Equity research.
Reimagined.
Primary-source research, company-specific financial models and comprehensive equity analysis. One platform for fundamental investors.
Reading the primary record, from regulators to issuers
Overview
VISION3 covers 36,480 listed companies across 99 countries, and any other listed name can be called up on demand, reading each issuer's own filings so every figure keeps its source.
Unsupported answer claims
0.09%
236 of 255,293 checked claims had no source behind them or a quote that didn't match the filing.
Characters of primary sources parsed
25.3B
Filings, annual reports, notes and tables read from more than 100,000 primary documents.
New names on demand
Any ticker
Not yet covered? Name the company and VISION3 finds its filings and researches it on the spot.
Key capabilities
Investment teams use VISION3 for
01
Source-backed research
Every figure traces to the filing it came from. Exhibits are drawn from filed tables, reconciled to reported totals, and open to the original page in a click.
Costco Wholesale · FY2025 earnings walk
ReconcilesCostco FY2025 earnings walk from its Form 10-K; Evergreen Marine's 1H 2026 operating cash flow of NT$38,779,033 thousand, opened on page 11 of its filed consolidated statement of cash flows; ASML's FY2025 EXE net system sales of €1,156.9m, opened on page 286 of its Annual Report 2025.
02
Specialist financial models
Company-specific Excel models built from five years of filed history, with the issuer's own segments, live formulas and a price target. Every forecast cell is a formula you can audit.
ASML Holding N.V.
ASML.AS · Model
- Reading five years of filed history
- Company-specific modules
- Forecast & valuation
- Writing the Excel workbook
ASML Specialist workbook, 30 Oct 2026 · 2026–2030 are model forecasts, not reported actuals.
03
Company-specific agents
Set agents on the companies you cover. They watch for results, filings, guidance and price moves, then write the analysis and deliver it to your inbox.
Coverage
Choose a company to set its agents
- ASML Holding N.V.ASML.AS · Netherlands
Costco WholesaleCOST · United States
Evergreen Marine2603.TW · Taiwan
Ferrari N.V.RACE.MI · Italy
NVIDIA CorporationNVDA · United States
Illustrative · triggers and deliverables as set up in Tasks
04
Automated earnings intelligence
When results land, VISION3 reads the release and the call, checks actuals against consensus and guidance, and delivers the review before the market has digested it.
Penguin Solutions · PENG
Q4 FY2026 · Earnings review
- Release detected
- Results & call read
- Checked vs consensus
- Delivered
Net sales growth guided to ~40%, about $2.43bn at the midpoint.
Six new AI data center customer wins back the raised outlook.
05
Thesis building
Tear sheets and initiations of coverage written section by section from primary sources, printed as clean A4 documents with every figure footnoted.
Initiation of coverage
ASML Holding N.V. (ASML.AS) · 9 pages · every figure sourced
- Investment view
- Business & earnings engine
- Industry & competitive position
- Valuation & scenarios
- Catalysts & milestones
- Risks & capital allocation
- Evidence to conclusion
- Evidence, model & review
- Source & model appendix
Pages of the VISION3 Initiation of Coverage on ASML: Investment view, Business & earnings engine, Industry & competitive position, Valuation & scenarios, Catalysts & milestones, Risks & capital allocation, Evidence to conclusion, Evidence, model & review, Source & model appendix; followed by its one-page tear sheet.
06
Meetings intelligence
Walk in with questions grounded in what management said before and what your model assumes. Commitments, follow-ups and model consequences are filed as you talk.
NVIDIA management meeting
Prep, live notes and follow-ups in one place
What rack-level, supply and customer-acceptance milestones must be met for Vera Rubin to reach the stated ~20% of Q3 FY2027 data center revenue?
07
Fund manager
Start the day with what changed across your book: health checks, material news and weight, ranked so the first name is the one that matters.
What needs your attention today
Nasdaq-100 book · ranked by severity and weight
- 1Apple Inc.AAPLSupply chain disruptions in India reported by ReutersHigh8.5%
- 2NVIDIA CorporationNVDAHealth at risk (66/100): receivables growth vs revenue growthHigh6.8%
- 3Microsoft CorporationMSFTBuyout offer to roughly 60,000 employeesHigh6.6%
- 4Tesla, Inc.TSLAHealth at risk (64/100): SG&A growth vs revenue growthHigh3.3%
- 5Meta Platforms, Inc.METAHealth at risk (43/100): operating margin changeHigh3.2%
Data
Less time reconstructing.
More time thinking.
Bring the filing, the analysis and the model into one research workflow, with original documents a click away from every answer.
Book a DemoPrimary-source figures already ingested by users
2,955,139
Answer claims linked to their source
410,816
Earnings calls analysed
1,656
Principles
Evidence first.
Judgement yours.
Filed figures are rendered from the record. The model never types them.
Publish by reference
Every statement cell comes from its saved source table.
Security
Safe, private, and yours.
Institutional work deserves a clear answer on access, data handling and security. Here is how VISION3 protects your research.
Encrypted in transit and at rest
No training on user data
ISO-certified cloud infrastructure
SOC 2-audited cloud infrastructure
Security measures
Approved access only
Every account is reviewed before it can run research, use the assistant tools or reach any data.
Isolated workspaces
Row-level access rules keep each user's chats, portfolios and documents to themselves.
Sources are data, not instructions
Retrieved pages, filings and attachments can't redirect the research agent.
Sandboxed originals
Filed documents open in an inert viewer, with no scripts run.
GDPR-aligned data handling
Clear handling of personal data, aligned with GDPR principles.
CCPA-aligned data handling
Aligned with CCPA expectations for access and deletion requests.