Willow Research any company

It picks its own tools, works through the filings, fundamentals, prices and news, and stays on the company: both sides of the case, and the source behind every number.

Independent advisers · Finance creators · Serious individual investors

Every run reads six sources: SEC filings, fundamentals, price history, recent news, company profile and valuation. Willow keeps the company file: first pass, sourced follow-up, or nothing.

Without a sourced workflow

A general assistant answers from memory: no filing, no reporting period, no way to check the number it gave you.

With Willow

Every displayed key figure carries the source input and reporting date the validator selected, and a figure that cannot be resolved fails the brief instead of shipping.

Who this is for

Three people bring three different questions to the same workspace. All three need the evidence attached.

Independent advisers

Can I put my name on this research, and defend every figure in it? Sourced, two-sided research with the sourcing and the two-sided structure already enforced, and no recommendation anywhere in it.

Finance creators

Will this survive a public fact-check by my own audience? Cited, balanced groundwork you can build a take on, with the filing behind each figure available to anyone who asks.

Serious individual investors

What is the case against the thing I already believe? The opposing case is mandatory, not optional, so the research does not simply agree with whatever you brought to it.

Questions

Is this financial advice?

No. Every brief is educational research. We deliberately never recommend buying, selling, or holding a security. The disclaimer at the bottom of each brief is the legal anchor — it's a fixed string we don't paraphrase per page.

Why pay for this when I can use ChatGPT or Claude?

You can. A general-purpose model answers from memory and will tell you what you want to hear. Willow is a paid research seat: it pulls licensed filings, prices, and news on a company you open, stays two-sided, and never issues a verdict. The brief is a command on that seat, not the product.

Where does the data come from?

Public sources: SEC EDGAR filings (10-K, 10-Q, 8-K), earnings call transcripts, TTM fundamentals, daily price action, and recent news. Every claim in a brief links back to the source it leans on.

How accurate is the AI synthesis?

The model is instructed to ground every paragraph in the supplied sources, never to invent figures, and to publish a two-sided bull and bear view on every brief. Each output runs through a forbidden-language validator before it is saved — it cannot use directional words like buy or sell even if it tries.

Why both bull and bear on every brief?

One-sided takes are the worst kind of investing content. We require both cases on every brief, every time. If a brief cannot make a credible opposing case, that is usually a signal the situation is not as clean-cut as it appears.

Can I create an account now?

Yes. Willow is $99/month or $999/year, no trial. Sign up, pay, then open a company.