Ask. Analyze. Alpha.

Professional-grade analysis for the price of a cappuccino. Insights worth thousands.

A financial research tool built for fundamental investors to focus on one thing: generate insights that matter.

Built by Professional Investors

We've managed hundreds of millions of dollars and spent decades in the trenches doing it all - deep analysis, financial modeling, portfolio construction and management, talking to management teams, sell-side analysts, and buy-side peers. We've strived to reflect our hard-learned lessons in this product.

This is just the start. Lots more to come.
Sign Up - No Subscriptions!

Find Answers 10× Faster

Cut out hours of boring work from your day. Query 10-K, 10-Q, DEF 14A, earnings transcripts and more to generate well-researched responses in just minutes. Use these insights to free your mind up for the more impactful work.

Insights You Can Verify and Trust

Dbot provides direct references to filings and transcripts - not to other websites. Use 1-click verification to have the responses "peer-reviewed" by different models. Spend your time on thinking, not cross-checking data.

Cut Research Costs by >90%

Transparent pay-as-you-go pricing model for cost-effective research. Select which models you want to use: Start with cost-effective models and scale up to advanced reasoning for complex analysis. Weave in web search seamlessly.

Go Beyond Summaries

Summaries are great, but they don't generate insights. Real value emerges from analyzing multiple documents simultaneously and quickly. Research industry trends or company history in just moments. Use these powerful insights to generate alpha.

More Than a GPT Wrapper

ChatGPT talks in generalities and has stale knowledge. Dbot answers with current facts. Every query is routed through our filings database before a single word is written. The result? Instant, citation-linked insights you can verify, act on, and defend in front of any investment committee.

Built by Investors

We know the grind of research notes and IC memos. Dbot was born on real desks where every number must be verifiable, every recommendation defensible, and every minute billable. That pressure shaped a tool that delivers audit-ready answers in minutes.
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Seamlessly research across multiple companies

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Have in-depth discussions about sub-segments

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Easily verify responses with a click to gain confidence.

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Get metrics not available with some of the big providers

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Generate summaries, CSVs, or slide outlines for takeaways

Get Started in 3 Minutes

1
Sign up with Free Account
Create a FREE account to get access to your Dashboard, Dbot, and other exclusive tools. No subscription and no commitments!
2
Purchase PAYG Credits
Purchase PAYG credits to start using Dbot. Ensure your email account matches the email address you use for payments.
3
Alpha!
Start asking questions and generating powerful insights to help you stay ahead of the curve. All done quickly and cost effectively. Monitor usage on your account page.

Pay As You Go

Start chatting with Dbot right away.
Use PAYG credits. No subscription needed.
$ 0 / Mon
Dbot: PAYG Credits
Latest AI Models (10+ models used)
Market Dashboard
ETF Details & Analytics
Select

Base

Best for Advanced Users
$ - / Mon
All Free Features
Equities (with Transcripts)
Custom Dashboards
Custom Watchlists
Coming Soon

Pro

Best for Institutional-Grade Tools
$ - / Mon
All Free & Basic Features
Portfolio Tracking
Detailed Analytics
Advanced Tools
Coming Soon


FAQs

Basics

How do I start chatting?

Click on the little chat icon at the bottom right of the screen. It should be visible on most pages on the site.
Chat Icon Location
You have 4 core levels to choose from: off, low, medium, and high. Set the default model on your account page. If you want to use a different model, start your question with the command:
  • /off Who is the CEO of Microsoft?
  • /med Why does AMD report amortization in COGS?
Use the /help command when chatting to get the full list of commands you can use.
Dbot uses more than 10 different models together in a seamless manner. These models are bucketed in the 4 categories based on their capabilities, their ability to think, context length (how much data they can work with), and speed. Our house-default setting is 'low'. We recommend starting with that and then moving up or down based on needs.

More advanced models typically have more internal knowledge and context lengths that can be used. If you can't get the answer you're looking for, often just moving up one level and asking the same question again will get you a good answer.

For example, if you are using the 'low' intelligence level, try asking the same question with '/med' or '/high' at the start of your question. This will switch the model to a more advanced one that can provide better answers.

Once you select a new intelligence level, the subsequent interactions will continue using that level until you change it or exit the conversation.
Use the '/web' trigger to search the web. A good reason for including web search is to bring in data into your research work that is not included in filings. This includes potentially detailed industry knowledge (e.g. /web How long does it typically take to develop a new drug for hypertension?), product reviews, policy changes, etc.

