About

Palmy Investing

Let's get it straight - Why Palmy?

Because of our unbeatable cost performance and exclusive datasets for retail investors.

The competitive edge starts where the industry standard ends. Solutions such as our Databases for: Segments, Risk factors, M&A, MD&A (...) are exclusive and offered to minimal costs.

This is our spirit; Bringing unknown datasets, tools and power to retail investors to support rational and alpha-increasing decisions. While also ensuring to build and continuity improving well known solutions such as a SEC filing reader.

However we also strictly believe in a world, where financial data should be more open, transparent and simpler to find. Therefore the free plan covers many areas of the platform, completely without subscription.

Our members are our shareholders

We build for our supporters, and future ones.

Every suggestion, every critique, and every error report counts and helps to realize the dream of becoming the top-tier research platform.

What does Palmy Investing mean?

The palmy (prosperous:successful:glorious) times for investors. We describe the state of investing as the growth of wealth in our name, image and intellectual property.

Testimonials

You stand out with your exclusive datasets and advanced stock screener, offering us investors unique insights to uncover hidden opportunities in the market.
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Max T.
Palmy Investing really shines with its in-depth stock analysis, especially with the institutional-grade datasets/tools such as M&A tracker. It gives you insights that you won’t find just anywhere.
User of Palmy Investing' early version
Tim W.

Some Roadmap Items

2024/25

Podcast Series

Considering to launch a weekly or semi-weekly podcast series that delves into niche topics and broader subjects, such as market summaries and discussions of upcoming events.

2025

Members Forecasts

Members take on the role of analysts. They submit their earnings estimates, receive the consensus from other members, and are expected to provide transparent reasoning for their predictions

User Interface:
  • Faster
  • More Intuitive
  • Increase Design Quality
Stock Analysis:
  • More Datasets Outside US
  • Authorship Program
Stock Screener:
  • Creation Without Sign Up
  • More Operators (i.e OR)
  • Alerts
...

Articles by Users

  • 2024

    The Portfolio Manager & Guideline

    How to set up custom computation benchmarks for your monthly α, β, γ.

    Continue reading

  • 2024

    Stock comparison tool in a nutshell

    Bored of analyzing stocks one after another? When and how to use the stock comparison tool?

    Continue reading

  • 2024

    How the fundamental analysis (fa) algorithm works

    The naive algorithm, naive due to it's nature of not knowing the context is applied over all stocks that have quarterly financials in place ...

    Continue reading

Articles by Palmy

  • 2024

    Waste Management (WM) - SWOT & Tearsheet

    Waste Management, Inc. is the leading provider of comprehensive waste and environmental services in North America ...

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