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Empowering
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with institutional insights.

Your all-in-one workspace to find and track investments.

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Seeing Is Believing

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Watchlist Portfolio Screener

Dive Deeper

Great investments start with
greater insight.

Stock Screeners

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Why To Choose Palmy

Competitive Edge

It would be dull to offer only what every investor already knows. That's why Palmy Investing specializes in innovative and incomparable analysis tools, while also improving status quo for due diligence and tracking.

  • Industry Benchmarks

    Accessing reliable industry benchmarks (IB) can be both costly and time-consuming. Our tool eliminates these obstacles, empowering you to benchmark any industry using any metric with ease, including advanced ones like HiLo Risk.

  • Contextualizer

    Gain unparalleled insights into business relationships, locations, competitors, and global subsidiaries with the Contextualizer.

  • Segments

    Assess the strengths and weaknesses of businesses by analyzing historical sales data broken down by geographic region and by product/service segments.

  • Risk Factors

    Review the most recent risk factors disclosed by management. Use our machine-learning noise filter to classify these factors according to their level of negativity, with implementation provided by the well-reputed FinBert model.

  • Employees

    Gain insights into employee surveys about the workplace (culture, hierarchy) and their (optimistic) future business assessment as well as quarterly talent acquisition figures (foreign employees).

  • Government Contracts

    It’s not only defensive stocks, such as Lockheed Martin, where government contracts can make up a substantial portion of total sales. For this reason, it is crucial to be able to analyze the details of high-value contracts and monitor them, along with their subcontracts, over time.

  • M&A

    Examine past, recent, and upcoming M&A transactions to access detailed deal structures, including security types, proposed maximum offer prices, important dates such as merger plan or closing business and more key metrics.

  • Macro

    Identify risks through a macroeconomic country analysis in which the respective company operates. We visualize interest rates, CPIs, long-term unemployment, FDI flows, country risk premiums, and many more indicators for more than 250 countries over time.

  • ai
    Qualitative Analysis

    Leverage our LLM infrastructure to obtain comprehensive assessments of enterprise risk and opportunities. Retrieve analyst-like, high-quality and exclusive analysis in a discussion format.

New Opportunities
Supply Analysis Try PFE

Supply Portfolio

  • Analyze brands, services, custom government orders, products & even supplements.
  • Monitor supply chains to recognize public listed & privately held manufactures.

Premarket & Compliance

  • Analyze all past & ongoing clinical trials, PMAs & 510Ks.
  • Track compliance costs over time.

Product Problems

  • From now on, no impending product recall will pass you by.
  • Pursue product abuses to ensure that mission-critical products work in the real world.
Your all-in-one workspace
Improving The
Status Quo

Our solutions are built by investors, for investors. We know what you need and how to make your life easier.

Hit, Beat or Miss?

Check out what Wall Street analysts are saying.

Financials Since 1981

Income, balance, cash flow and financial ratios.

Filings / Transcripts Reader

Read earnings transcripts and filings.

Executives & BofD

Compensation breakdowns, sourced from proxies.

Shareholder Breakdown

Track major beneficial owners and portion of institutes, insiders and retail ownership..

Lobbying Disclosures

See how much money is spent in DC over time.

Dividends

Track dividends over the past 30 years.

Compare Stocks

No more need for switching tabs to compare five different securities.

There Is Even More

Every investor needs a space to explore new ideas and an efficient way to access and organize them for future decisions.

Custom Stock Screener

Find better investments through filtering 10k+ globally listed stocks. Build your own stock screeners with 250+ custom financial criteria.

Customized Stock Screener - Palmy Investing
Find New Opportunities
Find New Opportunities

Smart Watchlist

Track your favourite stocks and potential investments. Profit from allocation charts, filtered news and upcoming events.

Smart Watchlist - Palmy Investing
Create Watchlist
Create Watchlist

Portfolio Manager

Take full control with our all-in-one portfolio managing solution. Say goodbye to manual tracking and let us do the hard work for you.

Features

ETFs, Stocks and Cash

Track Your Allocation

Built-In Asset Screener

Intuitive Management

KPIs Over Time

Share With Others

Benchmark Your Performance

CSV Import, PDF Export

Custom KPI Calculations:

Set Your Risk Free Rate

Custom KPI Calculations:

Set Your Benchmark

Create Portfolio

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Black Friday Deals

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Professional Membership

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Use your competitive edge . Join our fast-growing platform and get access to all the features that make Palmy Investing stand out.

What’s included

  • Priority Que
  • Future Pro Features
  • Export Charts and Tables
  • 5x Portfolios
  • Unlimited Watchlists
  • Unlimited Custom Screener
  • Unlimited Stock Analysis
    • See All Benefits

Month Deal

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€12.99 €6.49 / First Month

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Year Deal

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The best deal of 2024/25 !

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Open Questions?

Contact us if our FAQ can't help you. We are here to assist you.

Does Palmy have Black Friday Deals?

Yes, check out our unbeatable Black Friday Deals. Time Left:

Where do you get your data from?

Key components of the infrastructure include the Census Bureau, Department of Labor (DOL), USAspending.gov, USPTO, Food and Drug Administration (FDA), Federal Reserve Economic Data (FRED), Organisation for Economic Co-operation and Development (OECD), World Bank, OpenAI, Gemini, and manually compiled datasets such as those from Professor Damodaran.
Non-SEC-related data primarily comes from Financial Modeling Prep (FMP).
US Financials and 10-K/10-Q related information are sourced directly from the SEC.

Can I Use Palmy Investing for free?

Yes, absolutely. You decide whether or not we are good enough to become your paid research service. Though we always recommend to compare your free version to PRO and decide afterwards - And your support is crucial to pay Licenses, Databases, Machine Learning and Severs.

Is your platform reliable?

Even though we are a very new startup, our current version, v. 0.2.2 is very reliable. We validate every financial number before it goes to the public by applying multiple algorithms.

How can I contact you?

Send an email

What payment methods do you accept?

The payment gateway is Stripe. There is also the option to pay with PayPal if you have no applicable credit/debit card.

Is there a student discount?

Ironically this platform is maintained and built by a student of computer science with a favor for finance & investing. Therefore any student can contact us with a valid student e-mail to retrieve an unbeatable discount.

Can I cancel at anytime?

Yes, you can cancel anytime - No questions are required to be answered while you cancel but we would highly appreciate if you will give us some feedback.

Do you license your financial data for other businesses?

Yes, we do. See Palmy For Business for details

What can I expect from future updates?

A lot. Especially for subscribers, since they can access beta features and submit their feedback to shape new analysis tools from the start on.
Our main task is to prepare the SEC filings even better and to provide exclusive insights quantitatively (especially regarding exhibits, proxies, amendments).
At the same time, we would like to probe new opportunities, e.g. detailed ESG reports (e.g. CDP) or supply chain analyses of non-US imports/exports seem to be of particular interest to users.

Do you provide a public API?

We'll provide one soon. You can register on our waiting list to secure a place for it's beta. See https://palmy-investing.com/api

Palmy Investing

Solutions For
Value Investors

The workspace to enrich your due diligence. Convince yourself.

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