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Palmy Investing,

Your Competitive Edge:

Comprehensive, effective and reliable research for rational and alpha-increasing decisions.

Apple Microsoft
Lockheed Martin - Gov. Contracts
Adobe - Talent Acquisition Pfizer - Supply
Why 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 industry standards for stock analysis.

  • IB: 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 Rating & Acquisition: 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.
  • Disputes: Sometimes, disputes move markets. Take Bayer AG, for example, where tens of thousands of plaintiffs are suing Monsanto, the glyphosate developer Bayer acquired, leading to significant penalties. Our tool enables you to filter and thoroughly analyze disputes involving US-listed companies, helping you assess potential strategic risks and opportunities.
  • FDA: Food recalls, medical device recalls and enforcements, drug recalls, and critical pre-market approvals or 510(k) clearances can have a profound impact on the development and performance of companies in these sectors, such as Pfizer or Novo Nordisk. Consequently, it is crucial to stay informed about the latest and upcoming FDA events.
  • 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.
  • Country Risks: 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.
  • image/svg+xml 2021 Timothée Giet Portfolio KPIs: Automatic calculation of alpha, beta, and volatility, with the flexibility to select your preferred benchmark for the computation.
Why Palmy?

Improving The Industry Standard

Now back to the trusted industry standard that's indispensable for your leading stock analysis platform, Palmy Investing.

Stock Comparison
Worried about managing ten tabs to compare ten different securities? With our platform, you can effortlessly compare multiple stocks simultaneously, all in one place.
The Visualizer
Build custom charts from the ground up to ensure your due diligence stands out as truly unique and tailored to your specific needs.
Financials
Income Statements, Balance Sheets, Cash Flow Statements, Financial Ratios going back to 1981. Accurate financial filings worldwide.
Reader
Examine SEC filings and earnings call transcripts line by line to uncover detailed insights that poor summaries overlook.
Profile
Conduct a rapid sanity check that outlines the business, its sector, and industry, while also having near close-to-time price data in place.
Hit, Beat or Miss?
Check out what Wall Street analysts are saying about upcoming earnings and use them as a reference point to run through possible scenarios.
Insider Roaster
See the current company board, the respective roles and compensation as well as the latest insider trades.
Filtered News
Stay away from the mass of news and enjoy our investment articles, important headlines and press releases instead. Filtered for investors to unveil new perspectives and important events.
Alternative Data
Review ESG ratings, examine ESG-compliant business criteria, and use social sentiment to uncover short-term warnings that can lead to remarkable domino effects.
Stock Lists
Find new investment opportunities by continent, country, city, exchange, sector or industry. Discover more than 100 stock lists and make them yours.
Why Palmy?

There Is Even More

Every serious investor needs a dedicated space to explore new ideas and an efficient workspace to store and organize those ideas 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

Our platform is extensive. If you need a list of all PRO features take a look into the plan list.

Palmy Investing

Solutions For Fundamental Investors

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

  • No Credit Card Required
  • Instance Access
    • Try For Free

    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.