Equity Research Pilot

A small paid pilot · MCP for your AI agent

Start with the conclusion.
Follow the evidence.

Turn supported financial filings and reviewed assumptions into a concise, conditional valuation. Ask your agent to explain any number in the saved report.

Request demo or access   Read the MSFT example

01 · Check

Know what is missing

Check filing dates, debt, shares and industry assumptions before starting an analysis. Missing values stay visible.

02 · Understand

Read a brief conclusion

See the conditional valuation and its most important limitations first. One completed, calculable report uses one credit.

03 · Explore

Ask a better follow-up

Navigate assumptions, sensitivity and original evidence in the same saved report without another analysis credit.

Simple, fixed-term access

One user per customer workspace. Manual activation after coverage and connection checks. No automatic renewal.

Read-only demo

Free

Saved MSFT example
No new analyses

Reader access by request. A separate demonstration workspace.

7-day trial

$9 USD

7 days · 3 successful analyses

One trial per customer. Includes initial connection assistance.

Research pass

30-day access

$29 USD

30 days · 20 successful analyses

The same research tools, with more room to compare assumptions.

Service prices before any applicable taxes; we confirm the final payable total before payment. Your AI agent or gateway may charge separately. The companion Skill is free and does not include service access.

What counts as one analysis?

One completed report with a calculable valuation. Built-in bear, base and bull cases are included. Three separately submitted scenarios use three credits. Failed, interrupted, cancelled or non-calculable runs release their reservation. Prechecks, report reads and follow-ups use no analysis credits, subject to request limits.

Before you pay

  1. We verify your client, supported securities and available filing dates. MSFT is the initial demonstrated example; other coverage requires checking.
  2. We agree the package, final total and payment method by private correspondence. There is no automatic checkout or recurring charge.
  3. After payment confirmation, we privately deliver your customer endpoint and key. Your term starts after the connection is confirmed, with explicit UTC start and end times.
Know the limits. Cached filings are not a live market feed. User-reviewed assumptions remain conditional. The pilot does not execute trades, guarantee accuracy or returns, or include ongoing human analyst research. One active analysis per customer; 120 requests per minute. Initial admissions are limited.

Connection guide · Service terms and refunds · How data is handled