Autonomous investment research

Your analyst that never sleeps

Dossier monitors filings, reads every earnings transcript, and delivers thesis-ready briefs before the market opens. An AI research analyst, not another dashboard.

Start Monitoring →
dossier / morning brief
04:12Parsed 23 new 8-K filings from watchlist tickers
04:38Flagged material change in FCX management discussion
05:01Generated thesis brief: AG inflection signal detected
05:15Earnings transcript analysis complete for 4 positions
05:30Morning brief delivered. 3 actionable items.

Set your watchlist. Dossier handles the rest.

01

Define your universe

Add tickers, sectors, or themes you track. Dossier learns what matters to your strategy and filters noise automatically.

02

Continuous monitoring

SEC filings, earnings calls, management changes, insider transactions, macro signals. Parsed and synthesized 24/7 without you lifting a finger.

03

Thesis-ready briefs

Every morning, a structured brief lands in your inbox. Inflection signals flagged. Material changes highlighted. Your time goes to conviction, not compilation.

What Dossier watches for you

📄

SEC Filing Analysis

10-K, 10-Q, 8-K, proxy statements. Every filing parsed for material changes, risk factor updates, and management tone shifts.

🎙

Earnings Transcript Intelligence

Full earnings call analysis. Management sentiment scored, guidance changes tracked, analyst Q&A distilled into key takeaways.

Inflection Detection

Pattern recognition across filings, macro data, and sector trends. Surfaces moments where value and a catalyst converge.

📊

Position Monitoring

Tracks your existing holdings for thesis-breaking changes. Insider moves, ownership shifts, and covenant triggers flagged in real time.

Tools vs. employees

Capability Research Platforms Dossier
Filing monitoring You search, you read Parsed and summarized automatically
Earnings analysis Transcript library to browse Sentiment scored, guidance extracted
Thesis generation Not offered Structured briefs with conviction signals
Overnight monitoring Alerts you missed Works while you sleep, briefs at dawn
Inflection detection Manual screening AI pattern matching across data sources

Research that compounds while you sleep

Every filing read. Every transcript parsed. Every inflection surfaced. Dossier turns the analyst grind into an autonomous operation.

Open Dashboard →