FinBro, professional agentic value-investing partner with institutional grade data.
Run a company valuation or stock screen as a rules-driven investment process: fixed stages, explicit gates, source-grounded evidence, financial modelling and one streamed report you can inspect.
// access by invitation · US & EU equities · gold · bitcoin
Institutional depth, at a speed a desk can’t match.
The work of a full research desk — parallelized, sourced, and delivered in minutes.
- 20 min
- A full company valuation, end to end
- 30 min
- A full multi-name portfolio screen
- ~$25
- typical · billed per token
- 99%
- Faster than an 8 week manual workflow
- 150+
- Analyst-hours saved per report
- 24/7
- On demand — no research backlog
- 12
- Sector lenses
- 10+
- Years of financial history
- 8
- Categories of grounded data
- 3
- Valuation horizons · 12mo · 3yr · 5yr
A second-opinion board of frontier models
Independent perspectives reconciled into one view.
One question, many minds, one answer.
Specialists work in parallel on independent dimensions of the thesis, then their findings are challenged and reconciled into a single view.
A disciplined, repeatable analysis flow.
The same rigorous steps on every run — fixed stages, explicit gates and a structured workflow around model-dependent analysis, not ad-hoc prompting.
- 01
Ask
A ticker, a company, or a universe to screen — in plain language.
- 02
Multi-agent analysis
Macro, company, sector and value specialists work in parallel, each on one dimension of the thesis.
- 03
Adversarial challenge
A dedicated stage argues the other side and surfaces what would break the case.
- 04
Board synthesis
Where enabled, a board of frontier models reconciles the independent perspectives into one view.
- 05
Sourced report + PDF
A long-form, cited write-up — streamed live and exportable as a PDF.
A rules-driven pipeline around deep AI analysis.
FinBro is not an open-ended prompt that improvises its own process. The system applies repeatable evidence checks across data, modelling, business inspection and value-investing synthesis before it produces a final view.
See the operating processRules-driven pipeline
Every run follows the same evidence checklist before synthesis, so the process is orchestrated rather than improvised.
Thousands of data points
Financial statements, filings, macro series, ownership signals, market inputs, valuation context and contract-award records are reconciled into one evidence base.
Financial modelling layer
Valuation methods, scenario models, peer context and margin-of-safety checks turn raw inputs into an investment case you can inspect.
Business and leadership inspection
Company quality, sector dynamics, business model, competitive position and leadership signals are reviewed where public evidence supports them.
Value-investing synthesis
The final view weighs quality, value, growth, margin of safety, thesis risk and long-horizon targets instead of stopping at a surface summary.
Depth on every dimension.
How the analysis is stress-tested before you read a word.
Specialist analyst agents
Parallel macro, company, sector and value specialists, each focused on one dimension of the thesis.
Adversarial challenge
A dedicated stage argues the other side and surfaces what would break the case before you read it.
Board of frontier models
Independent model perspectives reconciled into a single second-opinion view — not one black box.
Proprietary valuation & scenario models
Structured valuation scenarios and margin-of-safety scoring, computed with in-house models.
Company, sector & leadership inspection
Business model, competitive position, capital allocation and governance reviewed where public disclosures support them.
Two ways to put the workbench to work.
Company Valuation
When you already have a company in mind and need a full investment view.
- Input
- Ticker, company name, or a question about one business.
- Process
- Parallel macro, company, sector and valuation lenses, followed by an adversarial challenge and synthesis where enabled.
- Output
- A sourced report with BUY/HOLD/PASS call, scenarios, peer context, risks, 12-month/3-year/5-year targets and PDF export.
Stock Screening
When you want FinBro to surface names that clear a value bar before you choose what to study.
- Input
- US, EU or US + EU universe hint, plus portfolio size, margin-of-safety and concentration preferences.
- Process
- Candidates are triaged one by one against quality, value, growth, margin-of-safety and sector-fit signals.
- Output
- A conviction-weighted shortlist that can hand promising names into a full company valuation.
The thesis has to survive the other side.
FinBro does not only assemble the positive case. Before synthesis, it looks for what would weaken, delay, reverse or reprice the thesis, then keeps those findings visible.
Disconfirming evidence
Looks for facts that weaken the thesis instead of only supporting it.
Historical analogues
Checks whether similar setups ended differently than the headline story suggests.
Hidden assumptions
Calls out the growth, margin, rate, cycle or execution assumptions the case depends on.
Second-order effects
Tracks what can happen after the obvious first move — competitors, regulation, capital costs and customer behavior.
Watch candidates clear, pause or drop.
The stock screener is not a black-box list. It triages candidates against your bar, concentration and margin-of-safety settings, then turns the strongest names into a shortlist you can take into full valuations.
- Candidate AClears barconviction 8/10Industrial compounder
Quality and margin of safety both pass the screen.
- Candidate BReviewconviction 6/10Financials
Attractive valuation, but concentration limits may cap the final portfolio.
- Candidate CScreened outconviction 3/10Cyclical retail
The margin-of-safety floor is not high enough after the challenge pass.
A report that reads like a memo, not a chat transcript.
A long-form, sectioned report — scenarios, peers, risks, challenge findings, targets and sources — with its material claims cited. It streams live as the analysis runs and exports as a PDF.
See the valuation guide- 01Thesis & summaryThe call up front — BUY, HOLD or PASS — with a confidence level and the core argument in a few lines.
- 02Valuation scenariosBear, base and bull cases built with the valuation method that fits the business, assumptions made explicit.
- 03Macro & sector contextWhere the company sits in the current regime — rates, cycle, and the sector dynamics that move it.
- 04Peer comparisonHow the name stacks up against comparable companies on the metrics that matter for its sector.
- 05Thesis challengesThe adversarial stage's findings — what could break the case, ranked by severity — addressed rather than buried.
- 06Price targets12-month, 3-year and 5-year targets in USD (with EUR conversion where relevant), plus position-sizing guidance.
- 07SourcesEvery material claim cited back to the data it rests on.
An evidence ledger behind every call.
Every run reconciles large volumes of data — company filings and disclosures, macro and economic series, and market fundamentals — and cites what it rests on.
Ten-plus years of income statements, balance sheets, cash flows and the ratios derived from them.
Primary-source company disclosures — SEC filings and their international equivalents — read for both the numbers and the narrative.
Discounted-cash-flow inputs, enterprise value, and sector- and industry-level P/E context for relative valuation.
Forward estimates and price-target consensus — used only as a footnote cross-check, never as the driver of a conclusion.
Insider transactions and institutional ownership — who is buying and who is selling.
US Federal Reserve macro series — policy rates, inflation, labor and the yield curve — alongside international policy rates for the regime backdrop.
An investment workspace, not a one-shot prompt box.
FinBro is a workspace, not a one-shot query. Ask in plain language, watch the analysis stream, and open the report and PDF alongside the conversation.
- Plain-language requests
- Live progress labels
- Text-file context
- Report drawer + PDF
- Saved screener defaults
- Fresh run each time
Twenty minutes, not eight weeks.
A full, sourced company valuation lands while a manual desk is still pulling filings.
Built for professional investing.
Parallel specialists, an adversarial challenge, and a board of frontier models — the rigor behind every sourced report. Access is by invitation.