AI Analyst with auditable numbers for consulting-grade presentations and analysis
Autonomous AI research agents that deliver scheduled briefings on SEC filings, earnings, and market data with cited sources
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
US
Pricing model
Freemium
Freemium
Pricing
Free plan available with limited credits and features; Plus Plan with monthly or annual subscription options offering enhanced features. Detailed pricing available on pricing page.
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).
Key features
Auditable numbers with multiple verification checks
AI Presentation Agents for board-ready decks
AI Analysis Agents for financial models with traceable formulas
AI Live Dashboard Agents for market analysis
Fully editable outputs in custom brand templates
Enterprise-grade encryption and local deployment
Consulting frameworks for analysis structure
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
What makes it different
Every number is auditable to its source with line-by-line rationale
Consulting-grade output proven with frameworks used by top-tier firms
90% less time checking sources
10x faster formatting with higher-quality slides
Win and deliver up to 10x more projects
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
WinningStrategy.ai