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For self-directed investors

Equity research that shows its work.

The rating, the trade set-ups and the options structures for thousands of US-listed stocks, with the evidence underneath. Dated and sourced.

Research, not advice · No AI computes or adjusts the score

Illustrative sample · not live research

The verdict

A house rating and a 0–100 score, set by formula.

OrderSendAI rating · illustrative

Strong Buy86 /100

6 points above the Strong Buy line (80)

  • Growth
  • Financial health
  • Valuation

The trade

Entry zone, idea target and exit, across four time horizons.

Universal research set-ups, identical for every reader. Not personalised financial advice.

  • Short term3–30 days

    Wait for a pullback

  • Long term3–12 months

    Wait for a pullback

  • Multi-year3–10 years

    Wait for a pullback

  • Buy & hold10+ years

    No entry at current levels

Entry zonePrice nowIdea targetStop

The options

Option structures ranked by model fit, sized by cash or shares.

Model fit

  • Cash-secured put
  • Covered call
  • Bull put spread

Options research, not personalised advice. Options carry risk, including loss of the entire premium.

Illustrative sample, not live research or a recommendation. Live pages fill in the levels and the option figures.

Everything behind the rating, on one page.

Six panels

Overview
Thesis, price chart, case for and against
Set-ups & options
Catalysts, invalidation, ranked options strategies
Financials
Scorecard, earnings record, the latest 10-K
Analysts
Street targets and named rating changes
News
News, 8-Ks and Form 4 insider trades
Ecosystem
Suppliers, customers, partners, adjacent ideas

Every panel dated and sourced · PDF report · Read-only share link

Ask Vera, the AI research assistant.

For signed-in members

She starts from the stock’s research, adds a live web search and links the covered stocks she names to their pages.

Research, not advice. Vera is built never to make a personalised recommendation.

Example question

“Walk me through the trade set-ups, horizon by horizon.”

Built to be checked.

How it works

Unlike most newsletters, it shows the working. Unlike a data terminal, it commits to a rating.

Scored by formula.

Fixed rules turn valuation, financial health and growth into a 0–100 score. Same inputs, same score.

Both sides, by the same rules.

Mirrored rules pick both cases; each point is dated and sourced.

AI drafts; formulas rate.

The thesis is AI-written and labelled. AI-proposed set-up levels far from the price are dropped.

The same research for every reader.

No personalised recommendations or portfolio advice. No payment for coverage. No broker connection.

Illustrative

The case for

  • Revenue growth10-K
  • Insider buyingForm 4

The case against

  • Stock-based compensation10-K
  • Insider sellingForm 4

Institutional research, priced for individuals.

Pricing

Every plan gets the same ratings, set-ups and evidence; plans differ in watchlist size.

Annual saves 20%

The full desk

Terminal

$249.99/month

Watchlist: up to 50 stocks

Everything in Analyst, plus:

  • 16 options strategies, ranked by model fit
  • Sizing calculator: cash or shares, whole contracts
  • Price alerts and watchlist monitoring · coming soon

The research page

Analyst

$99.99/month

Watchlist: up to 10 stocks

The research page on any covered US-listed stock.

  • Rating and 0–100 score, with the case for and against
  • Trade set-ups across four time horizons
  • Filings, insider trades, analysts, news and the supplier map
  • Vera, PDF reports and share links
Create an account

New accounts start on Analyst.

“Coming soon” means not available yet.

The questions serious investors ask first.

FAQ

Does the AI make up the numbers?

No AI computes or adjusts the score. Fixed formulas set it: same inputs, same score. One input is AI-classified: the number of themes a stock belongs to. News topic labels are shown for context only; they set no score. AI writes the thesis, catalysts and 8-K summaries, proposes set-up levels and their conviction, and estimates supplier dependency.

Is this financial advice?

No. OrderSendAI is a research and educational platform, and every reader sees the same research. There are no personalised recommendations and no portfolio advice. Ratings and set-ups describe the stock, not what to do with your money.

Where does the data come from, and how fresh is it?

SEC EDGAR for 10-Ks, 8-Ks and Form 4s; market-data providers for prices, analysts, news, earnings and option chains. Prices refresh while the page is open; stale sections refresh when a member opens the stock. Each shows its source and time.

Which stocks are covered?

Thousands of US-listed companies, from the SEC’s list of filers. Foreign OTC listings, closed-end funds and companies with no published financials aren’t scored, and their pages say why.

What changes between plans?

Each plan lists what it includes, such as its watchlist size. The rating, set-ups and evidence are the same for every reader, on every plan.

For investors who’d rather check the numbers than take the tip.

From $99.99 a month.