Features Use Cases Reviews Pricing Compare FAQ
Login Get Started

Stock Research Made Easy

Stop guessing and start building real conviction. A guided analysis framework that combines AI research with your own judgment, built for long-term investors.

Get Instant Access See What's Included

Start today · Cancel anytime · 30-day money-back guarantee

Stock Simplifier Dashboard
4.93/5 star rating
30-day money-back guarantee
Plans from $199/year

Watch the full product overview

A smarter way to analyze stocks.

Built-in AI designed for long-term investors who want to research faster and make smarter decisions.

01

AI researches. You decide.

The AI pre-populates data, charts, and analysis at every step. But you make the final call on every dimension. Build real conviction, not blind trust in an algorithm.

Stencil portraits of Buffett, Lynch, and Munger
02

Learn a framework used by the best investors.

The analysis process is built on principles from Buffett, Lynch, and Terry Smith. Use it once and you have a repeatable mental model you can apply to any stock forever.

03

Track your thinking over time.

Re-analyze stocks as businesses evolve. Your watchlist tracks every version of your analysis so you can see how your conviction changes over time.

Ready to research stocks with real conviction?

Join 1,500+ investors using a proven, repeatable framework.

Get Started Today See What's Included

30-day money-back guarantee. No risk.

Everything you need to
analyze stocks like a pro.

Everything you need to research any stock, with confidence.

1

Guided Analysis Wizard

Walk through every important dimension of stock analysis in a structured sequence: Business, Phase, Moat, Growth, Management, Risk, and Valuation. Nothing gets missed and your process is always repeatable.

  • Covers every major dimension of fundamental analysis
  • Works for 50,000+ global stocks
  • Saves to your Buy, Watch, or Pass watchlist when complete
2

AI-Powered Research

At every step, AI auto-populates charts, data summaries, and written analysis so you are never starting from scratch. You get the research — you make the call.

  • Auto-populated data and charts at every step
  • AI summary and suggested score for each dimension
  • Pro includes advanced AI analysis and Reverse DCF valuation
AI-Powered Research
3

Institutional-Quality Data, Powered by Fiscal AI

Most AI tools make up the numbers. When you ask ChatGPT or a generic LLM about a stock, the financial data it returns is unreliable: it can be outdated, hallucinated, or just plain wrong. That's a dangerous foundation for an investment decision.

Stock Simplifier is different. Our data is pulled directly from Fiscal AI, a best-in-class financial data provider used by institutional investors. Every chart, every metric, every data point is sourced in real time and updated the minute a company reports earnings.

  • Real-time data updated instantly when companies report earnings
  • 50,000+ global stocks covered with institutional-grade accuracy
  • No hallucinations, no stale data. Every number is sourced, not generated
Data powered by Fiscal AI. Institutional-grade, real-time
Fiscal AI Data
Real-time · Institutional Grade
Live
Revenue Growth+23.4%
Gross Margin68.2%
Free Cash Flow$4.2B
Net Debt / EBITDA1.2×
ROIC31.7%
EPS (TTM)$6.84
↻ Updated 2 min ago · Q4 2025 earnings
4

Phase-Aware Analysis

Most investors apply the same framework to every stock. That's a mistake. A high-growth company should be judged completely differently than a mature dividend payer. Stock Simplifier asks you to identify a company's phase first, then automatically adjusts the analysis to surface the right questions, metrics, and valuation methods for that stage. This is what makes our process unique.

  • Five distinct phases: Emerging, Growth, Expanding, Mature, and Declining
  • Analysis adapts automatically: growth metrics for growers, yield metrics for mature businesses
  • Valuation methods shift by phase: multiples for growth, DCF for mature
Phase-Aware Analysis
5

Your Analysis History, Over Time

Businesses change, and so does your conviction. Every time you analyze a stock, Stock Simplifier saves a snapshot of your scores, notes, and thinking. Come back six months later and you can see exactly how the company has evolved and how your view of it has changed. Most investors forget what they thought and why. You won't.

  • Every analysis saved automatically to your watchlist history
  • See how your scores have changed across multiple analyses
  • Know exactly why you own a stock, and when your thesis breaks
Analysis History Tracker
6

Education Built In

Every step of the analysis has education woven directly into it. Click the info icon at any time to get a plain-language explanation of what you are looking at, why it matters, and a short video walking you through it.

  • Info tooltips available on every step and metric
  • Short explainer videos built into the wizard
  • Learn the framework as you use it, not before
Education Built In
7

Deep Analysis That Builds Real Conviction

The standard analysis gives you a fast, structured overview of a stock. The deep analysis goes further. Powered by the latest AI models and built on Fiscal AI's institutional-grade data, it digs into the actual financials and historical numbers to write a complete narrative of the business in plain language.

Most investors skim the surface and hope for the best. Deep analysis is what separates a drive-by opinion from a high-conviction position you can hold through volatility.

