IC one-pagers
What we know. What we don’t. What would change the view. The format that gets buy-in.
Built for portfolio managers & analysts
Find your edge
Cover every name like it’s your only one. Knowledge does the cross-referencing you never have time for — it reads every transcript, filing, and financial together, and hands back the connections, contradictions, and evidence that move your thesis.
- No credit card required
- Any US public company
- 10+ years of history
Research prompts
- Compare MSFT, GOOGL, and AMZN on AI monetization using the last 6 quarters of filings and calls.
- Compare Netflix and Disney on streaming profitability and strategic positioning.
- Explain why a company like Costco has such a durable moat.
Ramp a new name before lunch.
The tedious, hours-long cross-referencing that stands between you and a view — cleared before you’ve finished your coffee.
The primer
A 20-page primer on retail eyewear.
Market structure, value chain, unit economics, company positioning.
The week, changed
Four things that change about your week with DoTadda Knowledge.
You’re ramped by the afternoon.
A new name lands on your list. By the afternoon, you understand how the industry makes money, who’s taking share, what management has promised, and where the risks are buried.
You catch it before the market does.
Trend shifts surface across calls, filings, financials, and news while the signal is still scattered across source documents — not after it becomes consensus.
You know whose guidance to discount.
Guidance is tracked against the results that follow, turning optimism, sandbagging, and repeat misses into a record you can underwrite — not a hunch.
Your whole list gets your best coverage.
Parallel research agents give every company the same source-deep attention, so your coverage scales without lowering the standard of the work.
One tool. Two very different days.
The portfolio manager
Conviction you can defend in the IC meeting — without living in the filings yourself.
- Pressure-test a thesis against the primary sources before sizing the position
- Track management’s credibility across quarters, so you know whose guidance to trust
A new name lands on your list. By the afternoon you have the primer: how the industry makes money, who’s taking share, what management has been promising, where the bodies are buried in the filings. The eyewear primer took one prompt. Yours takes one prompt too.
The analyst
Cover more names, go deeper on each, and hand up work that already has the receipts attached.
- Skip the manual grind — transcripts, filings, and financials read together in one pass
- Build the comp table and the KPI tracker in minutes, then spend the day on judgment
Five sources, read together.
The same primary research you’d do by hand, dispatched across specialized agents and reconciled into a single view — with a clear rule for whom to believe when sources disagree.
What gets read
5 source typesEarnings call transcripts
Summarize a single call, or extract themes across many quarters.
SEC filings
10-Ks, 10-Qs, 8-Ks, and exhibits — reported numbers, accounting definitions, risk factors, MD&A, and segment disclosures.
Standardized financials
Normalized metrics and full statements — margins, growth, valuation, income statement, balance sheet, and cash flow.
Stock price history
Daily, weekly, or compact price summaries to contextualize what the numbers did.
Web & news
With your approvalLatest coverage and IR materials — a fallback for exact KPI gaps, never a primary source.
When sources disagree
Decision orderHighest authority
- SEC filingsThe record. What was sworn to.
- Earnings releasesThe company’s own numbers, same day.
- TranscriptsWhat management said out loud.
- FinancialsThe normalized, comparable view.
- Web & newsContext. Never the verdict.
Supporting context
The filed record outranks the press release, which outranks what was said on the call. The web never gets the last word.
- Parallel research agents
- Transcripts, filings, and approved web tasks dispatched to specialized agents at once — then synthesized into one view.
- Runs the math in code
- Statistics, scenarios, and models executed in Python. Computed, not approximated — assumptions stated out loud.
- Delivered in your format
- Excel models, Word memos, PDFs, decks, and charts — ready to drop straight into your process.
What lands on your desk.
The deliverables your junior analyst would spend a day building — structured, thorough, and ready to review.
Verdict reports
Any claim graded Supported, Unverified, or Speculative — each verdict tied to a primary source.
Peer comp tables
Multi-company comparison on margins, growth, and reinvestment — with the evidence behind each line.
Credibility scorecards
Management’s guidance track record, sandbagging patterns, and forecast reliability across quarters.
KPI tracker tables
Guidance vs. actuals across quarters, margin bridges, and segment mix shifts. Ready to paste into your model.
Long / short memos
A thesis with evidence chains from transcripts, filings, and financials. Both sides, with receipts.
How Knowledge supports your analysis
We don’t find the trade. We replace the two hours of data gathering so you can start your analysis.
You bring the judgment. We bring the content.
Do a week of diligence before the market opens.
Five sources, cross-referenced. Connections surfaced, contradictions flagged. Start free and run your first deep dive today.
Every capability. Every source. One seat.
Every plan includes every capability and every source, cross-referenced automatically. The outcome is the product.
Monthly plan
"The Intern"
FREE
Twelve sessions a month, full citations on everything. Enough to test against your own coverage. Resets monthly.No credit card required.
Included usage
- Sessions12/ mo
Monthly plan
"The Associate"
$39/month
Forty sessions a month. Survive earnings season with more time to analyze and reason. Resets monthly.
Included usage
- Sessions120/ mo
Monthly plan
Most Popular"The Axe"
$129/month
500 sessions a month. For deep-in-the-weeds analysts and PMs. Resets monthly.
Included usage
- Sessions500/ mo