Autonomous AI research agents that deliver scheduled briefings on SEC filings, earnings, and market data with cited sources
Like having a real-life personal assistant.
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Paid
Pricing
Free tier available. Pro: $29/month with 7-day free trial, up to 7 Active Agent Slots (1 hourly plus 6 daily). Ultra: $89/month with up to 21 Active Agent Slots (3 hourly plus 18 daily). Max: $199/month with up to 42 Active Agent Slots (6 hourly plus 36 daily).
Personal $30/month with $20 usage and 100 GB storage; Plus $50/month with $40 usage and 250 GB storage; Power $90/month with $80 usage and 500 GB storage; Max $170/month with $160 usage and 1 TB storage; Use your own AI key $10/month with 100 GB storage. Extra storage available at $2/month per 100 G
Key features
Scheduled autonomous agents running on daily or hourly schedules
Live market data with interactive price and volume charts from one day to five years
Earnings call transcripts with key metrics including revenue, margins, segment results, and management guidance
SEC EDGAR filing analysis and citations
Macro data from FRED with year-over-year and month-over-month comparisons
Earnings call transcript search by meaning and theme tracking across companies
Market screening and ranking across S&P 500 stocks
Prediction market data from Polymarket on upcoming events
Multi-channel delivery via email, Discord, in-app, and SMS notifications
Open API for integration with external agents and workflows
Real browser with ability to sign in, fill forms, and download files
Persistent memory notebook that learns your preferences
Text message interface for mobile communication
Live meeting notes from microphone, meeting tabs, or Bee wearable
Purchase approval system with Link payments up to $500
Multi-channel organization for different life areas
Sentinel security checkpoint for API keys and saved passwords
What makes it different
Every claim in research briefings is linked to and cited from original sources
Scheduled agents run autonomously to deliver briefings before you ask
Uses live real-time data rather than trained knowledge, unlike ChatGPT
Open API allows any external agent to access grounded market research
Integrates with agent workflows via FN2 plugin for autonomous research desk management
Real browser automation in 1,500+ apps instead of API-only limitations
Continues working while your device is closed or offline
1Helm