Palmy Investing v. 0.3
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Redefining
Company Research

We combine our robust AI infrastructure with industry datasets, expertise in XBRL data and most importantly lot's of passion to present your complete workspace to research and manage stocks.
Get Started Free → See Plans
New on Palmy
Discover new Research Solutions on 6,530
Public US Companies -
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Risk Factors

Compare your risk analysis with key concerns mentioned by management.

Segment Revenues

Quarterly and annual revenue by product & geographic segments to unveil concentration risks.

Compensation

Track compensation for executives, directors, and VPs down to the last cent.

Insider Trading

Gain insights into the form 3, 4 and 5 trades to assess insider sentiments and patterns.

Government Awards

Unveil revenue-critical contracts with the US government to estimate the sustainability of the future business.

M&A

Palmy extracts it's M&A insights from S-4 filings to present Mergers and Acquisitions (M&A) in depth.

Employees

Assess the foreign employee attractiveness and job profiles through our H1B/PERM aggregations.

Pharma/Consumer

Industry-specific insights such as product recalls, compliance fees and premarket surveillance.

... Made for strategic investors - Your fundamentals toolbox

  • Financial Statements. Analysis tools at your fingertips to conduct value research.
    • Up to 40 years of both annual and quarterly income statements, balance sheets, cash flow statements and ratios.
    • Customizable views and tables with export options.
    Explore It Yourself →
    AAPL MSFT
  • Company Screeners. We build filters ourselves to present popular screeners, while also addressing special user requests through custom company screeners:
    • Develop your custom filters for 250+ financial metrics.
    • Filter results to preferred countries, sectors and industries.
    • Comparisons. Facilitate smooth and data-rich comparisons.
      Dividends. Access 40 years of dividend entries and related statistics to satisfy dividend hunters.
      Wall Street Estimates. Previous and future earnings forecasts.
      Calendars. Dividends, earnings and economic events by date.
      People Database. Search people who are relevant to a company such as insiders, officers and directors listed on the SEC.
  • Portfolios. Track your current positions with allocation graphs and profit from KPIs such as α, β and Sharpe ratios.
    Workspaces. Streamlining investor relations research by organizing key documents like 10-Ks, 10-Qs, proxy statements, and more into structured, searchable workspaces.

    With features like company-specific document indexes, note-taking, PDF export, and pre-structured filings for easier navigation, it’s the ultimate tool for efficient, informed investing.
  • Watchlists. Structure your ideas in fast and powerful watchlists.

Plans for your due diligence

All members receive an ad-free experience. The Lite plan includes a 7-day free trial of PRO.

Lite

For the basics

$ per month

  • 10 Watchlists
  • 10 Company Screener
  • 1 Portfolio
  • 1 Workspace
  • 10 Earnings Reports/m
Get started

Pro

Your quality research

$ per month

  • 50 Watchlists
  • 50 Company Screener
  • 12 Portfolios
  • 12 Workspaces
  • 100 Earnings Reports/m
  • Unlimited Research
Get started

Unlimited

For professionals

$ per month

  • Unlimited Watchlists
  • Unlimited Screener
  • Unlimited Portfolios
  • Unlimited Workspaces
  • Unlimited Earnings Reports
Get started

Enterprise

Get your quote

Custom

  • On-demand data services
Contact
Membership Comparison
Lite

Pro

Unlimited

Y = Years
Get started
Get started
Get started
Company Reports · Financials
Export

Annual History

10Y Unlimited Unlimited
Quarterly History

5Y - US Only Unlimited
Business Model

Revenue by Segment

1Y Unlimited Unlimited
Revenue by Contracts

Unlimited Unlimited
Brand-Products Cosmos

Target Markets

Outlook/Scenarios AI
Capital Allocation

Dividends

10× Records 1986-now 1986-now
Share Repurchase Programs

soon soon
Debt Maturity Schedule

soon soon
Forecasts

Gradings & Price Target

Future Earnings

Consensus vs. Outcome

1Y 2014-now 2014-now
Insider Roaster

Transaction history

20× Records 1Y 1Y
Price with insider activity

Compensation Expense

Structure Over Time

Per-Leader Breakdown

Company Report · Earnings Reports
Full Transcripts
Readable Reports AI 10/month 100/month Unlimited
What Went Well - What Wrong?
Themes by Semantic Relevance
Companies Mentioned
Key Performance Indicators
Related Publications
On-demand Generation
Company Report · IR
Documents
Leadership Details
Identifier Card
Worldwide Offices
Subsidiaries
Company Report · Catalysts
Risks & Opportunities
Competition
Macro Environment
Lobbying in D.C.
Labor Market
People Report
"Leaderboard" per Industry

Compensation 1Y 2020-now 2020-now
Insider Activity Latest 1Y 1Y
Age, Role, Bio, Qualifications... AI

Limited
Company Comparison
Quantity (Bookmarked ones) 15 50 Unlimited
Comperable at Once 3 8 8
Workspace
Quantity 1 12 Unlimited
Documents/Workspace 10 25 Unlimited
Document Notes
Document Export
Company Screener
Quantity 10 25 Unlimited
Criteria/Screener 5 15 Unlimited
Export
Watchlist
Quantity 10 50 Unlimited
Company/Watchlist 10 50 Unlimited
Portfolio
Quantity 1 12 Unlimited
Position/Portfolio 15 50 Unlimited
Jensen's α, β, γ and Sharpe Ratio Monthly Monthly Monthly
Custom Benchmarks
Other
Earnings Calendar
Dividends Calendar
Economics Calendar
Prebuilt Company Lists Limited Unlimited Unlimited
Country / Cities Research
Sector / Industries Research
Priority Contacts
About Contacts and FAQ
Yes, while we focus on US company research there are more than 8511 non-US public companies inside our databases too.
Absolutely! It's all a question of demand/scale, we almost add a request non-US stock every single day to fulfill our user needs.

There will hopefully be a point where we cover 100,000+ companies
Data comes from top-tier sources such as: 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-US financials comes primarily from Financial Modeling Prep (FMP). US Financials and everything related to non-alternative data sources is quoted from the SEC.
Yes, you also have to ! Your free sign up will automatically start a 7-day free PRO trial - no credit card required. Explore our benefits, and decide afterwards if you want to downgrade to the basic research (Lite version) or stick to PRO.
Our payment gateway is Stripe. You either subscribe monthly or annually with a valid debit/credit card.
You can cancel at anytime without any hassle.
Palmy PRO is 70% off for all students. Just contact us with your student mail.
Yes, but as of 04/04/2025 it's in beta, so you have to be patient. We are looking forward to launch a first version.