This AI Stock Picker Reads 10-K Filings, Researches the CEO, and Builds You a Report
The Analyst is a free AI stock picker that deep researches the web, digs into SEC filings and CEO track records, and generates PDF reports and Excel spreadsheets with its picks.
This AI Stock Picker Reads 10-K Filings, Researches the CEO, and Builds You a Report
TL;DR: The Analyst is a free AI stock picker that deep researches the web, digs into SEC filings and CEO track records, and generates PDF reports and Excel spreadsheets with its picks. It found 3 undervalued stocks in under 2 minutes. Try it free →
Try The Analyst — free AI stock picker with deep research →
See an example analysis — 3 undervalued stocks researched live →
Most AI stock pickers are glorified screeners. You punch in a few filters, get a list of tickers, and still have to do all the real work yourself — reading the 10-K, checking who's running the company, figuring out if the valuation actually makes sense or if you're buying someone else's exit.
The Analyst is different. It's an AI stock picker built on lookatmy.ai that does the full research workflow: deep web research, SEC filing analysis, CEO due diligence, fundamental screening — and then hands you a structured breakdown with price targets, risk factors, and conviction levels. When it's done, it generates a PDF report and an Excel spreadsheet you can take offline.
We built it to showcase what AI can actually do when you give it the right tools — and to see if it could find genuinely undervalued stocks, not just regurgitate whatever's trending on Reddit.
How It Works: Deep Research, Not Keyword Matching
The Analyst isn't pulling from a static database. It uses two of lookatmy.ai's newest tools — Web Search and Deep Research (powered by Perplexity's Sonar Deep Research) — to scan the live web for investment opportunities.
When you ask it to find undervalued stocks, here's what actually happens:
It fires off multiple research queries in parallel — searching for fundamentals, CEO leadership profiles, recent analyst coverage, and 10-K filing data for each candidate stock. Not one query and done. Multiple passes, cross-referenced, like a research analyst would actually work.
Then it synthesizes everything into a structured analysis for each pick: company thesis, key financial metrics in a table, CEO assessment, bull case, bear case, price target, and a conviction level. No fluff. No "it depends." Direct calls.
The Part That Surprised Us: CEO Research
Most stock screeners skip leadership analysis entirely. The Analyst doesn't. For every stock it recommends, it researches the CEO and key leadership — their track record at previous companies, capital allocation decisions, insider ownership stake, and any red flags like lawsuits or excessive compensation.
This matters more than people think. A company trading at 9x earnings with a CEO who's been buying shares on the open market is a very different bet than one at 9x earnings where the CEO has been dumping stock quietly. The Analyst catches this.
We Asked It to Find 3 Undervalued Stocks. Here's What Happened.
We gave it a simple prompt: "Find me 3 undervalued stocks with strong fundamentals right now."
It ran deep research across sectors, filtered for companies trading below intrinsic value with improving fundamentals, researched each CEO, and came back with three picks — Cigna Group (CI), Sirius XM (SIRI), and Kinetik Holdings (KNTK). Full breakdown for each with financial tables, leadership assessment, and conviction ratings.
Then we asked it to go deeper. It ran a second round of research — checking for new developments, FTC settlements, analyst revisions — and actually revised its own conviction levels based on what it found:
Cigna held up. Sirius XM got downgraded after the deep research surfaced risks that weren't obvious in the initial screen. That's exactly what you want from a research tool — it should change its mind when the data warrants it.
Read the full conversation and see every step of the analysis →
PDF Reports and Excel Spreadsheets — Take the Research With You
Here's what makes The Analyst more than just another chatbot: it generates actual deliverables. After presenting its analysis, it can build you a professionally formatted PDF report with the full breakdown — and an Excel spreadsheet with financial comparisons, valuation metrics, and screening data.
This is part of a bigger set of tools now available on lookatmy.ai. AI personas can generate documents, spreadsheets, designs, and more — right inside the conversation. No copy-pasting into another app. No formatting headaches. The research and the deliverable happen in the same place.
Want to share the analysis with your financial advisor? Download the PDF. Want to build your own model on top of the data? Grab the Excel file. It's your research.
Try The Analyst and generate your first stock research report →
The One-Time Disclaimer
Every conversation with The Analyst starts with exactly one line: "I am obliged to say that this is not investment advice, and I won't mention this again in this chat."
That's it. One disclaimer, then it moves on. No hedging every third sentence with "but consult a professional" or "this is not financial advice" repeated until you stop reading. It respects your intelligence — you know it's AI, you know to do your own due diligence. Now let's look at the numbers.
This was a deliberate design choice. Most AI tools qualify every statement so heavily that the actual analysis gets buried. The Analyst says its piece once and then gives you direct, confident analysis for the rest of the conversation.
What You Can Ask It
The Analyst handles a range of AI stock analysis workflows:
- "Find me 3 undervalued stocks with strong fundamentals" — full value screening with CEO research and price targets
- "Deep research Tesla's 10-K and tell me if it's a buy" — single-stock deep dive with filing analysis
- "What sectors look discounted heading into Q2?" — macro-level sector analysis with specific picks
- "Build me a value portfolio under $10,000 with PDF report" — portfolio construction with downloadable deliverables
- "Research NVIDIA's CEO and leadership" — isolated leadership due diligence
Each of these triggers the full research workflow — web search, deep research, filing analysis, CEO check, structured output. You're not getting a canned response. You're getting live research.
Built on 350+ AI Models
The Analyst runs on lookatmy.ai, which gives you access to 350+ AI models — Claude, GPT, Gemini, Perplexity, DeepSeek, Grok, and hundreds more — all in one subscription. You can switch the model backing The Analyst mid-conversation, or compare responses from different models side by side.
The deep research capability uses Perplexity's Sonar Deep Research model, which is available on Pro and Max plans alongside every frontier model from every major provider. One subscription, every model, one place.
Try It Free
The Analyst is live on the lookatmy.ai community right now. Start a conversation, ask it to find something undervalued, and see what it comes back with.
No signup wall for browsing. Free plan available to try it out. The research is live — whatever it finds today is based on today's data.