For long-term investors doing fundamental due diligence, not noise hunting. Equity Research at scale — with clarity, depth, and speed.
Up to 40 years of customizable tables & charts for income statements, balance sheets, cash flow statements and ratios.
On the hunt? Filter payment historys, dividend ratios and browse our lists to find your next dividend stock.
Streamline quarter-over-quarter and annual segments, citied from the official SEC filing.
Trading post/pre earnings? Refine your earnings strategy, based on one decade of consensus wall street estimates & future projections with ease.
Review product recalls, premarket surveillance for pharma and U.S. government contracts for defensive/infra.
Track earnings, dividends and economic events through the calendars. Get currated articles to react on topic, not noise.
Form 3/4/5 statistics & Transaction History
Group by country, city, sector and industry.
Use our quick exports to improve your work within excel.
Looking for more?
Let Palmy’s Idea Engine quickly filter stocks based on your style—finding potential investments fast without manual browsing.
Make your due diligence smoother and improve your organisation by using our watchlists. Not douzends, not houndreds - 250 equtities per watchlist.
Instant portfolio insights with live allocation charts, performance KPIs, and smart benchmarking.
Fair Pricing
Both membership plans come ad-free, with no hidden fees, and include dedicated support.
$0 /month
The free membership. No Card Required
$9.99 /month
The arguably best deal for retail investors.
Detailed Feature Comparison
Feature | Lite | Plus |
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Financial Data Export
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Annual Financials
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5 Years
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Quarterly Financials
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8 Quarters
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Revenue by Segments
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6 Records
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Dividend History & Stats.
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10 Records
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Forecasts
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Insiders
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Government Contracts
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Catalysts
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Feature | Lite | Plus |
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Articles & News
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Calendars
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Dashboards
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Feature | Lite | Plus |
---|---|---|
My Bookmarked Comparisons
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1x
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50x
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Stocks
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3x
|
8x
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Unlimited, Unsaved Comparisons
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Comparison Data Export
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Feature | Lite | Plus |
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My Screeners
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10x
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Screener Criteria
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5x
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15x
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Results Export
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Public Screeners
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PalmyAI Usecase
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Feature | Lite | Plus |
---|---|---|
My Watchlists
|
10x
|
50x
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Companies
|
10x
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25x
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Allocation Graphs
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|
|
Feature | Lite | Plus |
---|---|---|
My Portfolios
|
1x
|
10x
|
Stocks / ETFs
|
10x
|
25x
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Monthly KPIs
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Benchmarks
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Looking for something else?
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.
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?