Palmy Investing

Palmy Investing is an all-in-one investment research platform, primarily designed for stock analysis and portfolio management. It provides a comprehensive workspace for data-driven investors, offering a wide range of features to discover, visualize, and analyze investments. Features include the ability to screen and find stocks using 250+ financial criteria, create watchlists, and compare 35+ years of global financial filings. The platform employs AI for risk and macro analysis, and uses finBERT for SEC filings. Customized performance interpretation is possible through KPIs such as alpha, beta, and gamma. The platform supports comparison of businesses and industries, provides qualitative analysis of companies, and offers a comprehensive view of stock performance with detailed financial filings. It provides deep market insights through articles, events and its macro insights country screener. A key feature is portfolio management where it provides insights through allocation graphs, performance tracking and index benchmarking. It also calculates key performance indicators (KPIs) including Sharpe Ratio, Alpha, Beta and Volatility of your portfolios. Options to review, plot past trades, fine-tune portfolio using the management system are also present. In addition, the platform allows flexible plan selection for comprehensive solutions sans any hidden costs for feature updates or new options. It offers various categories of tools designed to satisfy distinct investor needs.

Tags: stock analysis, portfolio management, data driven investing, financial criteria screening, watchlists, financial filings analysis

Category: stock market analysis

Pricing: free

Palmy Investing
stock market analysis

Palmy Investing

Palmy Investing is an all-in-one investment research platform, primarily designed for stock analysis and portfolio management.

It provides a comprehensive workspace for data-driven investors, offering a wide range of features to discover, visualize, and analyze investments.

View more details in the About section below...

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Palmy Investing is an all-in-one investment research platform, primarily designed for stock analysis and portfolio management.

It provides a comprehensive workspace for data-driven investors, offering a wide range of features to discover, visualize, and analyze investments.

Features include the ability to screen and find stocks using 250+ financial criteria, create watchlists, and compare 35+ years of global financial filings.

The platform employs AI for risk and macro analysis, and uses finBERT for SEC filings.

Customized performance interpretation is possible through KPIs such as alpha, beta, and gamma.

The platform supports comparison of businesses and industries, provides qualitative analysis of companies, and offers a comprehensive view of stock performance with detailed financial filings.

It provides deep market insights through articles, events and its macro insights country screener.

A key feature is portfolio management where it provides insights through allocation graphs, performance tracking and index benchmarking.

It also calculates key performance indicators (KPIs) including Sharpe Ratio, Alpha, Beta and Volatility of your portfolios.

Options to review, plot past trades, fine-tune portfolio using the management system are also present.

In addition, the platform allows flexible plan selection for comprehensive solutions sans any hidden costs for feature updates or new options.

It offers various categories of tools designed to satisfy distinct investor needs.

Key Benefits

Comprehensive stock analysis
Portfolio management system
250+ financial criteria screening
35+ years of global financial filings
Risk and macro analysis
finBERT for SEC filings
Watchlists creation capability
Custom KPIs interpretation
Business and industry comparison
Qualitative company analysis
Stock performance view with filings
Market insights through articles
Events and macro insights screener
Allocation graphs for insights
Performance tracking and benchmarking

Use Cases

stock analysis
portfolio management
data driven investing
financial criteria screening
watchlists
financial filings analysis

Highlights

Comprehensive stock analysis
Portfolio management system
250+ financial criteria screening
35+ years of global financial filings

Tags

stock analysis
portfolio management
data driven investing
financial criteria screening
watchlists
financial filings analysis