Builds a polished Excel financial model for any company. Give it a public company ticker (data pulled automatically from Yahoo Finance and SEC EDGAR) or a private company spreadsheet, and it outputs a fully formatted .xlsx with a 3-statement model (Income Statement, Balance Sheet, Cash Flow) plus DCF valuation — 5 years historical, 5 years projected, WACC build-up, and a sensitivity table.
Built on the buy-side research process used at 10+ hedge funds: - Screen: customizable filters across 10,000+ SEC-registered companies - Research: a full research report, plus AI-driven dialogue to help you form your own thesis - Value: a DCF model with an interactive HTML file - Size: half-Kelly position sizing to help you limit account drawdown - Recheck: pulls up your original thesis before you sell, no emotional trading
基于可追溯公开资料复盘企业家决策风格，并按用户设定的国家、城市、起始时间、启动资本与周期，完成创业路径、月度现金流、竞争冲击与结果推演，输出结构化报告与离线 HTML。
A premium AI financial advisor for CFOs and business leaders that analyzes profitability, margins, costs, cash flow, pricing, and financial risks to deliver clear executive insights and prioritized financial actions.
As a finance content creator, I know the daily struggle of turning raw market data into engaging, compliant content across multiple platforms. I built this workflow to save hours of formatting. It strictly separates observed facts from interpretation, flags missing sources, and strictly avoids investment-advice language. This is the exact system designed to generate newsletters, X threads, and video scripts safely and efficiently every single day.
Stop guessing which products make money. Enter a SKU's price, costs, shipping, and ad spend — get true per-unit profit, contribution margin, and ROI across Amazon, eBay, Shopify, TikTok Shop, and Etsy. Break-even units, break-even ACOS, monthly P&L, and thin-margin warnings included. Fee presets are estimates you can override with your real numbers.
See what a stock's price is really betting on. From official SEC filings, this Agent shows the cash flow growth and returns the market needs to justify today's price, and compares them with the company's last five fiscal years. You get an Excel model with live formulas and a PDF report: multiples, ROE, margins, reverse DCF. For companies filing annual reports with the SEC; you provide the share price. No price targets, no buy/sell calls. Not investment advice.