Deep Dive

Run a comprehensive 20-step equity research analysis powered by Claude. Fetches real financial data, analyzes filings, and builds a complete investment thesis.

Duration

15-25 minutes for the full 20-step analysis

Data Sources

SEC EDGAR, FMP financials, XBRL data, earnings transcripts

Deliverables

Investment memo, KPI dashboard, financial model, full research

Research Pipeline

Data Foundation

Business Model

Industry & Market

Revenue Architecture

Financial Quality

Quarterly Momentum

Balance Sheet

Capital Allocation

Management Quality

Returns on Capital

Moat Analysis

External Risks

Analyst Debate

Forecast Framework

Core Valuation

Scenarios

Variant Perception

Institutional Activity

Portfolio Fit

Memo Handoff