Palmy Investing
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Stock Research,
that Drives Alpha

For long-term investors doing fundamental due diligence, not noise hunting. Research and manage equities at scale — with clarity, depth, and speed.

Streamline Equity Research with Powerful Features

30+ Countries

Financial Statements

Up to 40 years of customizable tables & charts for income statements, balance sheets, cash flow statements and ratios.

US Coverage

Business Model

Understand how the company makes money. Analyzing trends and changes in capital allocation, reported segments, geographic exposure and industry nuances has never been that easy.

US COVERAGE

Industry Nuances

Your research report adapts to the specifics of each industry.

For food companies, you'll see product recalls. Defense stocks, by contrast, highlight U.S. government contracts. And in pharma, it's all about premarket surveillance and clinical trials.

US COVERAGE

Strategy Review

How is the leadership reacting towards industry trends, risks and other head/tailwinds?

Streamline audio of C-level executives answering analyst's questions, get all board members, and review the mentioned item 1A risk factors of a 10-K filing. After all, see how the words shift into action, by reviewing their insider transactions with ease.

5+ Countries

Projection

Get 10 years (and counting) of detailed wall street estimates.

See how consensus vs. outcome, and if they turn out to be a catalyst for future fundamentals.

Speeding Up Your Work

Introducing watchlists, portfolios, workspaces, company screeners and more. All tailored for your speed, accuracy and simple design.

  1. Portfolio Management

    Instant portfolio insights with live allocation charts, performance KPIs, and smart benchmarking.

    Key Features

    • Community rating, get real feedback.
    • Custom α, β, σ and Sharpe ratio calculations.
    • 188 worldwide indices to benchmark against.
    Get Started Free
    Guide

  2. Watchlists: Not Reinvented, Just Smarter

    Make your due diligence smoother and improve your organisation by using our watchlists.

    Key Features

    • Global coverage
    • Allocation graphs
    • Design your own columns – e.g. Debt/EBITDA
    Get Started Free
    Guide

  3. Workspaces: Made for IR bookworms

    Quickly navigate investor relations research by organizing key documents, like 10-Ks into structured, searchable workspaces.

    Key Features

    • Read and annotate Transcripts and SEC filings
    • Browse company document indexes and follow them
    • PDF export for streamlined analysis
    Get Started Free
    Guide

  4. Company Screener: Your Idea Engine

    Let Palmy’s Idea Engine quickly filter stocks based on your style—finding potential investments fast without manual browsing.

    Key Features

    • Customizable filters to pinpoint stocks by fundamental and other criteria
    • 250+ financial metrics to work with
    • Result export, and inline watchlist creation
    Create Screener
    Guide

  5. Company Comparisons: Financial Data Warn

    Quickly compare fundamentals, Wall Street estimates, and more side-by-side — ideal for peer reviews and faster decision-making without sifting through multiple reports.

    Key Features

    • Save, edit, and remove companies on the fly.
    • Compare, chart, and download up to 40 years of financial data for up to 8 companies.
    • Strategic comparisons across Business Model, Macro, Industry, and Ownership.
    Start Comparison
    Guide

  6. Earnings Reports: Applying LLMs at Scale

    Decide instantly if a deeper dive into earnings reports is worth your time—powered by Large Language Models delivering context-aware, verifiable transcript insights.

    Key Features

    • Semantic Categorization
    • Thematic Analysis
    • KPI Highlight
    • Company Mentions
    • Source Transparency
    Microsoft Demo
    Guide

Get started today

It’s time to take your due diligence to the next level.
Jump in and start your research.

Create new account

Flexible Plans for you

All members receive an ad-free experience. We also offer a 30-day free PRO trial.

20% OFF

0 Days 0 H 0 M 0 S

Lite

For the basics

$

  • 10 Watchlists
  • 10 Screener
  • 1 Portfolio
  • 1 Workspace
Get started

Plus

Best Deal

  • 100 Watchlists
  • 100 Screener
  • 50 Workspaces
  • 25 Portfolios
  • Unlimited Research
  • Plus Features
  • Export
Get started

PRO

Palmy Without Limits

  • Unlimited Watchlists
  • Unlimited Screener
  • Unlimited Portfolios
  • Unlimited Workspaces
  • Unlimited Research
  • PRO Features
Get started

Plan Comparison

A detailed table, showing you all features.

L = Limited
Lite

Pulse

PRO

Company Reports · Financials
Export

Annual History

L
Quarterly History

L
Dividends History

L
Insider Transaction History

L
Business Model
SHOW
L
Forecasts
SHOW
L
Company Report · Earnings Reports
Full Transcripts L
AI Reports
SHOW
L
Company Report · IR
Documents
Directors & Officers
Identifier Card
Worldwide Offices
Subsidiaries
Company Report · Catalysts
Company Feed L
Risks & Opportunities
Competition
Macro Environment
Lobbying in D.C. L
People Report
Insider Activity
Role, Appearances ... AI

Company Comparison
Quantity (Bookmarked ones) 15 100
Comparable at Once 3 8 10
Workspace
Quantity 1 50 Unlimited
Documents/Workspace 10 25 100
Saved Companies/Workspace 10 25 100
Saved Keywords/Workspace 10 25 100
Document Notes
Document Export
Company Screener
Quantity 10 100 Unlimited
Criteria/Screener 5 15 25
Export
Watchlist
Quantity 10 100 Unlimited
Company/Watchlist 10 50 300
Portfolio
Quantity 1 25
Position/Portfolio 15 30 50
Monthly α, β, γ and Sharpe
Custom Benchmarks
Other
Earnings Calendar L
Dividends Calendar L
Economics Calendar L
Prebuilt Company Lists L
Country / Cities Research L
Sector / Industries Research L
Currency Research
Articles/News
Priority Support

All You Need to Know

Common questions answered. Explore everything from data sources to pricing and mobile compatibility.