Docs
Run the workflows.
Four investment workflows and one workspace. Start with a guide, or read how the pipeline works under the hood.
Workflow guides
Company Valuation
Run a full, sourced analysis report on a single company — valuation, context, peers, risks and a PDF.
Stock Screener
Screen US and EU equities into a conviction-weighted shortlist, and tune the seven settings.
Commodity & Bitcoin Analysis
Analyze a commodity or Bitcoin on its own economics — macro regime, supply/demand drivers and scenario bands.
Revisit thesis
Select an eligible saved report, run a complete current analysis independently, then compare the two in one report.
Using the workspace
Ask in plain language
No query syntax. A ticker, a company name, or a universe to screen — describe what you want and send.
Follow up
It is a workspace, not a one-shot query. Ask for a different angle, a deeper cut on a risk, or a re-run with a tighter focus.
Watch it stream
The analysis streams live as it runs, so you see the thesis take shape rather than waiting on a black box.
Open the report & PDF
The report opens alongside the conversation and exports as a PDF you can keep.
Attach context
Add small text files to a non-screener message when you want FinBro to account for your own notes.
Test your own thesis
Optionally add a market premise to a new Company Valuation or Commodity & Bitcoin Analysis. The conclusion remains independent; a labeled Scenario Assessment may follow when available evidence can assess it.
Independent analysis first
Every current analysis starts from current evidence and reaches its conclusion independently. Revisit thesis compares it with the report you explicitly selected only afterward.
Prompt patterns
Company valuation
- Run a full company valuation for ASML.
- Value a bank with extra attention to credit quality and rate sensitivity.
- Stress-test the bear case for a semiconductor name before giving a call.
- Value ASML, and test my thesis that AI-driven demand outlasts the current cycle.
Stock screening
- Find undervalued European stocks with a balanced concentration setting.
- Screen US defense companies with a strict solid bar and a 25% margin-of-safety floor.
- Build a five-name shortlist from gold-related equities.
Commodity & Bitcoin analysis
- Analyze gold and optionally test my thesis that persistent inflation and rising government debt strengthen the long-term case.
Follow-up work
- Go deeper on the balance-sheet risk.
- Compare the thesis against the two closest peers.
- Use the attached notes as extra context for the next pass.
Workspace signals
Plain-language requestsLive progress labelsText-file contextReport drawer + PDFSaved screener defaultsFresh run each timeTest your own thesisRevisit saved reports