Description
Ecomerate functions as an AI research analyst specifically designed for independent investors, operating conveniently through iMessage. This tool allows users to monitor their investment portfolios, receive timely updates on company filings and earnings, and obtain detailed research notes on demand. It integrates seamlessly into the user's existing iMessage conversations, eliminating the need to download or learn a new application.
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The platform actively watches the stocks and ETFs a user follows, reading public regulatory databases for company filings (10-K, 10-Q, 8-K) and licensed third-party market-data providers for prices, fundamentals, estimates, and news. When something material changes in a user's portfolio or a stock they track, Ecomerate proactively sends a text alert, often including a chart. This ensures investors are informed the moment an event occurs, rather than having to constantly check multiple sources.
Users can ask Ecomerate a wide range of questions about stocks, such as earnings quality, valuation, or changes in filings. The AI analyst provides answers with attached evidence, citing the specific filing, section, and time, allowing users to verify the reasoning. It also remembers past theses and reasons for purchases shared by the user, providing a personalized investing memory.
Ecomerate supports US-listed stocks and ETFs, offering live quotes during market hours. Investors can set up routine requests, such as pre-market briefs or evening wraps, to receive regular updates on their holdings. For deeper analysis, Ecomerate can generate comprehensive research notes in PDF format, delivered directly in the iMessage thread, covering positions, bull and bear cases, and historical earnings performance.
While Ecomerate is a powerful research tool, it explicitly states that it does not provide financial advice. It explains data and news but does not recommend buying, selling, or holding specific investments. Access begins with a free account on the Ecomerate website, followed by texting the service on iMessage. Paid plans offer increased message allowances and start with a 7-day free trial, with brokerage account integration announced as a forthcoming feature.
- CategoryAI Trading & Investing Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsiMessage
Ecomerate's Core Features
AI research analyst via iMessage
Portfolio monitoring and alerts
Reads company filings (10-K, 10-Q, 8-K) and earnings
Texts users when material changes occur
Answers stock questions with sourced evidence
Generates detailed research notes in PDF
Supports US-listed stocks and ETFs with live quotes
Remembers user's investment theses and history
Customizable routine briefs and check-ins
No app installation required, works in iMessage
Free plan available with message allowance
7-day free trial for all paid plans
Brokerage account integration coming soon
Data sourced from public regulatory databases and licensed providers
Provides research, not financial advice
How to use Ecomerate?
Create Account: Sign up on the Ecomerate website using Google or email.
Access iMessage: Scan a QR code or tap a link to start texting Ecomerate in iMessage.
Share Holdings: Text Ecomerate your stock positions (e.g., "I own 50 NVDA at $120").
Ask Questions: Query the AI analyst about stocks, filings, or earnings.
Set Alerts & Routines: Configure alerts for price movements or request regular market briefs.
Receive Research: Get sourced answers, alerts, and PDF research notes directly in iMessage.
Ecomerate's Use Cases
- Portfolio Monitoring
- Company Research
- Investment Thesis Validation
- Market Briefings
- Historical Context
- Earnings Analysis
- Filing Change Detection
- Valuation Insights
