The operating system
for long/short equity research.

From macro regime quantitative screen company research trade structure portfolio. Everything you need to find, research and monitor the next idea.

MACRO SCREENER RESEARCH STRUCTURES PORTFOLIO live
Macro dashboard - ISM manufacturing and services PMI tiles
Quant screener across US sectors
Per-ticker research idea template
Scroll
// 01the problem
The problem

Your research workflow shouldn't look like this.

FRED
Reuters
SeekingAlpha
10-Ks
Options platform
Excel
Company IR
PDFs
Browser tabs
Watchlists
Koyfin
deepvue
ONE TERMINAL
macro → screen → research → structure → portfolio

It shouldn't take 40 tabs and half a dozen tools to answer one investment question.

// 02from worldview to portfolio
Watch an idea go from worldview to portfolio

From worldview to portfolio.

01
Quant screen finds the outlier
2,500 names, scored inside every peer group - daily.
02
Estimate revisions accelerate
Consensus trend confirms something is changing.
03
Ticker page reveals improving KPIs
Industry-specific metrics across the quarters.
04
Transcript confirms a solid MOP
Management operating plan + optimistic commentary.
05
Catalysts identified
Dated events, newsflow and price reaction mapped.
06
Options structure constructed
Payoff, sigma bands and price target.
07
Added to watchlist for timing
Ranked, earnings-aware, conviction-tagged entry.
08
Position added to portfolio
Sized against gross / net / long / short exposure.
// drill down to the single name
Full universe2,500 stocks
Outlier supersectorConsumer Cyclical
Peer groupQSR
Single-name outlier1
One holistic workflow. One platform.
// 03the product
01 / UNDERSTAND THE REGIME

Macro intelligence, without the noise.

ISM, NFIB, FRED, EIA, credit spreads, Fed expectations, commodities, housing and consumer data - with the actual ISM statements people care about.

  • Establish your worldview before you pick a side
  • Long / short read-through notes on every release
MACRO
Macro dashboard with ISM PMI tiles and statements
02 / FIND THE OUTLIERS

Find what's changing before smart money rotates and dumb money FOMOs.

Estimate revisions, fundamentals, valuation, peer groups, custom screens and options liquidity - drill down to the winners and losers.

  • 2,500 stocks, scored inside each peer group, daily
  • Sector tabs, custom groupings, outlier scoring
COMPREHENSIVE QUANT SCREEN - US EQUITIES >$1B MCAP, FORWARD ESTIMATES & REVISIONS
SCREENER
Quant screener with sector tabs and Excel export
03 / RESEARCH

Research a company without rebuilding the dataset yourself.

Create an idea and watch the fields prefill from your data & AI: business summary, quants & KPIs, MOP, key drivers, newsflow, bull & bear case, catalysts, price target and trade structure.

  • Fundamentals, KPIs, estimates, transcripts, news, filings, options
  • Focus on analysis, not data collection and number crunching
RESEARCH
Per-ticker idea template with business overview and KPIs
04 / STRUCTURE

Go from thesis to trade.

Build the structure and see max profit, max loss, breakeven and sigma bands against your price target - so you see the utility, not just "live options structuring".

  • Verticals, spreads & single legs with live chains
  • Bjerksund-Stensland pricing with sigma probability bands
STRUCTURES
Options structure payoff diagram with sigma bands
05 / PORTFOLIO

Your ideas shouldn't disappear into a watchlist.

Gross, net, long and short exposure at a glance, with each position's side and weight - the last step of discovery research structure monitor.

  • Gross / net / long / short exposure tracking
  • Per-position side & weight, privacy mode for screens
PORTFOLIOprivacy mode
Gross
182%
Net
+38%
Long
110%
Short
72%
CMGLONG+2.1%14.0%
WINGLONG+0.8%11.5%
BROSSHORT-1.4%9.0%
SBUXSHORT-0.6%7.5%
SHAKLONG+1.2%6.0%
// 04built for research
Depth on every name

Built for the way you actually research.

The product is the workflow. The product is the process. Every ticker carries the same institutional depth, so you focus on analysis, not data collection.

// KPIS

Seamless peer KPI comparisons

Industry-specific KPIs lined up across a company's peer group, quarter by quarter.

Peer KPI comparison across a company's peer group
// AI

Transcript intelligence

Executive summaries and management sentiment from every earnings call.

AI transcript summary and sentiment
// NEWS

Newsflow, scored

Headline sentiment mapped against the subsequent price reaction, per ticker.

News sentiment and returns heatmap
// WATCHLIST

Actionable watchlists

Ranked, earnings-aware and conviction-tagged - your live pipeline of ideas.

Actionable watchlist with earnings strip
// 05membership
Membership

One workflow. Three levels of depth.

Information discovery complete workflow. Basic and Plus are increasingly constrained ways of accessing the same research engine - Pro is the whole thing.

Billed monthly - cancel anytime
Basic
$39/ mo
Stay informed on the macro regime and the tape.
  • Macro intelligence
  • Macro data & charts
  • News intelligence
  • Quant screening
  • Ticker research
Get started
Plus
$59/ mo
Discover ideas across the full universe.
  • Everything in Basic
  • Quant screening - 2,500 stocks
  • Watchlists
  • Options structuring (limited)
  • Ticker research (limited)
Get started
Most complete
Pro
$99/ mo
The complete long/short research workflow.
  • Everything in Plus
  • KPIs & transcripts
  • Idea templates
  • Ticker research & options (full)
  • Portfolio
Start with Pro
Compare every feature across plans
The long/short operating system

Stop researching across six different platforms. Start building better trades today.

Stop wasting time - start relying on an efficient, repeatable, systematic research process.

Start researching Compare plans