Everything StockDive AI can do
StockDive AI turns any US-listed ticker into an institutional-grade research report in about 30 minutes — grounded in real filings, then debated by a panel of legendary investors. This guide explains what it does and how to use it.
What StockDive AI is
It is an AI-powered equity-research assistant built around Buffett & Munger value-investing principles. Instead of a single AI opinion, it runs a structured, multi-phase research process on real financial data, then has seven legendary-investor personas independently judge the stock. You get the depth of a professional analyst report plus a multi-perspective verdict — and you can read it at whatever depth suits you.
Grounded in real data
Every prompt is fed actual SEC filings (10+ years of statements) and recent earnings-call transcripts. The models analyze facts — they never invent numbers.
Six research phases
Industry, competitive moat, business model, 10-year financials, ROIC & capital allocation, and multi-scenario growth — each written out in depth.
A panel, not one opinion
Seven investor personas debate the bull and bear case and each land on a buy / hold / avoid verdict, surfacing the blind spots single-viewpoint research misses.
How a Deep Dive works
When you enter a ticker, the analysis moves through five stages. Most of the time is the deep research itself — several phases run in two passes, where a refinement pass challenges the first draft's assumptions and fills gaps.
1. Ticker
Enter any US symbol
2. Data
SEC filings & transcripts gathered
3. Research
6 multi-pass AI phases
4. Council
7 investors debate & vote
5. Reports
Saved & readable in many lenses
A complete run takes ~25–35 minutes. Keep browsing — a notification pops when it's done, and the report is saved forever.
Multi-model engine: different phases are routed to the AI model best suited for that reasoning, and critical sections are cross-checked by a second, independent model to catch errors and bias.
What you can do
The Deep Dive is the core, but everything you generate feeds a set of connected tools for ranking, valuing, and comparing stocks across your whole library.
Deep Dive
Full multi-phase research on a single stock.
Rankings
Every analyzed stock scored and ranked by the council.
Valuation Matrix
Fair-value vs. price across your library at a glance.
YTD Return Analysis
What actually drove each stock's return this year.
Deep Dive Showdown
Put 2–4 stocks head-to-head and let the council pick.
Analyze once — then rank, value, and compare across everything you've researched.
Deep Dive
The heart of the app: a comprehensive, six-phase workup of one stock grounded in filings and transcripts.
Start from the home pageDeep Dive Rankings
See how every stock you've analyzed stacks up, scored and ordered by the investor council's conviction.
Open RankingsValuation Matrix
A sortable grid of fair value versus current price, so you can spot the cheapest quality quickly.
Open the MatrixYTD Return Analysis
Breaks down what really moved each stock this year — multiple re-rating, earnings growth, or sentiment.
Open Return AnalysisDeep Dive Showdown
Pit 2–4 stocks against each other; all seven investors debate which deserves the portfolio spot.
Compare stocksFeedback
Tell us what's working or missing — it shapes how each Deep Dive gets sharper over time.
Send feedbackRead it your way
One Deep Dive, many lenses. Open any stock's Stock IQ one-pager and use "Go deeper" to switch formats — no re-running the analysis. Pick by the question you're asking, not by how much time you have.
- Stock IQ one-pagerThe at-a-glance verdict, price and key facts.
- Plain-English GuideJargon-free "should I buy?" with everyday analogies.
- Decision BriefBull, bear, risks and the verdict — scannable.
- Newspaper StoryThe whole thesis as one narrative read.
- Investor DebateThe legends argue bull vs. bear head-to-head.
- Full ReportEvery research section, start to finish.
- Deep-DiveEncyclopedic: 10-yr financials, ROIC, valuation math.
- Charts & PDFKey visuals, plus a print-ready export.
All lenses are generated from the same underlying research — switch freely.
How to use it, step by step
Start a Deep Dive
On the home page, click the + tile (or "New Deep Dive"), type a ticker like AAPL or COST, and hit Analyze.
Let it run — keep browsing
Research takes ~25–35 minutes. A progress indicator shows the phase; you'll get a notification when it finishes. You don't need to wait on the page.
Open the stock
Click any ticker in the Current Deep Dives grid to land on its Stock IQ one-pager — the fast verdict and headline numbers.
Pick your reading lens
Use "Go deeper — full reports" to switch between Plain-English, Decision Brief, Newspaper, Full Report, Investor Debate, Charts, or the encyclopedic Deep-Dive.
Rank, value & compare
Once you have a few stocks, use Rankings, the Valuation Matrix, and YTD Return Analysis — or run a Deep Dive Showdown to pit stocks against each other.
Revisit anytime
Every analysis is saved permanently. Come back later to any stock or report format — nothing needs to be re-run.
The investor council
Seven legendary investors — each modeled on their real-world philosophy — evaluate every stock and vote independently. Their disagreements are the point: a multi-lens verdict is harder to fool than any single view.
Good to know
How long it takes
A full Deep Dive runs ~25–35 minutes; a Deep Dive Showdown is faster (~8–12 minutes). You can leave the page and get notified.
Where numbers come from
Financial statements come from SEC filings; transcripts from public earnings calls. The AI is given the data — it doesn't fabricate figures.
Not financial advice
The investor personas are simulated analytical frameworks, not real people's views. Stances are AI-generated opinions — always do your own research.