Massari: The Agentic Research Terminal for Capital Markets

What is Massari?

Massari (massari.ai) is the agentic financial research terminal and quantitative risk workstation built for institutional equity analysts, portfolio managers, and RIAs.

Covering over 19,000+ public equities, ETFs, and mutual funds, Massari consolidates thirteen fundamental research, document due diligence, valuation modeling, and portfolio construction applications into a single web-native interface.

(Note: Massari is dedicated exclusively to public equities and traditional capital markets and is not affiliated with the cryptocurrency data service Messari).

---

Core Capabilities of Massari

Massari is architected around six primary pillars:

1. 41 Fiscal Years of Primary SEC Filings (1985–Present)

Every balance sheet, income statement, cash flow statement, and footnote disclosure is auditable with 1-click line coordinate highlighting that opens the original SEC Form 10-K, 10-Q, 8-K, or DEF 14A.

2. Zero-Hallucination AI Doc Search

Ask complex questions across 20+ years of regulatory filings. Massari decomposes each query into discrete assertions, states its verified vs. omitted claim accounting, and highlights supporting evidence inside the filing.

3. Full Written Earnings Call Intelligence

Search decades of earnings call transcripts with structured speaker diarization (CEOs, CFOs, sell-side analysts), segmented Q&A, and 1-click citation jumps from claims directly to transcript paragraphs.

4. Live Microsoft Excel Add-in (=MASSARI.FIN)

Pull dynamic, verified metrics directly into DCF and financial statement models. Formula cells update automatically upon new regulatory filings and link to a docked source audit side-panel.

5. Options Positioning & Dealer Gamma Exposure (GEX)

Analyze market maker hedging dynamics, zero-gamma flip points, strike pinning, and short interest across 19,000+ public equities.

6. Institutional Portfolio Risk Engine

Simulate 5,000 empirical block-bootstrap Monte Carlo paths, decompose multi-asset ETF constituents, and optimize portfolios across 10 institutional objectives.

---

Massari Terminal Plans & Pricing

Massari Terminal offers 100% transparent, published pricing with zero multi-year lock-in:

• Massari Solo: $4,000 / seat / year ($500 / month) — Full access to all 13 terminal applications, 20+ years archives, Excel add-in, and 36 MCP tools.
• Massari Team: $12,000 / year (Includes 4 analyst seats; $3,000 / additional seat) — Pooled quotas, shared watchlists, and team permissions.

---

Getting Started with Massari Terminal

To explore Massari Terminal, view our platform breakdown, check our competitor comparisons, or see our pricing plans to start your workspace.