tweenvest

Tweenvest AI

Hours of filings, in the time it takes to make a coffee.

We read every company's official filings and earnings calls and lay them out for you. And wherever AI saves you work inside the app, it is there too.

Try Tweenvest free

AI summary · latest quarter

Example
  • Revenue ahead of expectations, driven by services
  • Gross margin steady on last year
  • Management raises guidance for next quarter
Results presentationAnalyst call

1 · Quarter summaries

Every quarter, summarised. In Spanish too.

What matters in each results presentation and its call, next to the slides, the transcript and the audio. Know what happened without listening to an hour-long call.

  • Next to the call's transcript and audio
  • Every past quarter
Example
  1. 02:14Chief executiveThis was the best third quarter for revenue in our history.
  2. 18:04Chief financial officerWe expect gross margin to stay in the same range next year.
  3. 41:37AnalystCould you say more about how Asia is doing?

2 · A screener in one sentence

Describe what you want. It writes the filters.

The screener assistant turns a sentence into filters you can read and edit, and keeps the conversation going to refine them.

See the screener →

3 · Portfolio import

Hand it your broker statement. It does the typing.

A CSV, a PDF or a screenshot: the assistant finds the buys, sells and dividends, and asks about anything unclear before saving them.

  • For anyone with a portfolio on Tweenvest
CSVPDFScreenshot

4 · Insights

An analyst's questions, answered.

Business model, moat, SWOT, debt and its maturities, risks and more: fifteen questions answered for every company from its own filings and calls.

Beta · not open to everyone yet
  1. 1Overview
  2. 2History
  3. 3Business model
  4. 4Moat
  5. 5SWOT
  6. 6Competition
  7. 7Insiders
  8. 8Profitability
  9. 9Debt
  10. 10Debt calendar
  11. 11Predictability and crises
  12. 12Growth
  13. 13Latest news
  14. 14Social media
  15. 15Risks

5 · Assistant on every tab

Ask right where the question comes up.

Quality, Growth, Value, Dividend and Financials each have their own assistant, which knows what you are looking at and loads the statements it needs.

Beta · not open to everyone yet
QualityGrowthValueDividendFinancials

6 · Dashboards and notebooks

Your thesis, with numbers that keep themselves current.

Dashboards of your metrics and charts that you change by telling the AI what you want. Notebooks to write your thesis on live data, publish with a link or export to PDF.

Beta · not open to everyone yet

Add the ROE of all three and drop the note

Done: “ROE” widget added.

Which plan includes it

AI, plan by plan

FeatureBasicPROPRO+UNLIMITED
AI summariesNot includedNot includedNot includedIncluded
Screener AI assistant, messages a weekNot includedNot includedNot includedUnlimited
TranscriptsLatest transcriptLast year's transcriptsLast year's transcriptsAll transcripts
See every plan →

Questions

Where does it get its information?

From each company's official filings and earnings calls, and from Tweenvest's data.

Is all of it available now?

Quarter summaries, the natural-language screener and portfolio import, yes. Insights, the per-tab assistants, dashboards and notebooks are in beta and not open to everyone yet.

Which plan includes it?

AI summaries and the screener assistant come with UNLIMITED. Importing transactions with the assistant is open to anyone with a portfolio.

Stop reading 300-page filings. Start with the summary.

Start free