Everything Taufolio does.

Eight capabilities that replace the manual work of deep investment research.

Deep Research report screenshot

Deep Research

Our most comprehensive report. Synthesizes filings, transcripts, and the last thirty days of news into a structured thesis with a 0–25 scorecard, bull/base/bear scenarios, and a buy/hold/sell playbook.

  • Scorecard across company, product, environment
  • Bull / base / bear scenarios with probabilities
  • Investment playbook per investor profile
  • Dated catalysts + risks with citations

100 credits · ~10 minutes (2 min cached)

Earnings Call Analysis report screenshot

Earnings Call Analysis

Upload a call transcript (TXT or PDF). We score nine dimensions 1–5, flag management evasion on Q&A, and summarize sentiment — with direct quotes.

  • 9-section scored breakdown
  • Q&A evasion detection + dodged questions
  • OCR for scanned PDFs via Azure Document Intelligence
  • Overall recommendation + red flags

50 credits · ~5 minutes

Short Recap report screenshot

Short Recap

A 7-section snapshot: exec overview, key events, industry context, upcoming catalysts, market behaviour, position momentum, valuations. Every event tagged with whether it’s already priced in.

  • 7 sections tuned to a 30-day window
  • “Priced in?” flag per event
  • Auto-generated monthly for every holding
  • Delivered to inbox on day 1

20 credits · ~3 minutes

Ticker Compare report screenshot

Ticker Compare

Reuses your cached deep-research reports to build a matched comparison across scorecard dimensions. No new web search needed, so it’s fast and cheap.

  • 2 tickers = 5 credits, 3 tickers = 7 credits
  • Matched scorecard, not redundant content
  • Highlights key differences up-front
  • Shareable via public link

5–7 credits · ~2 minutes

Report Diff illustration

Report Diff

Run the same deep-research report twice, compare the two. The diff extracts what materially changed — scorecard movement, new catalysts, reversed recommendations.

  • Compares any two reports of the same type
  • ~150–300 words of focused delta
  • No new web search — reuses cached analysis
  • Perfect for validating a thesis over time

3 credits · ~2 minutes

Portfolio dashboard illustration

Portfolio & Watchlist

Add up to 500 tickers across holdings and watchlist. Market quotes refresh with multi-provider failover. Monthly recaps fire automatically for holdings.

  • Holdings with quantity + cost basis
  • Watchlist separate from holdings
  • Live quotes with Yahoo / Finnhub / Alpha Vantage failover
  • Sector tags + company metadata from EDGAR

Included with every plan

Translation language selector illustration

Translations

Every report is generated in English, then translated on demand by the same class of model that wrote it. Pick your language from a dropdown — English and Polish are pinned, the rest are one click away.

  • English canonical cache — no duplicate analysis per user
  • Any language on demand — LLM translation, not a rule-based tool
  • Dropdown with popular languages pinned
  • Fast: ~30 seconds per report

~2–5 credits / translation

Ready to try it?

150 credits free. No credit card. Your first deep research in ten minutes.