Confident Investing Starts with Deeper Insight

All-in-one platform for fundamental, long-term investors.
Research and manage equities at scale — with clarity, depth, and speed.

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Research 6,530 US and 8,513 non-US Equities

Intelligence, delivered to you. - Value is what you get

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.
Seeing is Believing →

$BRK-A $COST
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.
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.

NEW

AI Earnings Reports. Highlighting key performance indicators, successes and setbacks, semantically grouped themes, mentioned companies, and other key highlights for fast, insightful analysis.

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$MSFT

NEW
Resources. Offering practical walkthroughs, feature highlights, and insights to help users make the most of Palmy’s investing tools through real-world examples and updates.

Fair plans for your
due diligence

All members receive an ad-free experience
and we offer a 30-day free PRO trial.

Lite

For the basics

$ per month

10 Watchlists
10 Company Screener
1 Portfolio
1 Workspace

Get started

PRO

Unlimited

For professionals

$ per month

Unlimited Watchlists
Unlimited Screener
Unlimited Portfolios
Unlimited Workspaces

Get started

Plan Comparison	Lite	PRO	Unlimited

= Not Available, L = Limited = Unlimited/Available	Get started	Get started	Get started
Company Reports · Financials
Export
Annual History	L
Quarterly History	L
Business Model
Revenue by Contracts	L
Brand-Products Cosmos
Target Markets
Capital Allocation
Dividends History	L
Share Repurchase Programs		soon	soon
Debt Maturity Schedule		soon	soon
Forecasts
Gradings & Price Target
Future Earnings
Consensus vs. Outcome	L
Insider Roaster
Transaction history	L
Company Report · Earnings Reports
Full Transcripts	L
AI Reports New Tutorial	L
What Went Well - What Wrong?
Themes by Semantic Relevance
Companies Mentioned
Key Performance Indicators
On-demand Generation		Within 24 hours	Within 24 hours
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	8
Workspace
Quantity	1	12
Documents/Workspace	10	25
Document Notes
Document Export
Company Screener
Quantity	10	25
Criteria/Screener	5	15	25
Export
Watchlist
Quantity	10	50
Company/Watchlist	10	50
Portfolio
Quantity	1	12
Position/Portfolio	15	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

FAQ

Ensure to also check out our About us page to get more context about this platform.

Yes, while we focus on US company research there are more than 8,000 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, your Lite account gives you the option to start a free PRO trial for 30 days.

We recommend the Unlimited plan to PRO members who work active & extensively with the platform and may have already reached a quantity limit. PRO is enough for most investors, while Unlimited gives you the munch better scale option for things like Screener, Watchlist, Workspace, Portfolio ...

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.

Sure, there are special offers for students. Just contact us with your student mail.

Please email request@palmy-investing.com, and we’ll investigate immediately.

Yes, the design is responsive. Though we recommend you to use a large screen.

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