Palmy' Stock Screener
Your Idea Engine at Scale: Find equities aligning your strategy with ease and no limits. Understand the details, and learn about all of it's capabilities.
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Hey all, ever tried reading more than one earnings call or SEC filing in a day? From my experience, it becomes chaotic very fast. So let me introduce our workspaces, created for IR bookworms, real quick.
Platforms like EDGAR offer no ability to organize your documents in a natural, equity-research focussed environment.
That’s where Palmy comes in. Getting started; We organize documents by company, so each is a document index:
Want to revisit a company index? Just follow it — and it appears directly inside your workspace.
The same applies to documents. Save any doc to your workspace and:
Check the workflow in this short demo:
We introduce the ability to save keyword searches on earnings call transcripts of a company. This helps you quickly spot patterns, risks, or opportunities without scanning the entire transcript.
Some relevant keyword searches used extensively in Q2 2025:
But the sky is the limit here, no need to stick with certain trends when applying your keyword search:
Once you find an interesting match, simply click „open“ and we'll automatically highlight the spoken text section so you can see your keyword in full context:
You can easily open the document index by clicking the 3-dots to trigger a menu showing „Document Index“. You may also open a document from the earnings reports section, by clicking „Save Doc“:
Workspaces are built for deep document research. Fast, structured, and without the loss of quality; No Large Language Model that cuts high quality information: Just you and an optimized workspace for IR materials ! We hope you like it !
The goal: Palmy becomes your Notion for public company due diligence.
Q: How many workspaces can I create?
A: 1 for Lite, 50 for Plus, and unlimited for PRO members.
Q: How many documents can I organize per workspace?
A: 10 for Lite, 25 for Plus, and 100 for PRO.
Q: How many companies can I follow per workspace?
A: 10 for Lite, 25 for Plus, and 100 for PRO.
Q: How many transcript keyword searches can I save per workspace?
A: 10 for Lite, 25 for Plus, and 100 for PRO.
Q: Is the keyword search over transcripts available to all plans?
A: Yes, please try it — it’s not limited to any paid plan.
Q: Can I export documents as a Lite member?
A: No — please upgrade to use the PDF export feature.
Q: Can I take document notes as a Lite member?
A: No — please upgrade to take unlimited notes on documents.
Q: I have antother, yet uncoverted question.
A: Neat. Please ask your question. We'll reply within 24 hours.There's more within our Resource Center :
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