The full toolkit
One platform for the entire decision.
From first look to final call: scoring, valuation, research, monitoring, and idea generation — built on real filings and data, not opinions.
The core engine
Scoring that refuses to hide weakness
Ten weighted metrics, each scored 0–10 from quantitative thresholds. The composite is weighted toward what kills investments — profitability, financial health, and business viability carry 12% each.
Most tools average. Trovest disqualifies: one metric under 4.0 and a stock can never be a Compelling Idea, no matter how good the rest looks.
Read the full methodologyMicrosoft Corporation
Capabilities
Nine tools. One workflow.
10-Metric Stock Scoring
Every stock scored 0–10 across ten weighted fundamentals — profitability, financial health, growth, management alignment and more. One weak metric and it gets flagged, never averaged away.
AI Research Reports
Sixteen-section institutional-style reports: business model, moat, valuation, risks, and bear/base/bull price targets. Generated from filings and financials in about 30 seconds.
Fair Value Analysis
DCF, Graham Number, and peer-multiple valuations triangulated into one fair value range that updates as prices move. Know if you’re overpaying before you buy.
Compelling Ideas
A weekly top-10 of stocks that clear the quality bar: overall score ≥ 7.0, no metric below 4.0, growth and financial health above the floor. Quality-first idea generation.
Daily AI Briefings
A morning market briefing written for what you hold and watch — with an audio version. Indexes, movers, catalysts, and what actually matters this week.
Portfolio Intelligence
Connect your brokerage read-only via Plaid or track manually. Every holding scored, portfolio-level health computed, material changes flagged automatically.
Stock Screener
Screen the entire US market by Trovest scores, valuation, growth, and quality filters — not just raw ratios. Find candidates that already clear your bar.
ETF & Fund Analysis
Holdings deep-dives for ETFs and mutual funds: see the quality scores of what’s actually inside the wrapper before you buy it.
SEC Filing AI Analysis
10-Ks and 10-Qs parsed straight from SEC EDGAR, with AI summaries of what changed, new risk language, and red flags buried in the footnotes.
MNDY
monday.com Ltd.
18% below fair value
Reports and valuations are generated on demand for any US-listed stock — the kind of output that used to require a Bloomberg terminal and an analyst team.
Bring the data to your AI with MCP
Connect Claude, ChatGPT, or Cursor to 30 years of financial data through Trovest's MCP connectors — 21 tools for statements, ratios, technicals, and filings.
See every feature on your own watchlist.
Free plan, 10 analyses a month, no credit card.