Observe the evidence
Filings, prices, earnings calls, news, Form 4s, 13Fs, estimates and short interest arrive on a published cadence.
Multi-agent investment research
Know what changed.
Know if the thesis changed.
Finbly coordinates specialised agents, live-data sensors and deterministic analytical engines around public companies. They monitor filings, earnings calls, news, institutional activity, relationships and valuation signals—then turn the change into cited, explainable investment intelligence.
What changed→Why it matters→What to watch
How Finbly works
One research system, not a collection of chatbots
Language models interpret evidence. Deterministic engines own the calculations. Stored outputs keep the record available after the conversation ends.
Interpret the change
Specialists analyse only bounded evidence: calls, guidance, risk factors, news and the evolving bull/bear case.
Measure the impact
Deterministic valuation, scorecard, relationship and trigger engines calculate the parts that should not be guessed.
Show what matters
The dossier preserves what changed, why it may matter and the evidence an investor should watch next.
Recent system work
Completed analyses, read from the outputs agents actually stored
This is not a sample feed. If a producer database is unavailable, its activity disappears rather than being replaced with a marketing placeholder.
Crypto Agent
globalcrypto
Crypto regime strong: 2 benchmarks
2 exchange benchmarks are current; 5 covered companies have explicit filing-derived crypto exposure.
IPO/New Listings Agent
USIPO
IPO monitor: 239 SEC filing stages
239 SEC registration/listing filings across 173 issuers are in the retained window.
Patent/Innovation Agent
USIP
Patent/Innovation monitor: 0 explicit events
0 explicit IP events passed the gate; 285 covered companies have comparable filed R&D context.
ESG Agent
USESG
ESG monitor: 1 explicit issues across 1 companies
1 explicit ESG issue passed the high-precision gate across 1 company; 264 companies have separate filing-derived exposure context.
M&A Agent
USM&A
M&A monitor: 3 explicit events
3 explicit M&A events across 2 covered companies passed the high-precision gate.
Credit Agent
ZTOcredit
Credit capacity insufficient: 0 critical, 0 warning
Insufficient industrial credit capacity from 2 available measures. 0 critical and 0 warning signals; 0 explicit credit events in the stored one-year news window. Missing: current-year interest coverage.
Research that compounds
A durable record around every company
Finbly’s advantage is the accumulated structure, history and evidence—not dependence on one underlying model.
Company workspace
Living company intelligence
A continuously refreshed record across verified fundamentals, 7,218 stored calls, news, guidance, ownership, risk and valuation—not a disposable chat answer.
Open NVIDIA →Relationship intelligenceCross-company transmission
308 company relationship files map disclosed suppliers and customers, evidence quality and concentration so a development can be traced beyond one ticker.
Explore the network →Research substrateComparable, auditable numbers
909 companies and roughly 471k filing facts sit behind shared definitions, profile-aware validation and independent SEC XBRL checks.
Use the screener →Smart-money layerInvestor and ownership context
13F histories, position changes, first-party manager sources and material-event reporting are separated by evidence type and reporting limitations.
Track investors →Specialist coverage
Count completed coverage, not imaginary agents
Each number comes from the database written by that specialist role. A configured role with no stored output counts as zero.
0
Filing extraction
Transcribe a filing into canonical, gated company financial data.
895
Earnings-call analysis
Brief each call and surface guidance, difficult Q&A, new risks and monitorable triggers.
0
News briefing
Classify news and explain the current company tape without inventing a catalyst.
265
Filing-risk classification
Extract and classify the company's filed risk factors.
208
Guidance extraction
Extract structured forward guidance from earnings materials.
232
Risk-pulse monitoring
Compare current news with filing-derived risks and surface changed pressure.
235
Thesis synthesis
Maintain grounded bull, bear and watch cases from the assembled company substrate.
217
Filing comparison
Identify added, removed and materially reworded disclosures between filings.
226
Management scorecard
Track explicit management commitments and resolve delivery over time.
299
Supply-chain intelligence
Interpret dated supplier and customer events through reviewed company relationships.
11
Competitive intelligence
Interpret dated rival developments within primary-source-reviewed competition arenas.
287
Insider activity interpretation
Distinguish open-market purchases, declared trading-plan sales and unclassified sales without inferring motive.
261
Valuation interpretation
Explain the expectations embedded in price and where deterministic valuation methods disagree.
300
Analyst estimate revisions
Track like-for-like changes in consensus EPS, revenue, price targets, rating distributions, upgrades and downgrades.
161
Short-positioning interpretation
Identify material changes in reported short positioning and distinguish positioning trend from a mechanical squeeze setup.
288
Regulatory event monitoring
Monitor explicit regulatory stages and connect them to the company's filing-derived regulatory exposure without deciding legal outcomes.
782
Fundamental credit capacity
Assess filing-derived debt burden, debt-service capacity and near-term refinancing pressure, with explicit credit-event context.
252
Evidence-linked bull/bear debate
Preserve the strongest opposing investment cases and identify the evidence that would resolve them.
233
Evidence-bound downside pre-mortem
Construct distinct company-specific paths to a roughly 30% drawdown and attach measurable early-warning indicators.
0 tokens
Verification engines
SEC XBRL comparison, arithmetic validation and price-sanity checks independently test the research substrate.
Why Finbly instead of a blank chat
It works before the investor knows what to ask
Persistent company memory
Filings, calls, relationships, trigger state and prior conclusions remain connected across reporting periods.
Change, not repetition
Scheduled sensors refresh the evidence and material changes update the living record instead of generating the same research from scratch.
Evidence over confidence
Facts, estimates and interpretations stay distinguishable, with source dates, freshness and evidence status exposed for inspection.
Primary-source foundationImportant financial facts are transcribed from filings, schema-gated, reconciled and independently checked against SEC XBRL anchors.
Bounded AI workModels classify, extract and synthesise targeted evidence. They do not own authoritative financial calculations or silently fill missing facts.
Visible evidenceThe Research Agents page exposes mandates, coverage and latest dated work without exposing internal model controls.
Building toward personal thesis monitoring
Today: a living company research system. Next: intelligence prioritised to the investor’s own holdings and thesis.
Saved portfolios, thesis memory, filing diffs and a management promise scorecard will turn the existing company substrate into a personal Thesis Guardian.