Stock Research
The AI Research page offers three powerful tools for investment analysis.
Individual Stock Analysis
Enter any ticker symbol and click "Analyze" to receive an AI-generated research report. The report includes:
- Summary — A concise overview of the company and its current market position
- Strengths — Key positive factors and competitive advantages
- Risks — Potential threats and challenges to be aware of
- Outlook — Forward-looking assessment of the stock's prospects
- Verdict — An overall rating: Bullish, Neutral, or Bearish with reasoning
The analysis also displays live market data including price, market cap, P/E ratio, dividend yield, beta, and 52-week range.
Portfolio Health Check
Select a portfolio and run a Health Check to receive an AI assessment of your overall portfolio. The health check evaluates:
- Diversification quality
- Concentration risks
- Sector balance
- Position sizing
Results include a score (0-100), a letter grade, specific issues flagged by severity (critical, warning, info), and actionable suggestions.
AI Research Limits by Plan
| Plan | AI Queries per Day |
|---|---|
| Free | Not available |
| Pro | 10 |
| Premium | 50 |
Note: AI Research (stock analysis, health checks, and smart search) requires a Pro or Premium plan.