Taufolioτaufolio
Equity research and portfolio monitoring

Pick a company. See what real research takes.

A full study from its filings and earnings calls, every claim linked to where it came from. Then we email you a recap after each earnings call, and a monthly check-in.

Free account · first report included · no card

Or just scroll — here’s what you get

AAPL+1.24%NVDA+3.08%MSFT−0.41%GOOGL+0.62%TSLA−2.18%META+1.91%AMZN+0.84%AMD+2.76%NFLX−0.32%ASML+1.12%JPM−0.55%BRK.B+0.29%AAPL+1.24%NVDA+3.08%MSFT−0.41%GOOGL+0.62%TSLA−2.18%META+1.91%AMZN+0.84%AMD+2.76%NFLX−0.32%ASML+1.12%JPM−0.55%BRK.B+0.29%

01 · What you get after the analysis

We turn complex analysis into a report you can actually read.

You don’t get a loose list of observations. You get a report that walks through the company in a logical order: first the business picture, then the evidence and tensions, and finally the questions worth returning to.

Real excerpt — NVDA · Deep earnings analysis
“Gross margin rose to 74.9% from 60.5% a year ago… In plain English, the year-over-year margin jump looks stronger because last year’s comparison was unusually weak.”
Accounting-quality check · MD&A, 10-Q
Read a finished NVDA study →

Three models draft it independently. A judge keeps only the claims it can anchor to a source page.

ClaudeGeminiGPTJudgeCited report
Read your first report free

No card needed.

01 → 02

Good research goes stale quickly if nobody keeps it current.

The study you read in March doesn’t know what management said in June.

Earnings landTone shiftsCompetitors move

02 · We keep watching

We watch your companies. You sleep easy.

Critical eventsLitigationExpiring patentsShifts in the key numbersManagement toneHow the answers change

What’s an earnings call?

Four times a year, the leaders of most listed companies present results and take live questions from analysts — that’s the earnings call.

The numbers are in the press release; the story is in how the answers change.

Earnings-call monitoring — a recap within a day of each call

Taufolio Research18h after the call

NVDA earnings recap — tone shifted: measured

Last quarter
This quarter

“Demand is broad-based.”

“We see pockets of softness.”

“Very confident in the ramp.”

“Watching the ramp closely.”

Tone vs last 3 quarters: confident → measured

Management rarely says things got worse. The wording softens first.

See a sample recap →

News, catalysts, risks — summarized and sent to you

Inbox · Taufolio Research3 unread
  • MSFT reports ThursdayRecap lands within a day of the callMon
  • Monthly review — 12 companies3 need attention this monthJun 1
  • ASML headline checkedNo change to the storyMay 28

Everything arrives by email. Automatically.

You don’t check Taufolio. Taufolio checks in with you — and stays quiet when nothing changed.

  1. Q1

    Earnings call read

    A recap in your inbox within a day.

  2. Q2

    Tone shift caught

    The wording on demand got softer.

  3. Q3

    New risk in the 10-K

    A new risk factor, flagged and explained.

  4. Q4

    Monthly review sent

    Your whole list in one email — even when nothing happened.

Year two → we keep reading

Read your first report free

No card needed.

Questions, answered.

What does Taufolio actually produce?
Taufolio produces a research hub around the companies you track: cited company reports, monthly portfolio reviews, post-earnings recaps, comparisons, report diffs, and follow-up chat over generated reports.
What’s inside a full report?
Business model, moat & competition, management tone, earnings-call Q&A signals, risks beyond the numbers, what changed since last quarter, and traceable evidence. Material claims link to the exact page of the filing, transcript, or annual report they came from.
How do you keep the reports accurate?
Reports are built from primary sources — SEC filings, annual reports, and earnings-call transcripts — and every material claim links back to the exact page it came from, so you can check it yourself. Independent models draft and cross-check each analysis (our Model Council), and a scoring step flags weak or unsupported points.
What exactly lands in my inbox?
Two kinds of email: a recap within a day of each earnings call for the companies you follow, and one monthly review of your whole list. No daily noise, no alerts for the sake of alerts.
How is this different from news alerts?
Alerts tell you something happened. Each Taufolio email tells you what it means, because it is grounded in a deep, source-cited report on the company — changes are measured against a baseline.
What does it cost?
A free account includes one full report — no card needed. Paid plans add more reports and more companies under watch.
What about languages other than English?
Reports are generated in English, with on-demand translation into any language.
Does Taufolio tell me what to buy?
No. Taufolio explains companies and tracks what changes, always with sources you can check. What you do with that understanding stays entirely your decision.

Taufolio Academy

Prefer to build the skill yourself? The Academy is a free 13-lesson course on reading companies.

Explore the Academy →

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Understand the company first. Then let Taufolio watch what changes.

Your first full report is free. No card, no commitment.

Read your first report freeSee a sample report

Research, not financial advice — the decision stays yours.