Fundamental value intelligence, for learning

AI co-pilot for studying disciplined value investing
Build long-term investing skill with conviction

Blend Warren Buffett–style fundamentals with realtime AI summaries to help you explore potential opportunities, practice building your own theses, and organize long-term research more efficiently. This is an educational research tool, not a source of individualized investment advice.

45+

Company case studies

available to explore

10+

Value-investing playbooks

and practice exercises

≈14 min

Average time to review

an educational company brief

Risk-awareness frameworks

Learn how margin-of-safety concepts work using alerts that highlight when fundamentals or valuations move, so you can revisit companies you're studying.

Research, organized for you

AI sifts filings, earnings calls, and macro news to create concise briefs and watchlists so you can focus your study on a manageable list of companies.

Transparent educational theses

Each example thesis includes valuation models, key drivers, and risk checklists to show how a fundamentals-focused investor might think about the business. These are examples for learning, not recommendations to buy or sell.

Problems we solve

Common challenges value investors face

Many investors struggle with structure and discipline. AI Investor Pro helps compress research time, organize your learning, and stay informed about market developments.

Complex research
Hours lost deciphering reports without a clear decision framework.
Emotional trades
Fear and FOMO trigger churn that erodes compounding.
Fragile allocation
DIY diversification misses cross-asset opportunities and hidden correlations.
Missed catalysts
Earnings surprises, macro shifts, and filings slip through the cracks.
High advisory fees
Traditional wealth managers charge 1-2% for generic model portfolios.
No clear playbook
Without rules-based discipline, it's easy to deviate right before returns arrive.
Why members stay

Everything you need to study like a fundamentals-focused investor

Six powerful workflows—research, valuation, alerts, AI briefings, and allocation—powered by the same stack used inside institutional funds.

Rebalancing what-if tools
Explore how different portfolio mixes and rebalancing rules would have affected hypothetical portfolios over time.
Realtime fundamental data
Streaming dashboards covering valuation spreads, insider activity, and quality scores.
Multi-asset data coverage
Explore equities, listed real-estate vehicles, and selected crypto assets in a single research workspace. Any examples are for learning only and are not recommendations.
Contextual AI briefings
Ask follow-up questions on any company and receive cited, plain-language answers instantly.
Educational alerts
Set your own thresholds to get notified when valuations or fundamentals for companies you're studying cross levels you've defined for review.
Goal-based learning scenarios
Experiment with hypothetical savings and return assumptions for goals like retirement or college, to see how different inputs can change possible outcomes. These tools don't account for your full financial situation and are for education only.

Example company case studies

Each case study includes narrative rationale, an example valuation workbook, and a risk checklist to help you see how a fundamentals-based investor might analyze the business. These examples are for education only and not live recommendations or price targets.

This section illustrates our research format only; it is not a list of current recommendations.

MercadoLibre (MELI)
LatAm Ecommerce & Fintech

Compounding payments flywheel with logistics moat; trading at 22% discount to intrinsic value.

CrowdStrike (CRWD)
Cybersecurity

Net retention 119%, expanding platform modules, sticky ARR visibility for durable growth.

Brookfield Renewable (BEPC)
Renewable Infrastructure

Inflation-protected cash flows, 8% yield-on-cost, and 15GW development pipeline.

Scenario simulator

Explore hypothetical investing scenarios

Adjust contribution, horizon, and return assumptions to see how different scenarios could affect a hypothetical portfolio over time. These projections are for education only and are not personalized advice or forecasts.

$
$
Investment horizon5 years
1 year20 years

Adjust the inputs to see how different assumptions change the hypothetical projection.

Projection summary

Projection after 5 years

Enter your investment inputs and run the projection to see outcomes across risk profiles.

Return ranges are generic illustrative inputs you can adjust; they are not targets, guarantees, or recommendations. Historic performance never guarantees future returns. Use projections for education, not promises.

Choose your edge

Transparent pricing with every insight, alert, and briefing included. Cancel anytime.

Standard
Perfect for first-time value investors building conviction.
$10per monthEquivalent to $10/mo
  • Access to 45+ company case studies and example analyses
  • Quarterly educational briefs on selected companies, including historical valuation ranges and key metrics for study (not buy/sell advice)
  • Education vault with playbooks
Most popular
Premium
Serious investors who want realtime educational coverage and AI research support.
$49.99per monthCancel anytime
  • Everything in Standard
  • Customizable alerts when new data, filings, or educational updates are available for companies you follow
  • AI copilot Q&A with cited answers
  • Monthly deep-dive educational valuation walkthroughs showing how one might analyze a company's cash flows, growth, and risks
  • Priority access to group Q&A sessions about investing frameworks and how to use the tools (no personalized investment, legal, or tax advice)

Need a team or advisor license? Let's talk.

Learning value

Designed to pay off in learning and time saved

Your subscription gives you ongoing access to AI-powered research summaries, valuation frameworks, and educational case studies. Many members use it to save hours per week on manual research and to build more structured investing habits. Any actual investing outcomes depend entirely on your own decisions; we don't guarantee returns.

Live onboarding with portfolio roadmap

Ready to build investing conviction with AI-powered research?

Join investors who swapped emotional trades for a more structured, research-driven approach they can explain in their own words.

No credit card required. Cancel anytime.

Important legal notice

1.AI Investor Pro delivers educational research and analysis. We are not a registered investment advisor.

2.Any scores, ranges, thesis ratings, or other outputs shown in the app are informational and educational only. Always perform your own diligence before investing; nothing here is a recommendation to buy, sell, or hold any security.

3.We do not provide individualized investment, legal, or tax advice and do not take into account your objectives, financial situation, or needs.

4.Past performance is never indicative of future results. Markets involve risk, including possible loss of principal.

5.By using the platform you acknowledge these risks and accept full responsibility for your investment decisions.

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