  • AI reads and synthesizes Fiscal AI's institutional-grade financial data, earnings history, and business metrics
  • Written narrative covers business overview, customer profile, revenue breakdown, and risk factors
  • Available at every step of the wizard so you always know what the data actually means
Pro feature — unlocks deep AI analysis at every step
Deep AI Analysis

Everything you need. Nothing you don't.

One tool. Six powerful features. A framework you'll use for the rest of your investing life.

Get Instant Access

Plans from $199/year. 30-day money-back guarantee.

What investors are saying.

Join 1,500+ investors who now research stocks with confidence.

1,500+ investors can't be wrong.

See why Stock Simplifier has a 4.93/5 star rating from long-term investors worldwide.

Start Your Journey

30-day money-back guarantee. Try it risk-free.

Brian Feroldi
Brian Feroldi · Founder

Hi, I'm Brian Feroldi.

When I bought my first stock, I had no idea what I was doing. I followed tips and headlines, had no framework, and couldn't explain why I owned anything. I got lucky sometimes. I lost money other times.

That changed when I started studying the world's greatest investors: Buffett, Lynch, Terry Smith. I noticed they all shared one thing: a repeatable process. They weren't guessing. They were methodically working through the same checklist every time, asking the right questions in the right order.

I adopted that process. My results improved dramatically. Over 20+ years it compounded into a portfolio that has consistently outperformed the market. And the more I used it, the more I thought: this shouldn't be a secret.

So I built Stock Simplifier: the same framework used by the world's best investors, turned into a guided, AI-powered tool anyone can use. The goal: help you become the kind of investor who buys with conviction and holds with confidence.

Brian Feroldi
Brian Feroldi portfolio returns vs. market benchmark

Cumulative portfolio returns vs. benchmark, 2012–2026. The blue line is my portfolio.

Meet your team.

Three experienced investors, one proven system.

Brian Feroldi
Brian Feroldi, Lead
  • Investor since 2004
  • Owns "buy and forget" compounding machines
Best Investment
Netflix
+4,200%
Worst Investment
Vivos
−98%
Brian Withers
Brian Withers
  • Investor since 1998
  • Balances dividend & growth investing
Best Investment
Mercado Libre
+1,300%
Worst Investment
LeapFrog
−94%
Brian Stoffel
Brian Stoffel
  • Investor since 2009
  • Owns "buy and monitor" antifragile businesses
Best Investment
Amazon
+2,500%
Worst Investment
Peloton
−74%

Built for every type of long-term investor.

Whether you're just starting out or have been investing for decades, Stock Simplifier meets you where you are.

The problem

Investing feels overwhelming. You don't know where to start.

How Stock Simplifier helps

A guided framework that teaches you as you go. No prior knowledge required.

Financial jargon, complex filings, and conflicting advice make it hard to know what actually matters
The step-by-step wizard walks you through every dimension of analysis in plain English
You're buying stocks based on tips or news headlines instead of real analysis
Education is built into every step. Click the info icon to understand any metric instantly
You want to invest with confidence but don't know where to begin
Watch real stocks analyzed live each week and build your instincts fast
Start Learning Today

30-day money-back guarantee. No risk.

The problem

You know how to invest but your process is still inconsistent.

How Stock Simplifier helps

A structured system that makes your process consistent, faster, and more rigorous.

You analyze some stocks thoroughly and others not at all. Your process isn't repeatable
The guided wizard ensures you cover every dimension every time. Nothing important gets skipped
You've researched companies in the past but have no way to track how your thesis or conviction has changed over time
The dashboard tracks every analysis you've ever run so you can see exactly how your thinking on a company has evolved. This goes way beyond tracking numbers, and no spreadsheet can do it
You struggle to build conviction and second-guess your decisions before and after you buy
Phase-aware analysis ensures you're applying the right metrics for each type of business
Build a Better Process

30-day money-back guarantee. No risk.

The problem

You love finding high-growth companies but it's hard to know what to pay.

How Stock Simplifier helps

Phase-aware analysis built for growth companies, from emerging to expanding.

Traditional valuation methods don't apply well to fast-growing businesses
Phase analysis surfaces the right metrics for each growth stage: TAM, retention, unit economics
It's difficult to know which growth metrics actually predict long-term success
Moat and management scoring helps you separate durable growers from flash-in-the-pan stories
You can identify exciting companies but struggle to build conviction before buying
Reverse DCF (Pro) shows what growth rate is already priced into the stock
Find Better Growth Stocks

30-day money-back guarantee. No risk.

The problem

You want reliable income from stocks, not just yield traps.

How Stock Simplifier helps

Analyze the business behind the dividend, not just the yield.

