A complete AI research operation
Finn monitors your book on its own, does the research you send it, verifies every number before delivery, and remembers everything. Personalized to your portfolio, your theses and your standards. Runs from one setup email.
WHAT IT DOES
Seven jobs, shown one by one.
Tags show how each runs. Autonomous work happens without you asking.
Daily brief mock to supply
AUTONOMOUS
Morning brief
Everything portfolio-relevant that happened, read against your thesis, in your inbox before the open. Names with nothing material get exactly one line.
Large price moves trigger their own alert, with the explanations Finn checked and rejected.
FORWARD ANYTHING
Newsletter and sell-side filter
The 200 newsletters and broker notes you cannot read. Forward them. What touches your book comes back to you, and the rest is filed into searchable memory that resurfaces when it becomes relevant.
You forward a 40-page note and ask what matters here. Back come two paragraphs with page references, including where the analyst disagrees with your thesis.
AUTONOMOUS
Earnings and filings
Every print, call and filing on your names, read the day it lands, against the KPI history Finn maintains. In reporting season, pre-print notes land before each release with what would confirm or break your thesis.
Release, call and transcript are tracked as separate checkpoints. An open call is never reported as no news.
AUTONOMOUS
Thesis drift tracking
Your thesis on each name becomes checkpoints, and Finn tracks the evidence in both directions. A weakening case surfaces early, while the exit decision is still cheap.
Every position carries its maintained thesis, the KPIs watched, and the next catalyst. This is what each new event is checked against.
ON REQUEST
Models and analysis
Scenarios, sensitivities and peer comps, delivered as reports with the workbook attached. Live Excel formulas, so every figure traces to its input. After a print, the workbook is updated and re-sent.
You ask what happens to earnings if margins recover 200 bps. Back comes the worked scenario and the workbook behind it.
ON REQUEST
Meeting prep
Put the meeting in your calendar and the briefing arrives ahead of it. Where the company stands against your thesis, and the questions worth pressing on.
The briefing is built from the same maintained file as your reports, so it agrees with what you were last told.
Briefing email mock to supply
Decision ledger mock to supply
COMPOUNDS
Decision record
Every buy, sell, trim and pass saved with your reasoning at the time, then graded against what actually happened. Closed positions are never deleted, so the exit reason and the lesson stay on file.
Ask later whether your thesis actually played out, or what you keep getting wrong, and get the answer from your own record.
HOW IT WORKS
One run, start to finish.
Everything above goes through the same pipeline. Nothing is delivered until the gates close.
4. Quality gates
Automated checks on citations and tables. An independent AI review against the sources. If it cannot finish, the report is held.
5. Your inbox
Finding first, in the email body. Report and workbook attached. Quiet names get one line.
Send one email with your positions, your watchlist, and what you care about on each name. That is the whole setup. Free two-week trial on your actual portfolio.