New Announcing PalmyAI & PalmyAPI

Valueline for the mass

For long-term investors doing fundamental due diligence, not noise hunting. Equity Research at scale — with clarity, depth, and speed.

Try for free. No signup required.

Equity Research Features

Financial Analysis

Up to 40 years of customizable tables & charts for income statements, balance sheets, cash flow statements and ratios.

Dividend Analysis

On the hunt? Filter payment historys, dividend ratios and browse our lists to find your next dividend stock.

Revenue Analysis

Streamline quarter-over-quarter and annual segments, citied from the official SEC filing.

Earnings Strategy

Trading post/pre earnings? Refine your earnings strategy, based on one decade of consensus wall street estimates & future projections with ease.

Industry Nuances

Review product recalls, premarket surveillance for pharma and U.S. government contracts for defensive/infra.

Always up-to-date

Track earnings, dividends and economic events through the calendars. Get currated articles to react on topic, not noise.

Insider Transactions

Form 3/4/5 statistics & Transaction History

Dashboards

Group by country, city, sector and industry.

Export

Use our quick exports to improve your work within excel.

Looking for more?

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Custom Screener
Customized Columns
Watchlist Snych.
Export Results
No Signup Required
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Watchlists
Customized Columns
Data Export
No Signup Required
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Portfolios
ETFs Available
Monthly KPIs
Custom Benchmarks
No Signup Required

Plans

Fair Pricing

Both membership plans come ad-free, with no hidden fees, and include dedicated support.

Lite Membership

$0 /month

The free membership. No Card Required

  • 10 Watchlists
  • 10 Custom Screener
  • 1 Portfolio
  • Limited Financial Analysis (10Y US only)
  • Limited Revenue Analysis
  • Limited Dividend History
  • Limited Dashboards
  • Custom Screener & Watchlist Columns
  • Data Export
Become a Member

Plus Membership

$9.99 /month

The arguably best deal for retail investors.

  • 100 Watchlists
  • 100 Custom Screener
  • 25 Portfolios
  • Unlimited Financial Analysis (40Y Global)
  • Unlimited Revenue Analysis
  • Unlimited Dividend History
  • Unlimited Dashboards
  • Custom Screener & Watchlist Columns
  • Data Export
  • Plus Features

Looking for something else?

Other Products

PalmyAI

Notion for equity research — combining the best of bamSEC and notebookLLM into one workspace.

We’re actively seeking engaged beta testers who’ll receive free AI credits to explore our Retrieval-Augmented Generation (RAG) system, designed to interact seamlessly with SEC filings at scale.

Joining the beta secures you free access to Palmy Plus and a fixed discount rate per credit after the launch.

See Announcement

PalmyAPI

PalmyAPI transforms unstructured SEC content into actionable data. For example, we use machine learning to structure indentures from exhibits and leverage finBERT to label risk factors by sentiment.

As PalmyAI grows, our library of structured datasets will expand, resulting in faster insights and less manual work for your research.

Join our waiting list today to request datasets, unlock early adopter discounts, and secure beta access.

Open Questions?