FOR RIAs · CITED NOTES

Client market notes where every number links to the filing.

Drafted by AI from SEC filings, checked against marketing-rule red flags, approved by your CCO, and archived for exams. Send a weekly note in minutes instead of hours.

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General education only · no buy/sell calls or price targets · not investment advice

How a note gets to your clients

Pick a template

Weekly market note, earnings-week note, or a theme explainer. Choose the names your clients hold.

AI drafts with sources

Facts come from SEC filings and delayed public prices. Every number is tied to its source or left blank.

Rule check

Promissory language, price targets, and performance claims are flagged before anyone reviews it.

CCO approves

One queue with the draft, sources, flags, and edit history. Approve or send back.

Send and archive

Email-ready HTML or PDF with disclosures. The approved version, sources, and approver are archived.

A live sample

Built just now from the same pipeline. Hover a source tag to see where the figure came from; 8-K tags open the filing on SEC EDGAR.

SAMPLE · LIVE DATA

Weekly market note · AI semiconductors & cloud

Generated from the terminal as of 2026-10-16 19:02 UTC · template mode, no LLM

NVIDIA Corporation (NVDA) last traded at 213.99, -1.51% on the session. Trailing P/E is 29.6 on reported diluted EPS.
[NVDA quote · yahoo · 2026-10-16T19:02][NVDA EPS · SEC XBRL · unaudited · EPS TTM 7.23 · as-of 2026-07-26]
MICROSOFT CORPORATION (MSFT) last reported price is 539.44. Trailing P/E is 32.5 on reported diluted EPS.
[MSFT quote · sec-xbrl-cache · 2026-10-15T20:00][MSFT EPS · SEC XBRL · unaudited · EPS TTM 16.61 · as-of 2026-06-30]
Broadcom Inc. (AVGO) last reported price is 346.25. Trailing P/E is 49.9 on reported diluted EPS.
[AVGO quote · sec-xbrl-cache · 2026-10-14T20:00][AVGO EPS · SEC XBRL · unaudited · EPS TTM 6.94 · as-of 2026-08-02]
Micron Technology, Inc. (MU) last reported price is 914.13. Trailing P/E is 21.2 on reported diluted EPS.
[MU quote · sec-xbrl-cache · 2026-10-14T20:00][MU EPS · SEC XBRL · unaudited · EPS TTM 43.02 · as-of 2026-09-03]

Building sample from live sources…

Pricing

Design partners get the first 60 days free. Prices in USD.

Solo

$99 / month

$990 billed yearly

1 advisor
Weekly + earnings-week notes
Client explainers
Email / PDF export
Archive

Firm

$299 / month

Up to 5 advisors · +$49 per extra seat

Everything in Solo
CCO approval queue
Firm voice + disclosure library
Versions by client segment
Archive export (CSV / PDF)

Private

$9,600 / year

10 seats · install included

Runs on your servers or VPC
Your data and LLM keys
Full research terminal
Read-only broker holdings
Audit log stays in-house

Prefer we write it for you? Done-for-you notes through the same pipeline start at $750 / month — you only approve.

Common questions

Is this investment advice?

No. Notes are general market education. The product never produces buy/sell calls or price targets, and every note carries educational disclosures.

Where do the numbers come from?

SEC EDGAR filings (10-Q, 10-K, 8-K and XBRL company facts) and delayed public prices. Each figure shows its source and as-of time. If we can't source a number, it stays blank.

Does it replace my compliance review?

No. It makes review faster: your CCO sees the sources and rule flags in one place, and nothing is sent without approval. Confirm your own policies with your compliance counsel.

Can I use my own data or LLM?

Yes, on the Private plan. You plug in your own market-data keys and an OpenAI-compatible model endpoint, and nothing leaves your network.

Background reading: 8-K beside a 10-Q · explaining AI themes without targets · a supervisory queue for AI notes

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