About Palmy

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

Palmy Plus gives you access to global markets, even if you are on a budget.

It is arguably the most price efficient plan for your stock research, as it wraps common workflows into powerful features:

  • Managing your watchlist & data requirements
  • Exporting data on the fly, flexibility for XLSX
  • Screening for new investment ideas with fast, customizable filters
  • Financial analysis on 40 years of data, also including revenue segments.
  • … and so on
Evolving for Professionals, Developers & Teams

While Palmy already empowers retail investors, we’re now expanding to meet the needs of professionals, developers, and teams with two major new 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.

I'm Interested

PalmyAPI

PalmyAPI transforms unstructured SEC filings 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.

I'm Interested
Resources

Palmy has its own Resource Center sharing valuable blog articles, answering user questions and further product demos.

Please join the discussion on reddit, x, linkedIn or discord to stay in the loop & help us grow.

Also, feel free to participate in our affiliate program (just fill out the form below), to benefit from sharing Palmy Plus.

Contact

Get in touch for general inquiries, support, and bug issues.

In the Matter of:
PalmyAI Beta Pass

Alternative contacts:

request@palmy-investing.com
https://www.linkedin.com/in/mika-h-70bb62271