Palmy Investing v. 0.27
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Shaping the Future
of Equity Research.

We present qualitative and quantitative research that goes far beyond the status quo.

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Get started quickly and gain new insights.

Your Platform
For New Research Insights

Palmy specializes in the presentation of new datasets and tools for U.S. companies.

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.

Lobbying Disclosures

See to what financial extent strategic interests are lobbied in Washington, D.C.

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.

... Value is what you get - 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.
  • Watchlists. Structure your ideas in fast and powerful watchlists.

Investor Relations
Inside Your Workspace

Palmy presents workspaces to structure your work with IR materials such as a 10-K in a smooth & efficient way.

"Notions for Investing"

  • Company Document Index
    Each company has an index structuring all its documents. You can also follow that index inside one of your workspaces to never miss a new document.
    What Documents Are Covered?

    10-K, 10-Q, S-4, Proxy statement, Form 3/4/5, Lobbying disclosures, Government orders and Earnings call transcripts.

    Open Sample Index →
    ADBE ORCL
  • Feature-rich

    We offer features that support your workflow, such as the possibility to take notes for a document, export it as a PDF and keyword search.

    When it comes to recent 10-K filings, we also apply a pre-structuring option so that you can scope the filing (e.g. "Auditor Information").

Flexible Plans Addressing Your Needs

Get unlimited access - Your PRO support helps us to maintain, improve and scale Palmy to fulfill our mission.

Annual Save 25%
Monthly

Lite

The basics - free PRO trial inclusive

Free

  • 10 Watchlists
  • 10 Company Screeners
  • 1 Portfolio
  • 1 Workspace
Get started

PRO

Complete, unlimited opportunities.

€9.75 /month

  • 50 Watchlists
  • 50 Company Screeners
  • 5 Portfolios
  • Unlimited Equity Research
  • Full Financials - Export Included
  • Future PRO Features
Get started

Features

Lite

PRO
Company Research
Annual Financials 10 Years Unlimited
US Quarterly Financials 5 Years Unlimited
Non-US Quarterly Financials Unlimited
Wall Street Estimates 2 Years Unlimited
Earnings Calendar Limited Unlimited
Dividends Calendar Limited Unlimited
Board & Officers Unlimited Unlimited
Compensation Breakdown - Proxy Statement
Sample
Unlimited
Stand-alone Profiles - Transactions, Opinions, Compensations
Sample
Unlimited
Risk Factors - 10-K 3/Company Unlimited
Segment Revenues - 10-K
Sample
Unlimited
Insider Transactions - Form 3/4/5 5/Company Unlimited
Government Awards - US Spending
Sample
Unlimited
Mergers & Acquisitions - Form S-4
Sample
Unlimited
Lobbying Disclosures - LD 1/2 5/Company Unlimited
Supply Analysis - FDA, SEC ...
Sample
Unlimited
Macro Analysis - World bank, OECD ... Unlimited Unlimited
Employee Statistics - DOL (H1B/PERM) Unlimited Unlimited
Company Comparisons
Quantity (Saved Ones) 15 50
Compared At Once 3 8
Workspaces - The better SEC
Quantity 1 10
Documents/Workspace 10 25
Document Notes ✓
PDF Export ✓
Company Screener
Quantity 10 50
Criteria/Screener 5 15
Easy Export ✓
Watchlist
Quantity 10 50
Stocks/Watchlist 10 30
Portfolio
Quantity 1 5
Positions/Portfolio (ETF or Stock) 15 50
PDF Export ✓
Monthly α, β, γ and Sharpe Ratio ✓
History ✓
Benchmark For Calculations S&P 500 Custom

Services - Open For
Data Licensing

Also having a beta for our RESTful API.

Request to Join Beta
  • Standardized. We invite you to our API beta for shaping a robust endpoint catalogue together. You will benefit from lucrative discounts after the beta ends.
  • Custom. Palmy remains flexible to your specific data requests and will respond with custom integrations and endpoints
  • Use cases. Our data solutions are designed for professionals looking for niche products, family offices, and startups, supporting open competition.

Frequently Asked

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-US financials comes primarily from Financial Modeling Prep (FMP). US Financials and 10-K/10-Q related information are sourced directly from the SEC.
How reliable is your platform?
We ensure that our current version, v. 0.27, maintains high reliability. We validate everything you see before it’s displayed and continuously work on addressing any gaps.
What's the difference between PRO and Lite?
The key difference lies in the quantity and unlimited access to every PRO solution Palmy offers. Head over to the plan comparison for a detailed breakdown.
How do I upgrade to a PRO plan?
Our payment gateway is Stripe. You either subscribe monthly or annually with a valid debit/credit card. We also introduced "link" to subscribe. Become a PRO
Can I cancel at anytime?
Yes, you can cancel anytime without any hassle.
What can we expect from future updates?
We are optimizing the platform, fixing bugs, and introducing new solutions focused on providing exclusive insights into SEC filings and their corresponding quantifications.
Can I use this platform on mobile?
Yes, you can access our platform on all devices, worldwide.
Is there a student discount?
Sure, students interested in Palmy PRO can contact us with a valid student email to receive an exclusive discount.
How can I get in touch?
There are plenty of options listed on our contacts page.