Palmy Investing
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We have just announced our API launch

Empowering
private investors
with institutional insights.

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

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Seeing is Believing

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Portfolio

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.

New Opportunities
Stock Analysis
  • 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 the business 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 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

Product/Service Search

  • Track the supply portfolio of US companies to analyze important services, products and even supplements.
  • Distinguish between custom government orders and public/specific sales scope.
  • Recognize important manufacturers, whether private held or public company, we track all.

Premarket & Compliance

  • Have an eye on important clinical trials.
  • Analyze approved, withdrawn and other stated past and ongoing PMAs & 510Ks.
  • Track compliance costs over time.

Product Problems

  • From now on, no impending product recall will pass you by.
  • Analyze the effects of recalls for food, medical devices and drugs.
  • 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?

Financials Since 1981.

Filings / Transcripts Reader.

Board of Directors

Compare up to 8 Stocks

Visualize Everything

Filtered Articles

DNA

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 stocks through customizing 250+ financial criterias and filters. Including those that are not screenable somewhere else, like segment screening.

Find New Opportunities
Find New Opportunities

Smart Watchlist

Keep an eye on your favourite stocks or those you identify as potential buy/sale cases. Set price targets and quickly check performance maps, recent news and upcoming events.

Create Watchlist
Create Watchlist

Portfolio Manager

Benchmark your portfolio with Palmy Investing. Take full control of how your alpha, beta, and volatility are computed; Set custom index benchmarks and a risk-free rate for tailor-made calculations.

Features

Allocation Charts

Asset Screener

Intuitive Management

ETFs

Performance Over Time

Simple Pricing

One subscription tailored for your needs. Gain insights through the entire infrastructure of Palmy Investing and increase your alpha.

Professional Membership

Access Everything. Our pro membership is the perfect fit for data-driven investors with a favor for value investing who seek for institutional-grade, high quality insights.

What’s included

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

€12.99 EUR/Month

Subscribe To PRO

Open Questions?

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

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. If you are unsure, we recommend you to start your free 30-Days trial as a professional member.

Is your platform reliable?

The current version, v. 0.2.1 is very reliable. We validate every financial number before it goes to the public by applying multiple algorithms.

How can I contact the Palmy Investing team?

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

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.

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.
Palmy Investing

Solutions For
Fundamental Investors

The workspace to enrich your due diligence. Seeing is believing. Convince yourself.

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