📊 Real SEC EDGAR + FMP data · not toy numbers

Institutional-grade valuation, without the institutional price tag.

Build full three-statement models, DCFs, and industry-specific valuations on real US-company filings — with a triangulated fair value, confidence bands, and an AI tutor that teaches you every step.

Currently in private beta · request access below
14
industry valuation engines
8,000+
US tickers via EDGAR
42
step AI tutor
1–2%
of a Bloomberg seat
What's inside

A research desk in a single tab

Everything an analyst needs to go from a 10-K to a defensible price target — modeling, valuation, forensics, and learning, all on live data.

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Three-statement modeling

Income statement, balance sheet, and cash flow that tie out to the penny, with full working-capital, debt, and D&A schedules.

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Triangulated fair value

Every name gets blended across methods (industry multiple + DCF) with a low–high range and an honest confidence signal — never a single false-precision point estimate.

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14 industry engines

Banks (P/TBV × ROTCE), REITs (P/FFO), energy (NAV), SaaS (Rule of 40), insurers, miners, airlines and more — each valued the way that sector actually trades.

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SEC EDGAR filings

10-K/10-Q/8-K timelines, insider Form 4 activity, 13F smart-money, S-1 IPOs, and forensic red-flag detection — wired straight into the workflow.

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LBO & M&A modeling

A private-equity LBO mini-model and an accretion/dilution merger modeler with sources & uses, synergies, and pro-forma EPS.

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AI tutor & co-pilot

A 42-step guided walkthrough plus rule-based AI insights that explain what each number means and flag what to stress-test.

Built for how each sector trades

Sector-aware from the first click

Pick a ticker and the workbench reconfigures itself — the right metrics, the right multiple, the right model.

🏦 Banks🏢 REITs🛡 Insurance 🛢 Energy💻 Tech / SaaS💊 Pharma ⚡ Utilities📡 Telecom⛏ Mining ✈️ Airlines🚗 Autos🛍 Retail 📈 Asset managers🎬 Media
The math that matters most

Professional depth, consumer price

The same first-principles rigor a junior analyst is trained on — at a fraction of a terminal seat.

A Bloomberg seat
~$30k
per user / year
finagentic.ai
1–2%
of that — focused on modeling & valuation

Request access to the private beta

We're onboarding analysts, students, and investors one at a time. Tell us a little about you and we'll send an invite.

Request access →