The best advisors can show why they were right.
Finquill turns each position you hold for a client into a falsifiable thesis — researched with citations, stress-tested by adversarial agents, monitored against the conditions that would change your mind, and graded when it resolves. Days of research in minutes, and a defensible record of the reasoning behind it.
NVDA: data-center capex sustainable through FY27
Decomposed into claims a client conversation can actually settle. Every figure is read out of a filing or transcript at generation time — a number the tools can't retrieve is refused, never estimated.
Every morning, your inbox fills with the same thing it did yesterday: newsletters, firm research, sell-side notes, earnings transcripts, macro commentary. The information never stops — but your time to process it does.
Finquill was built for exactly this problem. Its AI research platform doesn't just surface information — it reads it for you. Feed it your newsletters, research reports, and media, and Finquill synthesizes it all within the context of your specific investment framework. The result is the right insight, at the right moment, woven into the way you already work.
Stop drowning in information. Start compounding it.
The hours your week swallows.
Given back to you.
Three things every advisor does every week. Finquill drafts, you sign off — every output passes through a human-in-the-loop approval gate before it reaches a client.
Your clients don't care that semiconductors aren't your specialty.
When a client asks about Taiwan exposure, hydrogen fuel ETFs, photonics, or what the Big Beautiful Bill means for their muni allocation, you have hours — not weeks. Finquill turns any topic outside your domain expertise into a cited briefing you can defend.
TSMC's top 5 customers concentrate ~62% of revenue (AAPL, NVDA, AMD, QCOM, MRVL). A Taiwan-strait disruption flows through to US fabs and equipment makers in three layers:
- Direct beneficiaries: GFS, INTC, MU — domestic capacity in qualification
- Cap-ex equipment: AMAT, LRCX, KLAC — multi-quarter order books already extended
- Power & cooling infra: VRT, ETN, QTS — second-derivative play often missed
- Most mispriced: small-cap photolithography parts suppliers (4 names attached)
Powered by SEC EDGAR, congressional + lobbying + insider filings, earnings transcripts, real-time news, and your own uploaded research — all routed through 10 specialized agents and reviewed by you before anything reaches a client.
Your subscriptions,
supercharged.
Drop a Barron's article, a Morningstar PDF, or your firm's internal memo into Finquill and ask your question. The agent reads it, cross-references your watchlist, and writes the update with inline quotes back to the source.
The premium research you already pay for becomes agent-readable context for every query — no copy-paste, no losing the citation trail.
Based on the Barron's piece, your XOM thesis still holds, but the capex glide path is the variable to watch — the article specifically calls out:
“...integrated majors with disciplined capex profiles will outperform pure-play E&Ps by an estimated 200–300 bps over the 2026–2028 cycle.”
Thesis status: intact. Tripwire armed — flags for review if Q1 capex guidance moves below the level this thesis assumed.
Think like Buffett. Or Dalio. Or Munger.
Finquill started as a prompt library — years of engineered frameworks that let you run any question through the minds of the investors you learn from. Switch lenses by tag, or stack multiple frameworks on one query.
Screen the way Berkshire does — moat strength, owner earnings, returns on tangible capital.
Look past the consensus. What does everyone already know, and where is the non-obvious read?
Pressure-test portfolios against growth, inflation, and deflation regimes.
Simple story, growing earnings, boring industry — the ten-bagger pattern, systematized.
Defensive-investor criteria with today's data — quantitative, uncompromising.
Short-setup discipline: where is sentiment wrong and what's the catalyst to close the gap?
Build your own. Advisors bring their own investment philosophies too — codify your firm's process as a reusable prompt once, then apply it to every new name.
Your context, routed to the right model.
Finquill enriches every query with your watchlist, economic calendar, and media feed — then picks the frontier model whose strengths fit the question. Different questions want different models.
Cross-portfolio implications of today's CPI print — reasoned through each of your 14 names with their individual rate-sensitivity.
Side-by-side comparison of the last four filings for three new names you added — all in a single context window, nothing summarized away.
Live sentiment pulse on the meme-adjacent names in your watchlist, with retail positioning and X chatter refreshed in real time.
Override the routing any time — pin the model you want, or swap mid-conversation if a query needs something different.
You decide which model touches your firm's work.
Open-source for full data sovereignty. Frontier closed-source for max capability. Diffusion models when you want ten draft theses to compare in seconds. Your call, query by query.
Every major frontier model. Open and closed source.
Pin a specific model for compliance-sensitive workflows. Default to the strongest available frontier for everything else. Switch mid-conversation if a query needs more horsepower.
Answers at the speed of thought.
We route to optimized inference compute (including Groq for ultra-low-latency models) so iterative research doesn't turn into a coffee break between every question. The faster the loop, the more questions you ask.
Built for fiduciary workflows.
From the first commit.
Your data stays yours
Never used to train models. Isolated tenancy. Full export or deletion on request, no questions asked.
Citations on every claim
Every output is sourced. Every quote links back to the underlying filing, transcript, or document.
You approve before clients see it
Human-in-the-loop approval gates on every consequential workflow output. No surprise content reaches a client.
On the record, by design
Research, watchlists, and theses can be shared as permalinks. The firm grades its own calls in public — the Board, the Daily Tape, and a hash-committed audit rail you can recompute yourself.
Your second brain for investment knowledge.
Create your free account and start generating cited research, running portfolio reviews, and building an investment knowledge base that compounds over time.
Free tier available · Your data never trains a model
The questions advisors ask before they sign up.
Finquill is the investment reasoning engine — it turns what you believe into something testable, and keeps the record.
DISCLOSURE: Finquill is not a registered investment adviser. Outputs are research and informational tools only and do not constitute investment advice. Worked examples shown on this page are illustrative.