Next-Gen Agentic Finance

Autonomous AI Stock Analysis.Deep Research Skills. Zero API Keys.

Generic LLMs output shallow summaries based on stale cutoffs. Pierce provides institutional-grade AI stock analysis directly in your browser—combining named research skills for SEC filings, financial models, screeners, and background pulses with bundled market data. No terminal. No API keys.

DCF valuationCANSLIM screeningVCP patternsComps analysisEarnings previewsSEC filingsCustom pulsesPosition sizingScenario analysisStrategy backtesting
The Problem

Generic LLMs are not built for finance.

Generic AI Chatbots (Grok, Gemini, ChatGPT)

Text predictors with stale cutoffs. They guess numbers, hallucinate earnings metrics, cannot execute complex financial models, and force you to buy & manage third-party API keys.

Traditional Data Terminals & Analysts

Data terminals cost $50–$100+/mo just for raw data APIs. Human research reports take days, cost hundreds of dollars, and miss crucial market shifts.

"Asking generic AI for stock advice gives you surface-level text that sounds confident but lacks quantitative rigor."
The Agentic Advantage

Meet Agentic Finance.

Pierce operates an autonomous agentic research loop equipped with specialized quantitative tools—with zero API key management required.

Autonomous Research Agent

Pierce plans, queries SEC EDGAR filings, calculates DCF valuations, runs CANSLIM and VCP screeners, and self-verifies every output before presenting findings.

Bundled Data ($100+/mo Savings): SEC filings, financial statements, & market data included with zero API key setup.
Autonomous Loops & Pulses: Background pulses run on schedule to alert your inbox on key market triggers.
Open Architecture Lineage: Built on battle-tested open-source financial AI architecture & massively expanded.

44 specialized research skills run under the hood to transform raw market data into actionable intelligence.

5-Step Agentic Flow

How Pierce Works

> Analyzing query...
Detected: DCF Valuation skill
Target: Apple Inc. (AAPL)
Formulating research plan...
> Research plan: DCF Valuation for AAPL
1
Parse 5-year SEC 10-K filings via EDGAR
2
Normalize unlevered free cash flow & WACC
3
Model terminal growth and margin sensitivities
Run sensitivity stress tests...
SEC EDGAR Filings (10-K)Complete
WACC & Cash Flow ModelingProcessing...
Self-Validation CheckRunning...
P

"AAPL DCF baseline yields an intrinsic value of $218.40 (vs. current price of $224.20). Sourced from FY2025 10-K Free Cash Flow of $108.8B, WACC of 8.8%, and 3.0% terminal growth."

AAPL DCF Valuation SummaryCOMPLETE
Intrinsic Value (Base)$218.40
Current Market Price$224.20
Margin of Safety-2.6% (Fair Value)
Conclusion: Wait for a wider margin of safety or run relative comps before allocating.

1. Ask a financial research question

"Run a DCF valuation for AAPL" or "Screen for CANSLIM setups in software" or "Give me an earnings preview for MSFT."

Skill-specific prompts detect your intent and route to dedicated quantitative methodologies.

2. Pierce builds a research plan

Automatically decomposes your question into structured analytical steps, identifying necessary filings, datasets, and models.

Defines required metrics: historical cash flows, capital structure, growth projections, and discount rate ranges.

3. Tools: market data, filings, and models

Queries SEC filings, pulls bundled financial market data, checks web consensus, and runs quantitative models — self-checking calculations along the way.

Uses: sec_filings, financial_search, market_data, and valuation_calc. Flags contradictory data before presentation.

4. Independent synthesis with sources

Synthesizes data into an objective, institutional research memorandum. Profile context is optional — this is independent research, not a personalized recommendation.

Every key figure links back to primary SEC filings or transparent formulas. Full audit trail included.

5. Deliverable with caveats

Provides structured valuation matrices, downside risks, and clear next steps. Often, the disciplined research conclusion is to wait for a better margin of safety.

Caveats highlight margin pressure and multiple sensitivity. Wait or re-evaluate is a valid, honest conclusion.

Unmatched Edge

Why Pierce is so powerful

Autonomous planning loops and specialized research skills deliver depth that generic chat models cannot match.

True Autonomy

Unlike prompt-chained chatbots, Pierce thinks before it acts. It plans, executes, reflects, and corrects itself.

Self-Validation Layer

Built-in verification loop where every claim is sourced from primary filings and verified datasets.

Deep Financial Methodologies

Pierce comes pre-loaded with 44 specialized research skills including DCF Valuations, CANSLIM, VCP, Comps Analysis, and rigorous Position Sizing.

Platform Capabilities

Pierce Intelligence Catalog

Pierce executes structured financial analysis protocols using dedicated, modular skills. Switch categories to explore our institutional capabilities.

Explore all skills
See It In Action

Institutional Valuation.
Transparent Methodology.

Sample every skill free. See how Pierce analyzes financial statements, builds cash flow models, and self-checks every assumption.

U

Run a DCF valuation for AAPL.

Research Complete
·4 tools executed
read_filingsfinancial_searchgenerate_technical_chartself-check
P

Methodology & Sources

SEC EDGAR FY2024–FY2025 10-K Filings • Normalized Unlevered Free Cash Flow ($108.8B) • WACC 8.8% • Terminal Growth 3.0% • 10-Year Discrete Forecast Period.

Intrinsic Value (Base)$218.40
Market Price (Reference)$224.20
Valuation StatusFair Value

Research Synthesis: Apple is trading within 3% of estimated intrinsic value. Sensitivity analysis shows intrinsic value spans $185 (conservative 9.5% WACC) to $252 (optimistic 8.0% WACC). The disciplined takeaway is to wait for a clearer margin of safety or evaluate peer valuation multiples before entering.

Run a DCF valuation for AAPL Sample every skill free • No terminal or API keys needed
Clarity & Trust

Frequently Asked Questions

Transparent by design. Direct institutional methodology. Here is exactly how Pierce orchestrates your research.

Pierce uses a transparent, usage-based point system where $10 equals 25,000 Points. When you issue a research query, Pierce calculates exact compute, context tokens, and bundled data calls, deducting points based on your plan markup. You never pay for idle time, only for the actual research you generate.

Your Edge Shouldn't Depend on Your Budget.

Institutional-grade agentic research. No terminal. No API keys.

Sample every skill free • Custom research from a credit load as low as $2.50 • No monthly plan required