Research a stock the way the best investors do.
See which fund managers own a company, what they just bought and sold, what the business has really earned since 2009, and what it’s worth today. Every number traces back to its SEC filing, and AI agents do the legwork and show their work.
Know what the investors you trust are doing this quarter.
Build your own list of managers and see their moves side by side: who opened a position, who added, who trimmed, who walked away, and how much of their portfolio it is.
- Group activity across your list, company by company, with net buying and selling
- Conviction, not just size: each position as a share of the manager’s own book
- Every company page shows who owns it, quarter by quarter
- Stock splits detected, so a 20-for-1 never shows up as a 2,000% “buy”
| Company | Held by | Opened | Added | Trimmed | Net |
|---|---|---|---|---|---|
| Company A | 9 of 14 | 3 | 2 | 1 | |
| Company B | 6 of 14 | 2 | 1 | 0 | |
| Company C | 11 of 14 | 0 | 4 | 3 |
Value it your way.
There are several valuation methods to choose from, each filled in from about ten years of the company’s own filings. You pick what’s best for you and change any input. Or have Peg, the built-in AI assistant, help you value it by your own method or another well-known one.
- A buy price for every company, and how far today’s price is from it
- Buy price over time, worked out each year from only what was known that year
- Foreign companies too, in dollars per share, ADRs included
- Ask Peg to value it a different way, a discounted cash flow or the Graham number for example, and it does the math from the company’s own numbers
Figures illustrative. In the app they come from the company’s own filings.
Numbers you can trace, checked every day.
Every figure has a source
Click any number in the financials to see the filing it came from and the value as filed, plus any later restatement and any correction we made.
As first reported, or as restated
Switch between what a company first told investors and what it later restated. Both are kept.
Checked against known values
Each update is tested against hand-verified figures before it counts, and anything that doesn’t fit is flagged, never quietly changed.
13F filings read carefully
Mistakes in units, placeholder entries and amended filings are caught one filing at a time, and anything doubtful stays flagged.
For teams
Shared watchlists and manager lists, roles from owner to viewer, two-factor sign-in and an audit log of every change.
Public sources
SEC EDGAR filings, US Treasury exchange rates and market data, refreshed through the day.
A team of AI analysts that reads overnight.
Staff a small research team the way a fund does. Each analyst covers what you give it, your portfolio, a watchlist or a sector, reads overnight what changed for those companies, and writes its part of the next morning’s note. The analysts recommend nothing; you decide.
- A morning note in the app and by email, with what needs you first
- An earnings preview the day a company reports, and a note on the results the next morning
- New ideas from market-wide events and your own screens, each with a first-look report
- Valuation and checklist changes come as drafts you accept, and each analyst keeps to a monthly budget
| Analyst | Covers | This morning |
|---|---|---|
| Positions | Your portfolios: 12 positions | Earnings note on one holding |
| Consumer staples | The sector, plus a watchlist: 31 companies | Two changes to read |
| Special situations | The whole market, by event | One new idea |
Morning note ready by 5:00 am ET · figures illustrative
Want a research team of your own? Valuepeg is letting people in a few at a time.
Request early accessAn analyst on every page, who shows the work.
Peg reads the page you’re on, looks up what it needs, drafts screens, sets reminders and does the math, and shows where every answer came from. Anything that changes your data waits for your OK.
- The AI is included in your plan: a question is 1 credit of its monthly AI credits
- Use your Valuepeg data from Claude, too
- Your organization’s own notes and research, available to every answer
An explanation you can check, not a guess.
Every chart marks earnings, 8-Ks, insider buying and selling, dividends, splits and your managers’ moves. Ask why a stock moved and Peg answers only from the filings, trades and headlines of that week, and cites each one.
- The move against the whole market and against six peers
- How unusual it was, and how heavy the volume
- Every sentence tied to a numbered source; answers that don’t check out are never shown
Describe what you’re looking for. Get the list.
Type a screen in plain English, refine it by clicking any value, and see exactly which companies would join or leave before you save. Run it nightly and get only what’s new by email.
- Dividends, payout, growth, ROIC, debt, sector, earnings dates, and what your managers own or just bought
- Buy and sell checklists under headings of your own, answered automatically where the data can, by you where it takes judgment
- A watchlist cockpit sorted by how close each company is to its buy price
23 matches · 4 new since last night
An earnings calendar built from the companies’ own filings.
See the next four weeks of reports for your watchlist and for what your managers hold, with how each stock moved last time. Set a reminder that fires when the release is actually filed.
- Estimated dates land within a week of the real one 95% of the time
- Each company’s last eight reports with the move that followed
- Reminders by date or by event, delivered by email
| Day | Company | Session | Last move |
|---|---|---|---|
| Tue 21 | Company D | after close | +6.2% |
| Wed 22 | Company E | before open | −3.8% |
| Thu 23 | Company F est. | after close | +1.1% |
Valuepeg is in private beta.
We’re letting people in a few at a time. Tell us how you research stocks today, and we’ll send you an invitation.
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