Understand public companies before you invest.
Every Taufolio investor report is grounded in primary sources — SEC filings, earnings-call transcripts, named news — with important findings cited back to where they came from. Get a ~20-second snapshot for a quick read, or a full report ready in about 5 minutes when you want the whole picture. Coverage today is supported public companies — primarily US tickers on EDGAR.
Deep Research
Our most comprehensive investor report. Synthesizes SEC filings, earnings transcripts, and the last thirty days of news into a structured company report with a 0–25 scorecard, bull/base/bear scenarios, and a buy/hold/sell playbook. Full report ready in about 5 minutes; cached re-runs return in roughly 2 minutes.
- Scorecard across company, product, environment
- Bull / base / bear scenarios with probabilities
- Investment playbook per investor profile
- Dated catalysts + risks with citations
100 credits · ~10 minutes (2 min cached)
Earnings Call Analysis
Upload a call transcript (TXT or PDF). We score nine dimensions 1–5, flag management evasion on Q&A, and summarize sentiment — with direct quotes.
- 9-section scored breakdown
- Q&A evasion detection + dodged questions
- OCR for scanned PDFs via Azure Document Intelligence
- Overall recommendation + red flags
50 credits · ~5 minutes
Short Recap
A 7-section snapshot: exec overview, key events, industry context, upcoming catalysts, market behaviour, position momentum, valuations. Every event tagged with whether it's already priced in.
- 7 sections tuned to a 30-day window
- “Priced in?” flag per event
- Auto-generated monthly for every holding
- Delivered to inbox on day 1
20 credits · ~3 minutes
Ticker Compare
Reuses your cached deep-research reports to build a matched comparison across scorecard dimensions. No new web search needed, so it's fast and cheap.
- 2 tickers = 5 credits, 3 tickers = 7 credits
- Matched scorecard, not redundant content
- Highlights key differences up-front
- Shareable via public link
5–7 credits · ~2 minutes
Report Diff
Run the same deep-research report twice, compare the two. The diff extracts what materially changed — scorecard movement, new catalysts, reversed recommendations.
- Compares any two reports of the same type
- ~150–300 words of focused delta
- No new web search — reuses cached analysis
- Perfect for validating an investor report over time
3 credits · ~2 minutes
Public Share Links
Every report can be published to an opaque URL. Read-only, SEO-friendly, zero friction for the reader.
- Opaque slug — unguessable
- Revoke anytime from the report page
- No signup required to view
- Mobile-optimized renderer
Free
Portfolio & Watchlist
Add up to 500 tickers across holdings and watchlist. Market quotes refresh with multi-provider failover. Monthly recaps fire automatically for holdings.
- Holdings with quantity + cost basis
- Watchlist separate from holdings
- Live quotes with Yahoo / Finnhub / Alpha Vantage failover
- Sector tags + company metadata from EDGAR
Included with every plan
Translations
Every report is generated in English, then translated on demand by the same class of model that wrote it. Pick your language from a dropdown — English and Polish are pinned, the rest are one click away.
- English canonical cache — no duplicate analysis per user
- Any language on demand — LLM translation, not a rule-based tool
- Dropdown with popular languages pinned
- Fast: ~30 seconds per report
~2–5 credits / translation
How the reports get written
Grounded in primary sources. Written by three frontier models.
Primary-source grounding
Every factual claim carries a numbered citation to its source — SEC EDGAR filings, parsed earnings transcripts, or named articles. If you can't verify a statement from its citation, it's a bug.
SEC EDGAR · Azure Document Intelligence · named news
Model council
Anthropic (Claude), Google (Gemini), and OpenAI (GPT) each draft an independent analysis on the same grounding set. A synthesis pass reconciles them — keeping what they agree on, flagging where they disagree. One report, three perspectives.
Listed alphabetically: Anthropic, Google, OpenAI
See the full write-up on the home page.
See what an investor report looks like.
Read a real report end to end before you sign up — sourcing, scorecard, scenarios, and citations included.