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THE NARRATIVE
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  • Daily market brief and news
  • Watchlist and broker-synced portfolio
  • Current-year filings and financials
  • Screen 40k companies on key ratios
  • Search millions of filings and reports
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UNLOCKS EVERYTHING
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  • Price targets, upside and verdict
  • Rank all companies by upside
  • Full filing and financial history
  • Earnings analysed within the hour
  • The full deep dive on a company
  • Whether AI disrupts the business
  • Bear, base and bull cases
  • Interactive valuation model
  • Earnings calls analysed — replay the key highlights
  • Ask the analyst anything
READ EVERYTHING WE COVER4 DEEP / WK*40 FLASH / WK*200 ANALYST MESSAGES / WK

* The weekly counts are for companies we don't cover yet — name one and we research it. Everything we already cover is unlimited.

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Everything, side by side

Rolling seven-day window. Allowances buy new research, never access to what is already here.

FeatureFreePremium
On every plan, Free included
Daily market brief
Company & market news
Watchlist
Portfolio sync & import
Screen 40k companies on key ratios
Search millions of filings and reports
Current-year financials & filings
Our view
Fair value, upside % and verdict
Rank all companies by upside
Flash thesesA fast read of a company's filings and its sector — 15–30 minutes, not hours. Thin by design: enough to judge whether a name deserves a deep dive.
Earnings analysed within the hourFor companies we already cover. We read the official release as it lands and test it against the thesis we published, then fold in the call once it is held. The note is dated, and it says what the print does to the thesis.
Full financial & filing history
The full bench
Deep-dive reportsA full report on the company, its rivals, its industry and its regulator, carried through to a valuation with bear, base and bull cases. Typically two to four thousand words, usually with a dozen charts — every one of them titled with the claim it proves. Several hours to produce.
Charts and peer tables
Valuation & scenarios
Download research as PDF
The machinery
Interactive valuation model and scenario editor
Earnings calls: audio, transcript and analysisThe call itself, plus the read over it: who spoke and for how long, the thesis tripwires checked against what was actually said, how indirect each answer was, and what management chose to emphasise set against what analysts pressed on. Every quote plays from its own timestamp.
Theme radar, and what changed in the filings
New generation allowances · rolling 7-day window
Flash theses per weekA fast read of a company's filings and its sector — 15–30 minutes, not hours. Thin by design: enough to judge whether a name deserves a deep dive. Counts only companies we don't yet cover.40
Deep dives per weekA full report on the company, its rivals, its industry and its regulator, carried through to a valuation with bear, base and bull cases. Typically two to four thousand words, usually with a dozen charts — every one of them titled with the claim it proves. Several hours to produce. Counts only companies we don't yet cover.4
Analyst messages per week200
Prices in GBP (£), billed monthly. Taxes added at checkout where they apply. Change or cancel any time.
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FAQ

Anything else, get in touch.

Yes, please book 30 minutes with one of our team and we'll set you up a free trial and walk you through the tool on the call.
Allowances run on a rolling seven-day window, not a calendar month. If you use your flash theses on Monday, they start coming back the following Monday — nothing resets all at once, so the queue stays fast for everyone.
No. Every company we already cover is yours to read as often as you like — your plan sets how deep you can go, not how often you can look. The allowance is for the companies we don't cover yet: name one and we research it for you.
Yes, up or down, at any time. Upgrades apply immediately; downgrades take effect at the end of the period you have already paid for.
You keep full access until the end of the period you have paid for — we never cut access off mid-period. Anything you have already generated stays readable.
No. The narrative research, the news, the current year's filings and financials, the daily market brief, your watchlist and your portfolio are all free. Paid plans add our own judgment — fair value, upside and verdict — and the tools to act on it.
Start where it's free

Sync your portfolio, read the news, pay nothing.

Or take half an hour with us first and see the paid view on the companies you actually hold. No card either way.