Tier 2 Preview Lab

Advanced valuation, saved research, and product-level workspaces.

Estimate intrinsic value from discounted cash flow, earnings multiples, and net assets, then compare rate scenarios against your portfolio goals.

Open Save Center Keep Me on the Waitlist
Valuation Modes DCF + Earnings + Assets
Persistent Assets Saved analyses + exports
Coverage Portfolio-linked goals

Valuation Lab

Three methods. One intrinsic estimate.

All company inputs use dollars and actual shares outstanding. The final estimate is the equal-weight average of DCF, earnings multiple, and net-asset value.

Company inputs

Each scenario rate discounts DCF cash flows and projects portfolio growth, so you can test how rate assumptions affect value and goal funding.

Portfolio and retirement goals

Enter company inputs and run the valuation to compare intrinsic-value and goal-funding scenarios.

Workspace Studio

Product-level chart workspaces with saved notes.

This is the planned home for per-product chart setups, thesis notes, and saved templates attached to a user account and tier.

Planned saved workspace fields

  • Saved chart layouts by symbol and product type
  • Linked documents and diligence notes
  • Tracked API runs and refresh counts
  • Reusable analyst templates by strategy
Workspace Mode Product chart workspace
Persistence Per-account save center
Rollout Status Preview only, not public

Expanded Coverage

Cross-asset analytics planned for Tier 2.

The goal is broader security analysis without splitting the workflow across separate tools.

Stocks

Valuation ladders, estimate framing, peer comp notes, and saved chart workspaces.

Bonds

Yield ladder views, duration snapshots, spread notes, and saved fixed income templates.

ETFs

Holdings concentration checks, factor notes, expense drag, and allocation workspace saves.

Annuities

Payout scenario tracking, fee snapshots, rider documentation, and suitability note storage.