk.
The Intelligence Brief has already read the 10-K, the proxy and the insider forms — verdict up top, figures checked against SEC data. Ana answers the follow-ups with citations. You bring the judgment; the reading is done.
Watch every holding for red flags.
Sector-calibrated distress and manipulation scores recomputed on each filing, auditor and going-concern flags, SEC comment letters, insider selling clusters, activist stakes — surfaced in one feed the day they land, across everything you hold.
Keep diligence documented.
A thesis per holding, quarterly reviews in a consistent structure, notes pinned to the exact disclosure that prompted them, and a one-click exported report — a diligence trail that survives staff changes and stands up to scrutiny.
| Section | What's extracted | Source |
|---|---|---|
| Business | Segments · geography · customers ≥10% · competitors · subsidiaries | 10-K · Exhibit 21 |
| Financials | Statements in the industry's own template · debt maturity wall | XBRL · 10-K/10-Q |
| Forensic signals | Altman Z (sector-calibrated) · Beneish M · earnings quality | Computed from filings |
| Governance | Executive pay vs peers · board · CEO history · exec changes | DEF 14A · 8-K 5.02 |
| Ownership | Insider clusters · beneficial owners · activist positions | Form 4 · 13D/13G |
30+ sections per company, 7,600+ companies — each fact filed into its own place the moment the filing lands. No AI model decides the numbers.
One holding's record: five dimensions extracted from its filings, every figure traceable to the source paragraph.
FAQ
That's the point. Core is $49/month and Pro $109/month, self-serve with a 14-day free trial — no enterprise contract, no per-seat negotiation, no sales call. Enterprise with seats and roles exists when you grow into it.
Individual plans are single-analyst. The Enterprise plan adds multiple seats with team administration and roles — contact sales@analystbook.com and we'll set it up.
Yes. Your theses, notes and watchlists are private to your account, never shared, never used to train models, never sold. The company data is public by nature — it's SEC filings; your judgment on it is what stays private.
No. It surfaces facts and research flags from primary sources — never buy, sell or hold recommendations. Decisions stay with you and your advisors.
The product
14 days free, no credit card required. Cancel any time before the trial ends.