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Palmy Investing

Palmy Investing

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Your all-in-one workspace for stock analysis and portfolio management.
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Palmy Investing

What is Palmy Investing

Palmy Investing is an all-in-one investment research platform, primarily designed for stock analysis and portfolio management. It provides a comprehensive workspace for data-driven investors, offering a wide range of features to discover, visualize, and analyze investments. Features include the ability to screen and find stocks using 250+ financial criteria, create watchlists, and compare 35+ years of global financial filings. The platform employs AI for risk and macro analysis, and uses finBERT for SEC filings. Customized performance interpretation is possible through KPIs such as alpha, beta, and gamma. The platform supports comparison of businesses and industries, provides qualitative analysis of companies, and offers a comprehensive view of stock performance with detailed financial filings. It provides deep market insights through articles, events and its macro insights country screener. A key feature is portfolio management where it provides insights through allocation graphs, performance tracking and index benchmarking. It also calculates key performance indicators (KPIs) including Sharpe Ratio, Alpha, Beta and Volatility of your portfolios. Options to review, plot past trades, fine-tune portfolio using the management system are also present. In addition, the platform allows flexible plan selection for comprehensive solutions sans any hidden costs for feature updates or new options. It offers various categories of tools designed to satisfy distinct investor needs.

Pros And Cons Of Palmy Investing

Pros

  • Comprehensive stock analysis

  • Portfolio management system

  • 250+ financial criteria screening

  • 35+ years of global financial filings

  • Risk and macro analysis

  • finBERT for SEC filings

  • Watchlists creation capability

  • Custom KPIs interpretation

  • Business and industry comparison

  • Qualitative company analysis

  • Stock performance view with filings

  • Market insights through articles

  • Events and macro insights screener

  • Allocation graphs for insights

  • Performance tracking and benchmarking

  • KPIs calculations (Sharpe Ratio

  • Alpha

  • Beta)

  • Review

  • plot past trades

  • Fine-tuning portfolio management

  • Flexible plan selection

  • No hidden costs for updates

  • Tools for distinct investor needs

  • Stock search with customized criteria

  • Insightful and unlimited stock tracking

  • Performance interpretation through

  • Powerful stock comparison

  • Qualitative analysis offering

  • Deep market insights

  • Cross-country macro insights

  • Filing Reader for SEC filings

  • Allocation graph portfolio management

  • Past trade review options

  • Portfolio fine-tune options

  • 150+ indices for benchmarking

  • Real-time financial metric tracking

  • User-defined alpha

  • beta benchmarks

  • ETF and Stock screening

  • Transparent membership model

  • No fees for feature updates

  • Free portfolio with 15 stocks/etfs

  • Limited portfolio

  • watchlist

  • screener limits

  • PDF Export for Investor Plus

  • Historical KPIs for Investor Plus

  • Unlimited watchlists for Investor Plus

  • Unlimited custom screener for Investor Plus

  • Priority support for Investor Plus

  • Exports for tables and charts

  • One-click PDF export

Cons

  • No mobile application

  • Dependency on finBERT

  • Limited KPI selection

  • Lack of currency options

  • No data exporting options

  • Country screening limited

  • No individual risk free rate

  • Restrictive plan flexibility

  • No quantitative company analysis

Pricing Of Palmy Investing

Free + from $8.57/mo

FQA From Palmy Investing

What is Palmy Investing?
Palmy Investing is an all-in-one investment research platform specifically designed for stock analysis and portfolio management. It serves as a comprehensive workspace for data-driven investors and offers a wide array of features to discover, visualize, and analyze investments.
What features does Palmy Investing offer for stock analysis?
Palmy Investing offers features for stock analysis such as screening and finding stocks using more than 250 financial criteria, creating watchlists, and comparing up to 35 years of global financial filings. It also offers the ability for customized performance interpretation through KPIs such as alpha, beta, and gamma. The AI technology employed by Palmy Investing aids in risk and macro analysis, and uses finBERT for SEC filings.
What features does Palmy Investing offer for portfolio management?
In terms of portfolio management, Palmy Investing offers insightful features like allocation graphs, performance tracking, and index benchmarking. It allows users to review and plot past trades, as well as fine-tune their portfolio using the management system. It also calculates key performance indicators including Sharpe Ratio, Alpha, Beta, and Volatility.
How does Palmy Investing use AI in its platform?
Palmy Investing uses AI technology for risk and macro analysis. It also applies finBERT, a language representation model, for SEC filings. This helps in enhancing the process of analysis and providing valuable insights.
What type of financial criteria can be used to screen stocks in Palmy Investing?
Palmy Investing allows for the screening of stocks using over 250 financial criteria. This provides a flexible and comprehensive way for investors to discover and evaluate potential investments.
What are the KPIs used for performance interpretation in Palmy Investing?
Palmy Investing allows for interpretation of performance through various KPIs. These include alpha, beta, gamma, Sharpe Ratio, Alpha, Beta, and Volatility. These indicators help in understanding the financial performance and risk associated with the investments.
Can I compare businesses and industries using Palmy Investing?
Yes, Palmy Investing supports the comparison of businesses and industries. This aids in better evaluation and decision-making for the investors.
Does Palmy Investing allow users to analyze the financial filings of companies?
Yes, Palmy Investing does allow users to analyze the financial filings of companies. It provides insights from 35+ years of global financial filings.
What kind of market insights does Palmy Investing provide?
Palmy Investing provides deep market insights through articles, events, and its macro insights country screener. It offers a comprehensive view of stock performance with detailed financial filings.
How does the portfolio management feature in Palmy Investing work?
The portfolio management feature in Palmy Investing offers insights through allocation graphs, performance tracking, and index benchmarking. It also allows for reviewing and plotting of past trades along with fine-tuning the portfolio using the management system at any time.
What key performance indicators does Palmy Investing calculate for portfolios?
Palmy Investing calculates key performance indicators for portfolios, which include Sharpe Ratio, Alpha, Beta, and Volatility.
Can I review and plot past trades in Palmy Investing?
Yes, with Palmy Investing, you can review and plot your past trades. This can help in analyzing past performance and making informed decisions for future investments.
Does Palmy Investing offer any plan options?
Yes, Palmy Investing offers a variety of plan options, providing flexibility to the users. It has a clear membership model without any hidden costs, and continuous improvements are included.
Are there hidden costs for feature updates or new options in Palmy Investing?
No, Palmy Investing has no hidden costs for feature updates or new options. Their membership model is transparent and all improvements are included.
What types of tools does Palmy Investing offer for different investor needs?
Palmy Investing offers a range of tools designed to cater to various investor needs. These include stock analysis, portfolio management, data-driven investing, financial criteria screening, watchlists, and financial filings analysis
Does Palmy Investing support non-USD currency conversions?
Yes, Palmy Investing supports non-USD currency conversions. It provides options to quickly convert non-USD to USD or any other currency.
Can I set my own benchmark for alpha & beta in Palmy Investing?
Yes, within Palmy Investing, you can set your own benchmark for alpha and beta.
Can I track real time financial metrics in Palmy Investing?
Yes, with Palmy Investing, you can track real-time financial metrics right in your portfolio dashboard.
What type of support does Palmy Investing provide to its users?
For users subscribed to their Investor Plus Membership, Palmy Investing provides priority customer support. This ensures that these users get prioritized service requests, questions, and feature requests.
Are there any limitations to the free version of Palmy Investing?
Yes, the free version of Palmy Investing comes with some limitations. It includes certain quantity limits for watchlists, screener, portfolios, terminals, and a limited AI. Additionally, users cannot export data or use certain tools.

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