AI-Powered Investment Research

Your AI-Powered
Stock Analyst

Write professional investment reports with AI that finds the facts, delivers insights, and challenges your thesis — so you can invest with confidence.

No credit card required • 10 free AI credits

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Writing Investment Reports Shouldn't Be This Hard

Individual investors face unique challenges that professional analysts don't. We built Mindfolio to solve them.

Finding Financial Facts is Tedious

Hours spent digging through financial statements, SEC filings, and news. You need data now, not after hours of searching.

Don't Know Where to Start

You have a stock idea, but structuring a comprehensive thesis feels overwhelming. What sections matter? What should you analyze?

No One to Challenge Your Thinking

Without a second opinion, you're never sure if your analysis is complete or if you're falling for confirmation bias.

Meet Your Personal Stock Analyst

Powerful AI tools designed specifically for individual investors researching stocks.

Primary Feature

Find Any Financial Data in Seconds

Stop digging through multiple sources. Just ask for what you need — income statements, balance sheets, SEC filings, stock prices, or recent news — and our AI fetches it instantly.

Income StatementsBalance SheetsCash FlowSEC FilingsStock PricesKey Metrics
Financial Data Research Panel
AI Chat Interface
Primary Feature

Get Expert-Level Analysis Instantly

Our AI analyst doesn't just fetch data — it delivers insights. Ask tough questions about your thesis, find risks you might have missed, and get data-backed perspectives on your investment ideas.

What are the biggest risks to my bull case for AAPL?
Compare Tesla's margins to other EV makers
Summarize the key points from their latest 10-K
Is my valuation assumption reasonable?

Structured Report Framework

Enter a ticker and your key ideas. AI generates a professional report outline — business analysis, financials, valuation, and investment decision.

Smart Auto-Fill

Click any section and let AI draft content using your imported data and key points. Review, edit, and make it yours.

Challenge Your Thinking

Discuss your investment ideas with an AI that asks tough questions, challenges assumptions, and helps you avoid confirmation bias.

From Idea to Report in Minutes

A simple, streamlined process to transform your stock ideas into professional investment reports.

1

Enter Your Ticker

Start with a stock symbol and your initial investment thoughts. Whether it's a bull or bear thesis, we'll help you structure it.

2

Generate Your Outline

AI creates a professional report structure tailored to your thesis — covering business analysis, financials, valuation, and decision.

3

Research with AI

Fetch financial data, news, and filings with simple commands. Ask questions, get insights, and build your evidence base.

4

Write & Refine

Auto-fill sections, improve content with AI suggestions, and refine your analysis until it meets your standards.

5

Make Your Decision

Complete your investment thesis with confidence. Export, share, or use it to guide your portfolio decisions.

Start Free, Upgrade When Ready

Try Mindfolio with no commitment. Upgrade to Pro when you're ready for unlimited AI power.

Free

$0forever

Perfect for trying out Mindfolio

  • Unlimited reports
  • Full editor features
  • 10 AI credits to try
  • Basic financial data
  • Community support
Get Started Free
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Pro

$39/month

For serious individual investors

  • Everything in Free
  • Unlimited AI credits
  • Priority data fetching
  • Advanced data exports
  • Priority support
Start Pro Trial

All plans include automatic updates and new features as they're released.

Ready to Write Better
Investment Reports?

Join investors who are making smarter decisions with AI-powered research.