We built the tool we were looking for ourselves.
It started with an ordinary problem Piotr had as an individual investor: company filings, earnings calls and regulatory announcements ate up his evenings, and the one sentence that mattered could get lost in dozens of pages. Together with Jacek, who has spent years building AI-based tools, we decided it could be done differently. Today Taufolio reads those documents for investors, watches their portfolio and sends briefs before earnings, and the group of people using it keeps growing.
Piotr knows what an investor needs, because he is one. Jacek knows how to build it. That simple combination is why more and more people who invest on their own use Taufolio today.
Jacek Janczura
CEO
I have spent years building AI-based systems, so I know exactly how much can go wrong in them. At Taufolio I own the technology: making sure the models read company filings accurately instead of guessing. It is the slow, unglamorous work behind every report, long before it reaches your screen.
Piotr Andrzejak
COO
I am simply an individual investor, not a finance professional by trade. Before I put money into a company, I want to understand what I am actually buying, not just look at a chart. I was missing a tool that reads the filings for me and shows the conclusion together with its source. At Taufolio I own the product: making sure every report answers the real questions of an investor with a portfolio.
A clear line: what we do, what we do not do, and on what terms.
Everything in one place, without reading the Terms of Service.
What we do
- We analyze companies from primary sources: filings, presentations, earnings call transcripts.
- We write a brief before and after earnings for companies under monitoring.
- We sum up your portfolio's month for you.
- Every sentence in a report carries a source link, or admits the data is missing.
What we do not do
- We do not give investment advice: no personal recommendation of any kind.
- We do not know your situation or goals; nothing here is tailored to you.
- We do not tell you when to buy or sell.
- We do not forecast the price: we show today's market valuation, not fair value.
Rules
Companies do not pay us
And they cannot buy a spot in a report.
How we calculate.
One model writes the Full report. Three models and a judge write the Full report pro: each of the three models works independently, on the same sources, producing three independent reports. The judge, a fourth model, reads their evidence, checks that every citation leads to a real source, resolves every disagreement criterion by criterion, and issues the final report: more accurate, because one model's mistakes get caught by another.
The source requirement is the same for each of them: at least 12 sources, including 5 primary ones, and no more than 30% from a single domain. We take numbers only from the company's own documents.
Full description of the method: Methodology →Sources. Financial statements, periodic reports, presentations and earnings call transcripts from the company.
Three models (pro version). The regular Full report is written by one model; in the pro version, each of the three models reads the same set of documents and writes its own version, without looking at the others.
The judge (pro version). A fourth model, the judge, resolves disagreements between the three reports criterion by criterion, checks every citation, and issues the final report.
Scorecard. 25 criteria for scoring business quality, 16 chapters of the Full report, each with citations.
What investors ask first.
More questions about plans and credits →
Taufolio maintains a knowledge hub around the public companies you follow. It reads financial statements, periodic and annual reports, earnings call transcripts and market context, then turns them into organized reports, monthly summaries and earnings briefs. Every claim leads to a specific spot in the document.
No. These are AI-prepared research materials, not an investment recommendation or personal advice: we do not know your financial situation, goals or knowledge, and nothing is tailored to you. A report includes a posture, a horizon and scenarios, meaning a recorded line of reasoning, not an instruction. The decision stays with you.
Taufolio the company is responsible for published content, not a single author, and that applies equally to the reports, the blog and the description of the method. Reports are generated automatically: one model writes the Full report, three models and a judge write the pro version, and no person reads them before they are sent, which is why every claim carries a source link and every report visibly discloses that it was produced with AI involvement. A report with a reported error gets regenerated.
The company's own primary sources: periodic and annual reports, earnings call transcripts and management commentary, plus market data. The requirement is numeric: at least 12 sources per report, including 5 primary ones, and no more than 30% of sources from a single domain outside the company's and the regulator's documents. We take numbers only from the company's own documents, and when reliable data does not exist, the report says so directly.
Yes. Every claim links to its source material, so you can check the evidence behind a conclusion. When there is no evidence, the report says "no reliable data" instead of guessing.
No. Companies do not pay us for reports, and there is no way to buy a spot in a report or influence its content. The service is funded entirely by user fees, meaning plans and credits.
The Monthly summary gathers the most important events from the past month about a company. The Pre-earnings brief prepares you for the call, and the Earnings brief summarizes what happened on it: management's tone, guidance, analyst questions and warning signs. The Full report explains the business from the ground up: how it makes money, competitive advantages, management, risks and evidence from sources. The Full report pro adds two more authors: three models write three independent reports, and the judge, a fourth model, checks everything and issues the final report, more accurate, because one model's mistakes get caught by another.
A Full report is usually ready in about 10 minutes, depending on the company and how much source material is available. The Monthly summary is usually the fastest, and the Full report pro takes longer than the regular one, because three models write three independent versions that the judge then checks.
A general chat can help explain concepts, but the answer depends on what you ask and what context you give it. Taufolio gathers a company's official documents and turns them into reports with a source link at every claim, Monthly summaries and Earnings briefs, and in the pro version runs the same material through three models and a judge.
You can start for free: Free is free forever, no card required, with 100 credits a month and monitoring for one company. Paid plans add a larger monthly credit pool, higher limits on monitored companies, a longer report history and the rest of the plan's features.
Write to us,
we're happy to help.
Write about anything: your account, data in a report, an idea for a feature we don't have yet.
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