AI-POWERED EQUITY RESEARCH
Equity research that arrives finished.
Build a structured Investment Case on any of 5,500 U.S. companies in about ten seconds.
No prompting. No integration. No recommendations.
Sherlock applies the same professional research methodology to every company, helping advisors, analysts, portfolio managers, and serious investors move from information to judgment faster.
Security Exchange Commission
Yahoo Finance
Federal Reserve Board
Bureau of Labor Statistics
Bureau of Economic Analysis
Federal Reserve Economic Data
University of Michigan
Security Exchange Commission Yahoo Finance Federal Reserve Board Bureau of Labor Statistics Bureau of Economic Analysis Federal Reserve Economic Data University of Michigan
OUR
SOURCESGain insights in
minutes, not hours
Research and analysis is an immense task–but it doesn’t have to be. We’ve harnessed the power of natural language processing and machine learning, marrying AI and finance, so you easily recognize and evaluate insights from thousands of data points–all at once.
SHERLOCK INSIGHTS
Tap a topic. Get the analysis.
Sherlock is not an open-ended chatbot. There is no prompt box and no prompt-engineering homework.
Select a company or economic topic, and Sherlock runs a structured analysis across the underlying data. Explore revenue, earnings, margins, liquidity, strategy, guidance, risks, and economic conditions in one tap.
COMPANY PROFILES
The full financial picture, organized in one place
Review the fundamentals, trends, financial history, and operating performance of any covered company.
Company Profiles give you a clear starting point for research and a direct path to deeper analysis when a company deserves more of your attention.
MACRO VIEW
The economic backdrop, from primary sources
Track the U.S. indicators that influence company performance and investor assumptions.
Review GDP, inflation, employment, industrial production, housing, consumer conditions, and other essential measures without moving between disconnected databases.
More time for the work that requires your judgment
Fundamental research often begins with hours of collecting, comparing, and organizing information.
Sherlock completes that first layer of work in seconds. It helps you understand the business, identify the variables that matter, examine competing evidence, and prepare for deeper research.
Sherlock does not issue ratings, price targets, or buy, sell, or hold recommendations. It organizes the evidence. You make the decision.
A professional research process, available on demand
Use Sherlock to evaluate new companies, prepare for earnings, expand your coverage, and enter client or investment committee discussions with the evidence already organized.
When artificial intelligence
meets finance
5,500
small- to large-cap companies analyzed.
90
pre-populated
questions.
10
hours saved each
week per analyst.