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Palmy is designed to supercharge your equity research and portfolio management.
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Hey everyone,
Happy to be around other beautiful projects and eager to hear feedback from some of you! 😊
Palmy is a fast, accurate, and purpose-built platform for value-focused, data-driven, long-term investors, with:
🔹 Global Coverage Track over 15,000 equities worldwide, including more than 6,000 U.S.-listed companies.
🔹 Financial Statements Access up to 40 years of annual and quarterly income statements, balance sheets, cash flows, and ratios. Whether you're diving into deep value opportunities or screening for dividend plays, Palmy gives you full historical context.
🔹 Wall Street Estimates Review forward-looking earnings forecasts alongside historical data to stay in sync with market expectations.
🔹 AI Earnings Reports No time for full transcripts? Instantly digest earnings calls with AI-generated summaries—covering key metrics, wins/losses, competitor mentions, and thematic highlights.
🔹 Calendars Keep tabs on dividends, earnings releases, and economic events with a clean, intuitive date-based layout.
🔹 Workspaces Streamline your IR research with searchable access to filings like 10-Ks and 10-Qs. Features include auto-indexing, notes, and exportable PDFs.
🔹 Company Screeners Customize or choose pre-built screeners with 250+ financial metrics. Filter by country, sector, or industry to zero in on high-potential ideas.
🔹 Watchlists Organize your investment ideas in dynamic watchlists enriched with news, event alerts, and portfolio allocation insights.
🔹 Portfolios Track positions and assess performance with key metrics like Alpha (α), Beta (β), and the Sharpe Ratio, all visualized for actionable clarity.
Looking forward to hear from you! Mika
