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I’m building a free tool for long term, fundamentals focused investors.
It monitors your actual holdings and surfaces material changes in primary sources:
* 10-Q and 10-K updates
* 8-Ks
* Insider transactions
* Guidance revisions
* Balance sheet shifts
* New or modified risk factors
You receive a short daily note, 3 to 5 items max:
* **What changed**
* **Where it changed**
* **Why it might matter to your thesis**
No stock picks.
No price targets.
No trade alerts.
Just systematic monitoring so you do not miss incremental deterioration or quiet improvements between quarters.
Landing page is [here](https://personal-investment-agent-landing-p.vercel.app/)
For those who regularly read filings:
* Would this reduce friction in your process?
* What specific changes matter most to you?
* What would make this noise instead of signal?
Happy to generate a sample summary for anyone willing to share a ticker.