High dividend yields can signal a struggling business, not a bargain
Phase analysis flags mature and declining businesses so you know what growth stage you're buying
It's hard to assess whether a dividend is truly sustainable over the long term
Financial health scoring surfaces payout ratios, free cash flow coverage, and debt levels
You want income-producing stocks with strong underlying fundamentals, not just a big payout
The full wizard ensures you evaluate management quality and competitive moat before committing
Invest in Income with Confidence

30-day money-back guarantee. No risk.

The problem

You want to own great businesses, not just cheap ones.

How Stock Simplifier helps

A framework built around the same quality lens used by Buffett, Lynch, and Terry Smith.

Screening tools find stocks by price but can't tell you if the business is actually excellent
Dedicated moat, management, and business quality sections in every analysis
Qualitative factors like moat, culture, and management are hard to score consistently
ROIC, gross margin trends, and reinvestment rate surfaced automatically to identify compounders
You want to buy and hold for years but need strong conviction before you commit capital
Analysis history lets you track whether quality is improving or eroding over time
Find Quality Compounders

30-day money-back guarantee. No risk.

Simple Pricing. No surprises.

Join 1,500+ investors who've built real conviction in every stock they own.

30-Day Money-Back Guarantee · Cancel Anytime

All plans billed annually

Standard Plan
$ 199 / year
Just $16.60/month, billed annually

A complete framework for self-directed investors who want to research stocks with confidence.

Get Standard Access
Features included:
  • 20 analyses per month
  • 50,000+ global stocks
  • Full guided analysis wizard
  • Fundamental AI analysis
  • Valuation by multiples
  • Standard watchlist
  • Education: videos & slides
  • Data powered by Fiscal.ai
  • Standard support

Your Investment Is Risk-Free

If you're not happy, just let us know within the first 30 days and we'll issue you a full refund.

No hassles, no questions asked.

30-Day Money-Back Guarantee

Why investors are ditching
spreadsheets and ChatGPT.

Other methods work. This one works faster, more consistently, and with data you can actually trust.

Spreadsheet ChatGPT / LLM Stock Simplifier
Time to analyze one stock 2 to 4 hours 30 to 60 min Under 5 minutes
Data source Manual, you pull it Trained data, often outdated Fiscal AI: institutional-grade, always current
Hallucination risk None, you enter it High. Financials are frequently fabricated. None. Fiscal AI sources data at institutional quality, updated in real time.
Consistency across stocks Depends on your discipline Varies by prompt and mood Same framework every time
Valuation models Only if you build them Generic, no real depth Multiples + Reverse DCF built in
Learning curve High. You need to know what to look for. Medium. Prompt engineering required. Low. The guided wizard walks you through it.
Tracking numbers Fantastic Clunky Clean and automatic
Tracking your thesis Poor. Spreadsheets store data, not thinking. Poor. No memory between sessions. Built in. Every analysis tied to your reasoning.
History and audit trail Only if you manually maintain it Gone when you close the chat Full history of every analysis, saved and searchable
Cost Free, but your time is not ~$20/month From $199/year
Customization Total control You can ask anything Standard framework. Pro adds custom watchlists.

Common questions.

Stock Simplifier is built for individual investors who want to analyze stocks themselves, whether you're just getting started or have been investing for years but feel like you're still guessing. If you want a proven, repeatable system used by professional investors, this is for you.
No prior experience is needed. The tool walks you through every step of the analysis process (understanding the business, assessing risk, valuing the stock) in plain, jargon-free language. And education is built directly into every step: click the info icon at any point to get a clear explanation of what you're looking at, why it matters, and how to think about it. You don't need to take a course before you start. You learn how to analyze stocks like a pro by actually doing it.
The Stock Research Wizard is an AI-powered tool that guides you through a structured stock analysis process. It eliminates analysis paralysis by asking you the right questions in the right order, so you never stare at a blank screen wondering where to start.
Yes. The team runs live workshops where we walk through the Stock Simplifier framework on real stocks in real time. These are held on social media so anyone can watch and learn alongside us.
Stock Simplifier is not for everyone, and we want to be upfront about that. This tool is probably not a good fit if you:

· Want instant results: great investing takes patience. There are no shortcuts here.
· Don't want to do any research: this tool guides you through the process, but you still have to do the thinking. If you want someone else to just tell you what to buy, this isn't it.
· Only invest in index funds or ETFs: this tool is built for investors who pick individual stocks.
· Are looking for trading advice or short-term calls: we focus exclusively on long-term, fundamental analysis. We don't trade, we invest.
No. Stock Simplifier is an educational tool. It teaches you how to analyze stocks yourself. It does not tell you what to buy or sell. All investment decisions remain yours to make.
We offer a full 30-day money-back guarantee. If you're not satisfied for any reason within the first 30 days, simply reach out and we'll refund you in full. No questions asked.

Start analyzing stocks with confidence today.

Join 1,500+ investors who use a proven, repeatable system to build conviction in every stock they buy.

Get Instant Access →

Start today · Cancel anytime · 30-day money-back guarantee