Once the data is in the conversation context, you can use this context (fancy way of saying chat history) to provide important information to the LLM to generate better answers.
Our coverage is increasing every single day - both in breadth (number of companies) and depth (historical coverage). We are currently focused on providing coverage for US companies in the S&P 500. Coverage will gradually be expanded to other major indices like Nasdaq 100, Russell 1000, etc.

We will soon expand to include US-listed ADRs as well. Additional global markets will follow in due course.

Customers can request companies for inclusion. Please email us with your requests.
Dbot is excellent at diving in to details about companies' filings. You can pull the as-reported financials, discuss details about the various segments, analyze evolution of margins, compare with competitors, etc. If the data is in the filings, Dbot will get it for you. If you notice its struggling, move up to the next higher thinking level to try and get your answer.

If you would like to perform complex analysis, we recommed building up to the ultimate query gradually. If running analysis across multiple companies and multiple time periods, start with one company, build up its history, then proceed to the next. Once you have built up the context, you can then ask the agent to perform the ultimate analysis.
LLMs are still a relatively new technology, so there are always pitfalls. Treat Dbot like a smart junior analyst - the work will most likely be done well, but if your life depends on it, then best to verify. Here are some key aspects to keep in mind:
  • We have strived to minimize hallucinations, however we recommend verifying information with the references. You can use our 1-click verification to have another model "peer-review" the results.
  • To ensure the best results, we recommend providing sufficient detail and guidance in the question. The better the framing of the question, the higher the likelihood of the response matching your expectations.
  • Things will likely blow up if you ask it to run very complicated analysis up front. Particularly challenging scenarios are where questions require searching and analyzing multiple companies and multipe time periods in one shot. We recommend building up to complex topics in a step-by-step fashion.
  • Complex queries are best attempted at the 'high' intelligence levels.
  • If you notice the agent is going down the wrong rabbit hole, you can use /stop to halt execution.
  • You can also use /clear to clear the internal working memory. This can help to reset the agent's train of thought without losing your existing chat context.

Pricing

How does PAYG work?

We strongly feel that research tools shouldn't be hidden behind multi-thousand dollar level subscription walls. Dbot's core capabilities are available to all users on a pay-as-you-go basis. Please purchase credits upfront to start. Usage is billed based on the models used and searches performed. Usage is measured in 'tokens'.
As there are numerous models operating in the background, the following table provides the pricing range that apply at any given thinking level. Units are dollars per million tokens.
Thinking Level Input Output
Off $0.5 to $1.2 $2.0 to $3.2
Low $1.0 $1.5
Medium $1.0 to $3.3 $10 to $13
High $10 $20-$30

We recommend setting the the default intelligence level to Low for your work as it provides the best balance between cost and performance.
We use the token counts as provided to us by the LLM provider. It is important to note that internal agent traffic tokens are also billed, so one round of question-and-answer includes the tokens used in asking the question, in analyzing the data obtained from the search results, and in generating the final answer.

A simplistic example: A question consisting of 50 tokens, could generate search results of 30,000 tokens, and the final answer (including model's thinking process) could be 1000 tokens. In this case, 30,050 tokens are billed at the input rate and 1,000 tokens at the output rate. Additional tokens are also used within the agent for instructions and these are billed at a much lower rate. At the 'low' level, this would result in a cost of ~$0.03 for tokens + $0.01 for search = ~$0.04.

Usage is billed down to 4 decimal digits.
In addition to token usage charges, there are fixed charges for search as outlined below:
  • Filings database: $0.01 per instance
  • Web search: $0.05 per instance
An instance is loosely defined as each time the agent turns to the respective data source. One instance of database search could range from 1 query in 1 document to 10 queries over 10-20 documents (possibly up to 200 different searches). Similary a web search instance is defined as each time the 'web' agent is called (and not per web search query).
Here are some important points to know:
  • Credits are purchasable in "packs" of $19.99.
  • Credits are non-refundable and expire 1-year from purchase.
  • We use Stripe for payment processing. We use email address for matching payments with the account here. You can either use the same email address for Stripe and for your account here; or alternatively, enter your Stripe-linked email address in the account page.
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