Description

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, with:

Global Coverage
15,000 equities, where over 6,000 are operating in the United States.

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.

Wall Street Estimates
Stay aligned with market expectations by reviewing historical data alongside forward-looking earnings forecasts.

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.

Calendars
Track dividends, earnings, and economic events—all neatly organized by date for intuitive navigation.

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.

Company Screeners
Use powerful screeners—ready-made or custom-built with 250+ financial metrics. Filter by country, sector, or industry to pinpoint the companies that fit your thesis.

Watchlists
Organize and monitor investment ideas in dynamic watchlists, complete with relevant news, event alerts, and allocation insights.

Portfolios
Track your positions and evaluate performance using visual tools and essential metrics like Alpha (α), Beta (β), and the Sharpe Ratio.

These are just the most important functions, there are many more and micro search functions that speed up your workflows.