Move from market question to source-verified thesis faster.
Move from market question to source-verified thesis, portfolio implication, and risk view faster, without stitching together separate research, modeling, and portfolio tools.
The Problem & Painkillers
Your thesis is only as strong as the work behind it.
When market-moving news breaks or an earnings release drops, analysts lose hours reconciling segment restatements, re-bridging GAAP to non-GAAP numbers, and manually re-verifying claims across 10-Ks, audio calls, and standalone risk models.
Segment restatements and non-GAAP adjustments require manual reconciliation across past 10-K/10-Q filings.
Source-linked financial statements across decades of filings with instant segment history and footnoted restatements linked to EDGAR.
Excel model feeds break, become stale, or rely on unverified numbers copied from third-party websites.
Native =MASSARI.FIN() formulas with built-in audit panel connecting every cell to its filing source.
Single-stock investment ideas are evaluated in isolation from factor risk, ETF overlaps, and market positioning.
Integrated portfolio factor risk decomposition, complete ETF look-through, and options dealer Gamma Exposure (GEX).
Earnings night creates repetitive, late-night model maintenance and manual transcript reading.
AI earnings intelligence that surfaces key commentary deltas, tone shifts, and verbatim Q&A answers.
Investment Committee memos require manually assembling charts, tables, and citations from 4 different platforms.
One-click export of decision-ready memos where every table and figure retains its clickable audit link.
The Massari Solution
Research the company. Understand the portfolio. Test the decision.
Massari replaces the fractured multi-tool stack with one continuous thread: from raw SEC filing discovery to dynamic financial modeling, portfolio risk stress-testing, and decision-ready output.
Search primary filings, earnings, and financial data
Query decades of primary SEC filings, recast segment financials, and verbatim transcripts simultaneously in plain language.
Verify figures and claims against the original source
Click any financial line item or AI extraction to view the exact highlighted sentence in the company's official 10-K or 10-Q filing.
Screen and value investment candidates
Screen across 19,000+ symbols and 160+ metrics using natural language, with auditable peer multiples and forward consensus estimates.
Pull live data directly into Excel models
Use =MASSARI.FIN() formulas to dynamically refresh institutional models without ever breaking link integrity.
See portfolio exposure, overlap, and factor risk
Deconstruct multi-asset portfolios with complete ETF look-through, factor risk attribution, and dealer gamma exposure.
Evaluate allocation trade-offs and scenarios
Backtest factor tilts, stress-test macroeconomic shocks, and evaluate risk parity vs mean-variance allocations.
Produce decision-ready research output
Export committee-ready tear sheets and investment memos with clickable source citations attached to every single number.
For Portfolio Managers
See what changed, why it matters, and what risk it creates.
Monitor live portfolio exposures, decompose factor risk, evaluate ETF look-through holdings, and stress-test trade allocations without switching between separate research terminals and risk systems.
Workflow Transformation
Before vs. After Massari
How the day-to-day workflow fundamentally shifts when every document, model, and portfolio calculation is connected to the source.
| Workflow Area | Legacy Multi-Tool Stack | Massari Connected Workflow |
|---|---|---|
| Thesis Discovery | ✕Search PDF filings, listen to recordings, scrape web portals (4-6 hours) | ✓Instant plain-language search across decades of filings & verbatim transcripts (< 2 mins) |
| Data Auditability | ✕Trust aggregated black-box databases; manually hunt 10-K to verify numbers | ✓Every number has a clickable link that opens the highlighted SEC filing source |
| Financial Modeling | ✕Re-key numbers manually or rely on fragile clipboard copy-pasting | ✓Dynamic =MASSARI.FIN() Excel formulas backed by persistent audit trails |
| Risk & Portfolio Context | ✕Separate risk tool updated on T+1; single-stock ideas evaluated in isolation | ✓Live portfolio factor risk, ETF look-through, and GEX positioning in one workstation |
| Committee Preparation | ✕Stitch together screenshots, CSVs, and disconnected charts into slide decks | ✓Produce decision-ready memos with verified citations in minutes |
Product Proof
Engineered for Evidentiary Rigor
Every capability is built on primary financial disclosures with persistent source verification.
SEC Filings & Recast Financials
Complete historical financial statements, segment breakdowns, and footnoted disclosures linked to source EDGAR filings.
Earnings Intelligence
Interactive Q&A over conference call transcripts with speaker attribution and historical tone change tracking.
AI Document Search
Institutional AI that answers fundamental questions with numbered footnotes pointing directly to source sentences.
Natural-Language Screener
Screen across valuation multiples, growth rates, balance sheet health, and custom quantitative ratios.
Excel Integration
Institutional Excel add-in delivering live financial statements, metrics, and estimates into financial models.
Gamma Exposure & Positioning
Track options dealer positioning, gamma flip levels, and market maker liquidity walls across single stocks and indices.
Portfolio Risk & Decomposition
Stress-test allocations against macroeconomic regimes, track tracking error, and calculate multi-asset risk contributions.
MCP & Python Quant API
36 read-only MCP tools connecting Claude, ChatGPT, and Python quant scripts directly to the Massari dataset.
Decision-Ready Research Output
Generate client-ready and committee-ready memos where every chart and table retains its underlying source link.
Bring us one investment workflow.
Show us how your team currently researches a company, updates a model, or evaluates portfolio risk. We’ll show you how Massari handles it in one connected system.