One place to track, recap, and research companies.
Taufolio starts with the companies you follow. Add them to your portfolio or watchlist, then let the system keep a research base around each one: monthly reviews for ongoing monitoring, post-earnings recaps after calls, and deep cited reports when you need the whole picture.
Track Companies
Portfolio and watchlist are the base layer of Taufolio. Add the companies you own or want to watch, then manage report history, automation settings, and source-backed updates from one place.
- Holdings and watchlist in one organized research hub
- Tracked-company limits scale by plan
- Automation settings per company
- Report history, quotes, and company metadata together
Included with every plan
Monthly Portfolio Review
Once a month, Taufolio summarizes what changed across the companies you track: key events, upcoming catalysts, risks, market behaviour, and what deserves attention next.
- One email across enabled tracked companies
- Short recaps linked back to the full report view
- Designed to separate signal from noisy headlines
- Included on paid tiers
Monthly · portfolio email
Post-Earnings Recap
After a tracked company reports, Taufolio can analyze the earnings-call transcript, management tone, Q&A pressure, investor reaction, and market sentiment so you do not have to read every line yourself.
- Transcript-based call analysis
- Management tone, analyst questions, and warning signals
- Context from previous calls where available
- Email summary and report link after the call
24h after call · paid tiers
Deep Research
A high-quality, standardized company report built from primary sources and strong secondary context. The methodology is repeatable across companies, while the depth is far beyond what most users can reproduce by asking a general chat tool on their own.
- Business model, moat, management, risks, and catalysts
- Primary sources first: filings, annual reports, transcripts
- Structured output that is easy to compare over time
- Important findings linked back to source material
100 credits · about 5 minutes
Chat With Reports
Every report can become a focused research conversation. Ask follow-up questions against the report context instead of starting a blank chat or pasting large chunks of text into a general tool.
- Report-aware Q&A for generated reports
- Useful for drilling into risks, catalysts, and source claims
- Keeps the conversation attached to the research artifact
- Available through the chat add-on or included in Power
Chat add-on · included in Power
Ticker Compare
Compare companies from the research base you already built. Taufolio lines up the same dimensions across tickers so differences are easier to scan.
- 2 tickers = 5 credits, 3 tickers = 7 credits
- Matched dimensions, not redundant content
- Highlights key differences up-front
- Shareable via public link
5–7 credits · ~2 minutes
Report Diff
Run a fresh report later and compare it with the old one. Taufolio extracts what materially changed, so stale assumptions are easier to spot.
- Compares any two reports of the same type
- ~150–300 words of focused delta
- No new web search - reuses cached analysis
- Useful for checking whether the company story changed
Free · focused delta
Why the research is repeatable
A standardized workflow behind every report and recap.
Primary-source grounding
Important factual claims carry numbered citations to source material - SEC EDGAR filings, parsed earnings transcripts, annual reports, or named articles. If a material claim cannot be inspected from its citation, that is a bug.
SEC EDGAR · Azure Document Intelligence · named news
Model council
Multiple models and specialized steps analyze the same grounding set. A synthesis pass keeps what is supported, flags disagreements, and turns the work into one coherent research artifact.
Listed alphabetically: Anthropic, Google, OpenAI
See the full write-up on the methodology page.
Start with the companies you already follow.
Track a portfolio, get automated recaps, and go deep with cited reports when something matters.