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Stock research.
Every claim sourced.

Evidence-based equity research for retail investors. Three independent lenses — Quality, Momentum, Context — examine live data from SEC filings, the Federal Reserve, and market feeds. Every number traces to a primary source.

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Try it:
NVDA·Sample brief
Cited · 12 sources
NVIDIA Corp
$198.45 −0.56%
HOLDHIGH confidence · Unanimous

Valuation elevated (forward P/E 38.2 vs sector 24.1) offsets strong revenue growth (122% YoY per latest 10-Q). With Fed funds at 5.33% and the 10Y at 4.38%, risk-asset multiples face compression. Wait for entry below $420 or for next earnings print.

Quality: HOLD
Momentum: HOLD
Context: HOLD
Illustrative example · Informational only · Not investment advice
Connects to your brokerage:Schwab·Fidelity·Robinhood·Vanguard·Coinbase·+ 25 more

Read-only sync via Plaid + SnapTrade. We never execute trades.

Mechanism
Three independent model families

Claude, GPT, Gemini — each lens runs on a different vendor so no single blind spot becomes yours.

Evidence
Cited to primary sources

Every number traces back to its 10-Q, FRED series, or market feed. A supervisor rejects unverifiable claims.

Honesty
Misses published, same as wins

Every brief is scored at 7d / 30d / 90d / 365d. The public track record shows hits and misses both.

Most investing tools give you opinions.
ClearPath gives you evidence.

The Process

A research desk for your portfolio.

Step 01

Ingest

Pull live data from 12+ authoritative sources — SEC filings, Fed indicators, real prices. Nothing cached, nothing summarized.

Step 02

Analyze

Three investment lenses — Quality, Momentum, Context — examine the same evidence in parallel. Each lens applies its own discipline; disagreement between them is surfaced, not hidden.

Step 03

Verify

A supervisor cross-checks every claim against the source data. Unverifiable claims are flagged and stripped.

Step 04

Deliver

A clear recommendation — BUY, HOLD, or SELL — with every supporting number traceable to its source.

Data Sources

We read the filings.
We verify the numbers.

Every recommendation references primary sources. No black-box AI training data. No hedge-fund hearsay.

SEC EDGAR
10-K / 10-Q / 8-K filings
FRED
Federal Reserve Economic Data
US Treasury
Yield curves, auctions, debt
Yahoo Finance
Real-time price & fundamentals
BLS
Employment, CPI, wage data
CBO
Fiscal & deficit projections
FDIC
Banking sector health
Alpha Vantage
Technicals & earnings
World Bank
Global dev indicators
Census Bureau
Housing, consumer spending
Finnhub
Quotes, news, ESG
Morningstar
Fund & ETF fundamentals
What ClearPath is not

The honest comparison.

Single-model AI tools
  • Answers pulled from stale training data
  • Single model, confident opinion
  • No citations, no traceability
  • Overfit to bull markets
  • Can’t tell you when it doesn’t know
ClearPath
  • Live data from 12+ authoritative sources
  • Three investment lenses — Quality, Momentum, Context — cross-examine the same evidence
  • Every number traces to a primary source
  • Bias toward HOLD when evidence is ambiguous
  • Tells you exactly what it needs to be more confident

Ready for
considered decisions?

Start your free 30-day trial — full access, no credit card. Built for investors who want evidence, not vibes.

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No credit card. Cancel anytime.