AI investment tools

Find tools by research purpose. Each card identifies a research outline, data dashboard, daily report or reference guide.

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23 tools

Company research & valuation

Choose a research outline for business quality, valuation, selling pressure or position decisions.

Business quality & risks

Research outline

Quality Gate

Assess whether a business belongs in a long-term research pool before looking at its price.

Best for · You are building a research list and want to screen out weak businesses before considering price.Research outline

Value Trap Review

Challenge the reasons a stock appears cheap against new contrary evidence.

Best for · A stock appears cheap, but you suspect a durable problem behind the discount.

Valuation methods & price

Research outline

Framework Router

Identify the company type before choosing a valuation method.

Best for · You need to decide whether identify the company type before choosing a valuation method.Research outline

Classic DCF

Analyze business value through discounted cash flow, cost of capital, and scenarios.

Best for · You need to decide whether analyze business value through discounted cash flow, cost of capital, and scenarios.Research outline

Buffett intrinsic value

Estimate intrinsic value, an attractive price, and a margin of safety from business cash generation.

Best for · You need to decide whether estimate intrinsic value, an attractive price, and a margin of safety from business cash generation.Research outline

Damodaran DCF

Build a systematic DCF using FCFF, WACC, and fundamental growth.

Best for · You need to decide whether build a systematic DCF using FCFF, WACC, and fundamental growth.Research outline

GCF Growth Valuation

Value a growing company by linking growth, margins, and reinvestment.

Best for · You need to decide whether value a growing company by linking growth, margins, and reinvestment.Research outline

RCF Regime Change

Test whether historical financials still represent a business after an industry or model shift.

Best for · You need to decide whether test whether historical financials still represent a business after an industry or model shift.Research outline

Margin of Safety

Connect business value, required return, and a downside scenario to a conditional entry ceiling.

Best for · You have a business thesis and want a disciplined conditional entry ceiling.

Selling pressure, sizing & exit

Research outline

Panic Trigger

Examine unusual selling pressure without confusing it with business quality or price eligibility.

Best for · A sharp decline raises the question of unusual selling pressure and whether the thesis changed.Research outline

Buffett Position Sizing

Connect estimated value, margin of safety, and conviction to position sizing.

Best for · You need to decide whether connect estimated value, margin of safety, and conviction to position sizing.Research outline

Exit Price

Create a testable reference range for near-term overvaluation and exits.

Best for · You need to decide whether create a testable reference range for near-term overvaluation and exits.

ETF research

Compare AI and global index ETFs, or build a long-term return research outline.

Market dashboard

AI Industry ETF Research Lab

Compare AI-related ETFs across the US, Hong Kong and mainland China. Fund data and the ETF universe are updated weekly.

Best for · Understanding AI industry exposure through ETFs.Market dashboard

Global Index ETF Valuation

Compare index ETF PE across the US, Europe, Japan, Korea and other major markets. Forward PE requires sufficient forecasts; collection follows trading days.

Best for · Comparing valuations across representative index ETFs.Research outline

ETF Expected Return

Break down a possible ten-year return for an index or ETF.

Best for · You need to decide whether break down a possible ten-year return for an index or ETF.

Market context

Review market structure, US liquidity and credit stress with observation dates.

Market dashboard

FMP market structure radar

Combine credit, breadth, volatility, rates, and cycle signals.

Best for · You need to decide whether combine credit, breadth, volatility, rates, and cycle signals.Market dashboard

US Net Liquidity Monitor

Track Fed assets, the Treasury General Account, ON RRP, and market transmission.

Best for · You need to decide whether track Fed assets, the Treasury General Account, ON RRP, and market transmission.Market dashboard

Credit stress radar

Track credit spreads, financing conditions, and layers of risk.

Best for · You need to decide whether track credit spreads, financing conditions, and layers of risk.

Daily tracking

Read the latest available BTC, ETH, gold and silver, and credit risk reports and their history.

Daily report

BTC daily report

Price regime, multi-anchor valuation, trigger levels and MSTR scenarios.

Best for · Daily monitoring Daily report

ETH daily report

Price regime, staking and fee economics, structural health and treasury equities.

Best for · Daily monitoring Daily report

Gold & silver daily report

Gold, silver, GLD and SLV: technical position, macro conditions and fund holdings.

Best for · Daily monitoring Daily report

Credit risk daily report

Five credit stress indicators, thresholds, data dates and overall risk.

Best for · Daily monitoring

Metrics guide

Look up financial definitions, formulas, statement sources and conditions of use.

Reference handbook

Financial metrics quick reference

Search 38 metrics and checks for analyzing non-financial companies by question, code, or name.

Best for · Check definitions, reporting sources, and limits while reading company filings.