Palmy Investing
Palmy is an investment in yourself—built to accelerate your equity research and portfolio management. It’s a fast, accurate, and purpose-built platform for value-focused, data-driven, long-term investors
What is Palmy Investing?
Palmy is an investment in yourself—built to accelerate your equity research and portfolio management. It’s a fast, accurate, and purpose-built platform for value-focused, data-driven, long-term investors
Key Features
Portfolio Management
Track your positions and evaluate performance using visual tools and essential metrics like Alpha (α), Beta (β), and the Sharpe Ratio.
Financial Statements
Explore up to 40 years of annual and quarterly income statements, balance sheets, cash flow reports, and financial ratios. Whether you're conducting deep value research or focusing on dividend plays, Palmy provides the full historical context and metrics to support your strategy. With global coverage; 15,000 in total, where over 6,000 are operating in the US.
AI Earnings Reports
Digest earnings calls in minutes with AI-generated summaries. Get sharp insights into key metrics, wins and setbacks, competitor mentions, and grouped thematic highlights.
Workspaces
Simplify your investor relations workflow with structured, searchable access to 10-Ks, 10-Qs, proxy statements, and more. Features like auto-indexing, note-taking, and PDF export streamline your research process.
Tool Information
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