The Investment Memo generates professional investment reports for any stock. Using AI and real-time quantitative data, it produces a complete document in seconds.
What the Memo Includes
- Investment thesis: Executive summary of the bull and bear case
- Fundamental analysis: Revenue, margins, growth, debt
- Valuation: DCF, comparable multiples, margin of safety
- Technical analysis: Trend, support, resistance, momentum
- Risks: Company-specific and macroeconomic risk factors
- Verdict: Quantitative recommendation based on all data
Like a professional analyst: The memo replicates the work an investment bank analyst would do, but in seconds and with objective quantitative data.
Availability
Available for Plus, Pro and Advisor users. Memos are generated on-demand for any listed stock.
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