Palmy Investing is a robust web-based platform designed for investment research, specializing in stock analysis and portfolio management. It provides a comprehensive workspace for data-driven investors with features that allow users to screen and find stocks using over 250 financial criteria, create watchlists, and analyze 35 years of global financial filings. The platform utilizes AI for risk and macro analysis and employs finBERT for processing SEC filings, enabling customized performance interpretation through key performance indicators (KPIs) such as alpha, beta, and gamma.

In addition to stock analysis, Palmy Investing offers extensive portfolio management capabilities, including allocation graphs, performance tracking, and index benchmarking. Users can review and plot past trades, fine-tune their portfolios, and calculate KPIs like the Sharpe Ratio and volatility. With a transparent subscription-based model and no hidden costs for feature updates, Palmy Investing caters to various investor needs, making it a versatile tool for both novice and experienced investors.