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Reports, shown on one company

Every company gets its own knowledge base in Taufolio

You add a company, and Taufolio starts building and keeping its knowledge base up to date on its own: market data, source material and our analysis, which we keep checking against reality together. Reports are its heart, available three ways below.

  • Core data and the live quote
  • Five-year price chart
  • Company business profile
  • Business model
  • Business structure
  • Industry and demand
  • Competitive position
  • Management and governance
  • Management communication
  • Key financial data
  • Business quality scored on 25 points
  • Investment thesis: assumptions, their status and changes
  • Map of the debate around the company
  • Scenarios: base, optimistic, pessimistic
  • Investment outlook
  • Catalysts
  • Risks
  • The gist of the report (report digest) in two minutes
  • Sources under the report
  • Company timeline
  • The quarter in numbers
  • Upcoming earnings calendar
  • Market expectations before earnings
  • Valuation and analyst targets
  • Price reaction after earnings
  • Earnings call transcript
  • Quarterly results and post-earnings briefs
  • Reports and briefs about the company
  • Monthly summary
  • Company news with signals for the thesis
  • Breakthrough news
  • The gist of the news (news digest)
  • Changes since your last visit
  • Notes and decisions in the journal
  • Buys and sells on the price chart
  • Company monitoring and alerts

Basket 1 of 3 · on demand, for credits

The reports people come to Taufolio for

This is the deepest thing Taufolio does about one company. You order it when you want to go deeper, and you pay for it with credits. Who writes this report →

the deepest analysis400 credits

Full report pro

Three models each write an independent report on the same company, and the judge, a fourth model, checks everything and issues the final report: more accurate, because one model's errors get caught by another.

  • 16 chapters, from the business model to the risks
  • A source citation on every claim
  • Unlocks the business-quality score and the investment thesis
after the earnings call150 credits, 70 credits within monitoring

Earnings brief pro

A deeper analysis of the call itself and a comparison of trends across the company's recent quarters. Also written by three models independently, with the judge issuing the final brief.

  • Analysis in the context of the three previous reports on the company plus the current one
  • How management's tone shifts quarter over quarter
  • The result's impact on your thesis assumptions
Full report100 creditsThe same 16-chapter structure and source links, but written by a single model, without the two extra authors and without the judge.
Earnings brieffree within monitoring80 creditsThe same post-earnings brief, but without the context of the company's three previous reports.
Monthly summaryfree within monitoring30 creditsThe past month's news, events and developments about one company, with the noise filtered out. For a monitored company it arrives on its own, at no credit cost; for one you don't monitor, you order it on demand.

So these numbers have something to compare against: the plan gives you 100 credits a month on Free, 500 on Investor, 1500 on Trader and 4000 on Power, and you can also top up credits without changing plan. Product prices in credits.

Want to see what a report like this looks like in the product?Open a real Full report on NVIDIAopens in a new tab; a sample of the plain Full report will be linked separately

Basket 2 of 3 · in the subscription, no credits

This is what monitoring a company gets you

A monitored company is one Taufolio actively tracks. Material arrives on its own, with nothing to order and no credits spent. When each of these five things arrives →

As part of monitoring the companyfree within monitoring

Five things that arrive on their own

How many companies you can actively monitor depends on the plan: 1, 10, 30 or 80. Your portfolio can be any size; monitoring only applies to the companies you choose to track.

01Pre-earnings briefUp to 7 days before the earnings call: what the market expects and what to watch for on the call.
02Earnings briefRight after the earnings call, focused on what changed versus the previous quarter.
03Breakthrough newsOnly written when something genuinely moves the company and shouldn't wait for the monthly summary. It's a filter, not a news stream.
04Monthly summaryA summary of that one company's news from the past month.
05Investment thesis trackingWith every new piece of news and after every earnings call, we check your thesis assumptions and tell you which ones still hold.

The monitoring monthly summary arrives by email, at no credit cost.

Every paid plan also gives you investment ideas and individual alerts. Investor, Trader and Power: investment ideas plus alerts you set up yourself, separate from the five items above (2 alerts on Investor, 5 on Trader, 15 on Power). The Free plan has neither ideas nor individual alerts.

Basket 3 of 3 · no monitoring, no credits

This is what every plan gets you, Free included

No adding the company to monitoring and no spending credits.

On every plan, Free includedon every plan

Three things about every company you open

01Today's moveA short explanation of what moved the price today: usually something about the company, sometimes something broader, like macro data.
02The gist of your portfolioOnce a month we look at the companies in your portfolio that moved between 5% and 15%, and write down why. It's not a table of price changes, it's the substance behind the move. It's a separate product from the Monthly summary: the Monthly summary collects news about one company, the gist of your portfolio explains price moves across your whole portfolio.
03Earnings call transcriptsThe full, translated transcript of the company's earnings calls.

Every plan also gets you the earnings and macro calendar, the Taufolio AI assistant without limits, a portfolio with advanced statistics and no position limit, and notes.

Proof, not a promise

Real reports, open without signing in

Real reports on other companies, exactly what a user gets. They open in a new tab.

You add a company.
The rest arrives on its own.

Monitoring works in the background, and the only thing you decide is when to go deeper on a company.

  • Step 1. You add your first company to monitoring, and Taufolio starts collecting material about it without being asked.

  • Step 2. You get briefs before and after earnings, breakthrough news, a monthly summary and the thesis.

  • Step 3. You order the Full report pro when you want to go deeper on one company.

No credit card · 100 credits every month on the Free plan