Free during the beta
Research stocks the way professionals do.
Valuations built on SEC filings, ten years of financials, earnings reactions, a screener for every US stock, a portfolio lab, supply-chain maps and the trades of Congress and hedge funds, all in one place, with every number shown and sourced, and a readable brief in your inbox before the bell.
No credit card. Not financial advice.
Features
Everything you check before you buy, on one screen.
Research any stock
A live market board
Every stock you follow with signals, trend, volume, 52-week range and a quick-look chart, updated through the day, plus pre-market and after-hours prices, as a table, cards or a heatmap.
Valuations from SEC filings
Discounted cash flow built on reported cash flow, a Monte Carlo DCF that shows the full range of fair values, a reverse DCF that shows the growth the price assumes, and peer multiples.
Ten years of financials
Income statement, balance sheet and cash flow as filed, with 17 ratios, split-adjusted per-share numbers, analyst ratings and dividend history, side by side.
Earnings, measured
Who reports next, and how each stock has actually moved the session after its last twelve reports, timed to the minute from the company's own filing.
Compare up to 10 stocks
Put up to ten companies side by side: valuation, growth, margins, returns and risk in one table and one chart.
Supply-chain maps
Who a company buys from, who buys from it (including customers over 10% of revenue from its annual report), what it owns and who it competes with.
Find and test ideas
A market-wide screener
Filter every US-listed stock by size, sector, valuation, margins and growth, with presets and CSV export. A background crawl keeps the whole market's data fresh.
Portfolio lab
Markowitz and Black-Litterman portfolios built from your own stocks, Brownian-motion paths of where a stock or a mix could go, and ideas for stocks to add based on what you hold.
Congress, the President and hedge funds
Two years of reported trades by members of Congress, the President's filings and 21 major funds' holdings, with profiles, track records and who to follow.
Forecast ranges and trade plans
Where a price could be in 1 to 12 months from what options imply, and a trade plan with entry, stop and defined-risk option structures priced from the real chain.
Search that forgives typos
Stocks, politicians and funds appear as you type in every search box, even when a name is misspelled.
Stay on top of it
A written brief, twice a day
Before the bell and after the close: the market, your sectors and your biggest movers, written as a short readable brief and sent by email or text.
Alerts that matter
Big moves in your stocks, new trades by the politicians you follow and new filings from the funds you follow, by email, text or push.
Economy, rates and a calendar
Earnings, economic releases and IPOs on one calendar, the Fed schedule, fear and greed, and the Treasury yield curve with its inversion history.
Your account, protected
Passkeys, email confirmation, and a "was this you?" email whenever someone signs in from a device we haven't seen.
Why SM Investments
What sets us apart
Math you can check
Every number, from a fair-value estimate to a forecast range, comes from tested code applied to real data. No language model is asked to guess a price.
Honest about what works
We backtest our own signals and publish the result, including when a signal did not beat an ordinary day. You see the evidence next to the number.
Straight from the source
Financial statements and customers from SEC filings, economic data from the BLS and Treasury, trades from official disclosures. Sources are labeled throughout.
Terminal breadth, without the terminal
Financials, earnings, screening, supply chains, portfolio optimization, insider and political trades, rates and alerts in one place, instead of five subscriptions.
| Typical free sites | Professional terminals | SM Investments | |
|---|---|---|---|
| 10 years of statements from SEC filings | Some | Yes | Yes |
| Customers over 10% of revenue, from the 10-K | No | Yes | Yes |
| Congress, President and hedge-fund trades | Some | Yes | Yes |
| Earnings moves timed to the release | No | Yes | Yes |
| Screen every US stock | Some | Yes | Yes |
| Portfolio optimization and simulated paths | No | Yes | Yes |
| A readable daily brief by email or text | Some | Yes | Yes |
| Published backtests of every signal | No | Rarely | Yes |
| Price | Free with ads | $20,000+ a year | Free in beta |
Comparison is general and reflects typical offerings; individual products differ.
Pricing
Free while we build. Paid plans are coming.
Free
- The live market board and your own watchlist
- Valuations, financials, earnings and compare
- The market-wide screener and portfolio lab
- Supply-chain maps and trade trackers
- Daily briefs and alerts by email or text
- Calendar, economy and yield curve
Plus
- Everything in Free
- More alerts and saved screens
- Portfolio tracking
- Exports
Pro
- Everything in Plus
- Deeper history and faster data
- API access
- Priority support
Questions
Is this financial advice?
No. It's research and education. We aren't a registered investment adviser, and nothing here is a recommendation to buy or sell anything. See our Terms.
Where does the data come from?
Company filings from the SEC, economic data from the BLS, BEA, Treasury and the Federal Reserve, prices and listings from market-data providers. Sources are labeled throughout.
Do you use AI?
Only to make our emails easier to read. Every number is calculated by our own tested code; a language model then rewrites those facts as a short brief, and we check that every number in its draft matches ours before it's sent. If anything doesn't match, you get the plain version instead.
What does it cost?
It's free while in beta. Paid plans with extra features are coming; you'll never be charged without choosing a plan.
What do you do with my information?
We use it to run your account and personalize your watchlist. We don't sell it and don't use ad trackers. You can delete your account at any time.
Start with the stocks you care about.
Pick your sectors and indices, and your watchlist builds itself.
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