What it does
Research public companies from their own filings, lay out the honest bull and bear case, keep a watchlist and check each thesis against new results. Research only: never buy or sell calls, price targets, position sizes or trades.
Works with your apps
- Google SheetsReads a watchlist you already keep.Optional
Routines it runs for you
Set up with you in a quick chat, so each one fits you. Switch on the ones you want.
- Earnings watchWhen a company on the watchlist publishes quarterly or annual results
Skills it brings
- Company brief
- Bull and bear memo
- Earnings review
- Research anything, with sources
- Help me make a tough call
- Turn it into a polished PDF
More for money
- Get my personal money sortedShows where your money goes, catches stray subscriptions, bills and scams, and explains your options so every money move is yours.
- Use the right credit cardMaps which of your cards to use for what, tracks credits before they expire and checks each annual fee against what you get back.
- Raise my credit scoreReads your credit report, finds errors worth disputing and lines up the moves that help your score most, using your own balances.
- Find subscriptions I can cancelTotals every recurring charge from your receipts or statement and tells you what to keep or cut, with how to cancel each.
Put Ellis to work.
Already in Avori? Add it in one tap. New here? Avori is invite-only while we add room. Request access and we’ll let you in as soon as there’s space.