Value investing · research desk

Read a stock like a business owner, not a ticker.

Live data from Interactive Brokers and Finviz, run through a Warren Buffett quality & value scorecard, then an AI analyst writes the honest verdict — bull case, bear case, and what would change its mind. Every run is archived below.

The workflow

From ticker to verdict

Each report is produced by the same six-step pipeline. The data and scoring are deterministic; the judgment is written by Claude, grounded strictly in the fetched numbers.

data sources Ticker IBKR Finviz Scorecard Narrative Report
1

Input a ticker

A single symbol — e.g. AAPL, MU, KO — is all that's needed.

2

Fetch the data

Two local command-line tools pull price history from Interactive Brokers and a fundamentals snapshot from Finviz.

3

Normalize & score

Raw figures are typed and run through a config-driven Buffett scorecard — 12 criteria, each pass / warn / fail, weighted into an overall verdict.

4

Sentiment read

A separate panel captures what the Street thinks: analyst target & recommendation, institutional/insider ownership, short interest.

5

AI analyst narrative

Claude writes the full read — valuation, bull & bear, best-case & black-swan scenarios, near-term catalysts, investor views & credit ratings, plus a swing-trade and a long-term stance — grounded only in the fetched numbers.

6

Archive the report

Everything is assembled into a self-contained HTML report and published to the history below.

The data

Two sources, two jobs

Interactive Brokers supplies the price picture; Finviz supplies the fundamentals. Both are reached through small, read-only local tools — not hosted APIs.

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Interactive Brokers

Price & market data

Reached via local read-only CLI → IB Gateway :4002

Price history · 1Y 52-week range Moving averages Trend Quotes Contracts Options chain

Nothing leaves the machine · quotes delayed on the paper account

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Finviz

Fundamentals snapshot

Reached via scraped quote page, cached 1h quote.ashx

Valuation Quality & returns Balance sheet Growth Ownership Analyst target Dividend

~70-metric snapshot · one point in time (trends come from IBKR)

Mixed / derived — the analysis layer combines both sources: implied upside blends Finviz's analyst target with IBKR's live price, the Buffett scorecard scores Finviz metrics against thresholds, and the AI narrative reasons over the IBKR price picture and Finviz fundamentals together.
The lens

The Buffett scorecard

Twelve criteria split business quality from price. Each is scored pass / warn / fail against configurable thresholds and weighted into a 0–100 score and verdict band. The point isn't the number — it's separating "is this a wonderful business?" from "is it cheap?".

Return on equity≥ 15%
Return on invested capital≥ 12%
Gross margin (moat)≥ 40%
Net profit margin≥ 10%
Debt / equity< 0.5
Current ratio≥ 1.5
EPS growth, past & next 5Y≥ 10% / 8%
P/E discipline< 18
Price / book< 3
Price / free cash flow< 20
PEG< 1.2
quality  ·  valuation  —   A high score on a cyclical business often just means peak-cycle earnings. The AI narrative is where that judgment gets applied.
The archive

Report history

Every analysis run, newest first. Click any card to open the full self-contained report.