Build your own view.
From the source.

AnalystBook brings filings, earnings, risks, financials, and business context into one industry-aware research workspace, helping investors develop their own view of the companies they follow.

14-day free trial. Cancel anytime.

An AnalystBook company dossier, financials, forensic signals, and filings in one workspace

What's inside

Understand. Track. Build your thesis.

The source of truth underneath, the flags that matter on top, and a workspace that remembers where you left off.

01Understand the record

Every dimension of the company. From the filings.

Business, financials, governance, ownership and peer context, extracted and indexed across every public company. Every number source-linked to the filing paragraph.

  • Revenue · by segment & region
  • Customers · top 3 = 40% of sales
  • Margins · gross, operating, net
  • Debt · $95B, next wall 2027
  • Structure · 38 subsidiaries
  • Ownership · institutions vs insiders
02Track what matters

The flags a senior analyst would raise. Already raised.

Forensic scores, insider clusters, activist positions, auditor changes, comment letters, surfaced from every filing the day it lands.

  • Z-Score · Grey zone
  • Insider cluster · 3 buyers · 14d
  • Auditor flag · Going concern
  • Activist entry · 4.2%
  • Guidance · Beat
  • CEO comp · +40% vs peers
03Build your thesis

Your view on top. Stays where you left it.

Follow, compare, note, report. Your watchlist and notes persist, open a company in three months and pick up where you left off.

  • Watchlist · 12 names, alerted
  • Compare · 4 peers side by side
  • Notes · pinned to the filing
  • Quarterly · review reminders
  • Export · one-click report

Built on the primary source

The data is the filing. Nothing in between.

Every number comes straight from the company's own filings, structured and indexed so you can actually use them. Click any figure and land on the exact paragraph it came from. No third-party feeds, no scraped estimates, nothing you can't check.

How it works

The numbers are computed. The AI is grounded.

Put together, you get the best out of your research sources: rigorously read, clearly explained, and always traceable to the filing.

01

Deterministic where it counts

The flags, scores and changes are computed straight from the filing: Altman Z-Score, earnings-manipulation signals, guidance raised or lowered, what moved since last quarter. Same filing, same answer, every time. No model deciding your numbers.

02

AI intelligence, held to the source

On top of that, an AI reads the actual filings and writes the analysis in plain language, grounded in the source: if a claim isn't in the filing, it doesn't make the cut. Intelligence you can verify, not a chatbot you second-guess.

AnalystBook Intelligence brief in dark mode, a plain-language verdict with growth, profitability, balance sheet, accounting, alignment and capital read straight from the 10-K, every figure traceable to the filing

An Intelligence brief: the verdict up top, every figure traceable to the filing it came from.

Read the way the company reports

Every industry, on its own terms.

A bank's revenue is not a software company's. AnalystBook is industry-aware: it structures each company's numbers the way its industry actually reports them, instead of forcing every business into one template.

What you actually get

Less digging. More judging.

Real pages, real filings, every number links back to the document it came from.

01

Never get blindsided on a company you cover.

Follow it once. AnalystBook watches every new filing and surfaces what changed, guidance cuts, insider clusters, activist stakes, distress signals, the day it happens.

AnalystBook signals feed showing forensic alerts across followed companies

The signals feed, a Z-Score that just slid from grey to distress, an M-Score manipulation flag, across the names you follow.

02

The red flags a senior analyst would raise, already raised.

Distress risk, earnings-manipulation signals and earnings quality, computed on every filing. You see the flag and where to look, never a buy or sell call.

AnalystBook forensic health card with Altman Z-Score gauge

Altman Z-Score: 2.35, in the grey zone, with the distress / caution / safe band and a plain-English read of what it means.

03

Read the filing. Finally readable.

The actual SEC filing with sections extracted and the heaviest ones flagged, no scrolling a 200-page PDF to find the risk factors. The original is one click away.

AnalystBook filing reader showing 11 extracted 10-K sections with Risk Factors flagged and change detection

A 10-K broken into its 11 sections, with Risk Factors flagged and what changed vs last year, read it clean, or jump to the original on SEC.gov.

04

Your research compounds instead of restarting.

Notes, theses and reading progress stay with the company. Come back in three months and pick up exactly where you left off.

AnalystBook workspace with research in progress

Your work in progress, open theses, unanswered questions, and what's new on the companies you follow.

Everything inside

One workspace, the whole record.

Every capability across the dossier, the signals, and your workflow, open any of them on a real company when you sign in.

Start free trial to explore

Pricing

Pick your plan. Start with 14 days free.

Every hour you spend reassembling a filing costs more than a month of AnalystBook. This replaces the work you're already paying for.

Monthly

Full access, billed monthly.

$69/month

14 days free, full access.

  • Follow the companies you cover, alerted the day a filing lands
  • Never get blindsided: guidance cuts, insider clusters, activist stakes, going-concern flags
  • The full company record, source-linked: business, financials, governance, ownership
  • Distress & earnings-manipulation flags on every filing
  • Every number links back to the filing, no third-party data
Start 14-day free trial

Cancel anytime.

Enterprise

For teams and platforms.

Let's talk

Tailored to your team.

  • Everything in Annual
  • Headless API & MCP access for your own AI tools
  • Seats for your whole team
  • Priority support & onboarding
Contact sales

We'll work with you to fit your team's needs.

FAQ

Common questions.

How does the trial work?

14 days of full access, free. Cancel anytime before day 14. Your notes and the companies you follow are kept if you come back later.

Where does the data come from?

From companies' own official filings (for U.S. companies today, the SEC EDGAR record). Every number on the page links back to the exact filing it came from, so you and our analyst team can verify anything in one step. No third-party data vendors, no scraped estimates, no paid feeds.

Can I trust the AI?

The numbers are deterministic, computed from the filing rather than generated, so the same filing always yields the same figures. The written analysis is AI, held to the source and built to surface only what's in the filing, with everything linked back so you can verify it in one click. Like any AI it can still make mistakes — which is exactly why every claim is checkable against the original. For research purposes only; not investment advice.

Is AnalystBook a stock picker?

No. AnalystBook helps you research a company and organize your own view from primary sources, it doesn't give buy, sell, or hold recommendations. For research purposes only; not investment advice.

Who is AnalystBook for, and not for?

Built for analysts and investors who build conviction one company at a time: sell-side juniors, long-only PMs, family-office researchers, credit analysts, activist associates, journalists covering specific companies. Not built for day traders, quant funds, macro traders, or news-feed skimmers, those are adjacent products we deliberately don't try to be.

Can I cancel anytime?

Yes. Monthly billing, cancel from settings. Your data stays put if you come back. We don't delete notes or watchlists on downgrade.

Still have a question? Reach our support team or our sales team.

Start with one company.
Research it from the source.

14 days free. Cancel any time before the trial ends.