About Taufolio

Taufolio is a company research hub for self-directed investors. It tracks the companies you follow, turns source material into cited reports, and sends automated recaps when something important changes.

We built it for investors who want to stay informed from primary sources without reading every filing, earnings-call transcript, and headline themselves. Taufolio is research infrastructure for people who make their own decisions - we do the reading, you keep the judgment.

Key investor value

Built around what investors actually need.

Automatic monitoring

Monthly portfolio reviews and post-earnings recaps keep tracked companies current, so the research base does not depend on your ability to follow every new headline.

High-quality, repeatable research

Reports are standardized across companies and built from filings, annual reports, earnings-call transcripts, and strong secondary context. The output goes deeper than a single chat answer because the system reads, checks, and organizes the source material for you.

Research, not recommendations

Taufolio helps you understand the company behind the ticker. It does not issue buy, hold, or sell calls; the investment decision stays with you.

Research folio

Tau means the standard behind the folio.

For us, Tau means evidence, agreement, speed, and the full view. Evidence means important findings point back to sources. Agreement means multiple models and steps review the same material instead of relying on one answer.

Folio is the organized place where that research lives: tracked companies, reports, recaps, earnings context, source citations, and follow-up questions in one accessible system.

Frequently asked

Questions investors ask first.

What does Taufolio do?

Taufolio keeps a research hub around public companies you track. It analyzes sources such as filings, annual reports, earnings-call transcripts, news, and market context, then turns them into structured reports, monthly portfolio reviews, and post-earnings recaps.

Is Taufolio financial advice?

No. Taufolio provides research, not buy or sell calls. It helps you understand the company behind the ticker so you can make your own decision.

What sources does Taufolio use?

Taufolio prioritizes primary company sources: filings, annual reports, earnings-call transcripts, and management commentary. Reports are designed to show the evidence behind important findings.

What is the difference between the report types?

The Short Recap summarizes the most important company-specific events from the last month. Earnings Call Analysis focuses on the latest call: management tone, guidance, key topics, analyst questions, and possible red flags. Deep Research is a deeper multi-model analysis of the business model, advantages, management, risks, and source-backed evidence.

How long does a report take?

Timing depends on the report type, the company, and the amount of available source material. Short Recap is usually the fastest. Deep Research and Ultra Deep Research take longer because they read and reconcile a broader evidence base.

Why not just use ChatGPT?

A general chat tool can help explain concepts, but it usually depends on what you ask and what context you provide. Taufolio collects official company sources, checks the same material through multiple steps, and turns it into cited reports, portfolio reviews, and post-earnings recaps.

Are reports cited?

Reports are designed to connect important findings back to source material so you can inspect the evidence behind the analysis.

Do I need a subscription?

You can start free with trial credits. Paid subscriptions add more monthly credits, higher tracked-company limits, automated portfolio emails, longer retention, and other plan features.

Start with one company you already follow.

Build a research hub around it, then add the rest of your portfolio when you are ready.

Start tracking companies See an example report