AI-Native Investment Research Terminal

See everything.
Check anything.

Analyze companies, your portfolio, the whole market — with an AI analyst that reads all of it and shows its work.

Every figure traces to the source behind it. Click it and see it with your own eyes.

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Massari is for
Analysts
Portfolio managers
Research teams
Hedge funds
RIAs & advisors
Family offices
Emerging managers
Independent investors
AI builders

People who think in portfolios, not signals.

What’s on it.

Fifteen ways to look, all reading off the same sources — from one company, up to the whole market, through your own portfolio, and out to whatever you build next.

Company X-Ray

Any ticker, one page: valuation, financials, profitability, risk, ownership, insiders, earnings.

Click-to-source

Click any number and see the source with your own eyes — the real filing, that exact line.

Screener & watchlists

Screen roughly 15,700 symbols across 110+ metrics, then keep the result as a live dashboard — tables, heatmaps, signal scans.

Real-time news feed

News as it lands, scored against how prices actually reacted — not how the headline sounded.

Filings

Chat with a 10-K instead of spending your afternoon reading it. Ask in plain language; the answer comes back with the passage.

Earnings & transcripts

277,000 earnings calls, segmented by speaker — follow one executive across years. Plus the calendar of what's coming.

Ownership & insider flow

Who owns a name and what insiders are doing, built from SEC documents — every figure linked.

Distribution health

Whether an income ETF's payout is sustainable, with the issuer's 19(a) notice behind the number.

Dealer gamma

A 181-symbol positioning board — gamma flip, call resistance, put support, regime condition.

Setup research

59 report types across futures and equities, each showing every past occurrence — so you can see whether the edge is real.

Country profiles

The macro backbone of a country, with linked securities that open straight into X-Ray.

Portfolio frontier

See which of your portfolios are efficient and which leave return on the table — then optimize toward the line.

Robustness testing

Before you fund it: walk it forward, run 5,000 simulations, and find out whether the answer survives out of sample.

Risk & exposure

Correlation to your benchmark, portfolio-level drawdown, holdings overlap, and what you're actually exposed to.

Bring your own AI

Connect Massari to Claude or ChatGPT. Around 30 read-only tools, every answer cited.

Anywhere else, that’s five to ten separate subscriptions taped together — and you’d still be missing pieces of it.

Having the data and trusting it are two different things.

You are about to put money behind a number you didn’t calculate. Someone else pulled it, adjusted it, and moved on. Checking it means finding the filing, finding the line, and redoing the math — which takes longer than the decision gives you. So usually you don’t. You go on faith.

Massari is built so you don’t have to. Everything a company has actually disclosed sits in one place — what it earns, who owns it, what insiders are buying, what it said in its own words — with the analysis already run on top. And every number on the screen is one click from the document it came from. Click it and see the source with your own eyes.

It goes past the numbers. A trading setup is a claim too — pull the history behind it and see whether the edge actually held, or just looked good once. So is a portfolio: stress it, run it forward, and find out whether the answer survives before you fund it.

That’s the whole idea. Nothing here asks you to take its word for it.

Until now, this came two ways.

You could buy a seat at one of the big terminals. They’re good — deep, well sourced, trusted for decades. They’re also priced for a firm buying a hundred at a time, which has quietly settled who gets to work this way.

Or you could build it yourself. A screener here, a news feed there, something for earnings, something for charts and technicals — five to ten subscriptions taped together. Cheaper. Also thinner. And not one of them will show you where the number came from.

Massari is the third way. The depth and the sourcing of the first, none of the taping of the second, and an agent on top that reads all of it and does the work with you.

Bring your own AI.

Massari plugs into Claude and ChatGPT. Ask in plain language and your assistant answers out of the filings themselves instead of whatever it half-remembers — around 30 read-only tools, and every figure it hands back arrives with the source behind it.

Massari

Strategize. Analyze. Capitalize.

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