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Getting Started & Best Practices

Public Research & Trial Mode

How to use Pierce's instant public chat, trial sessions, and research sharing capabilities.

Instant Financial Research Without Barriers

Pierce is designed for immediate accessibility. Whether you are conducting a quick valuation sanity check on a stock or sharing a detailed sector report with a colleague, Pierce provides seamless public research capabilities.


Trial & Public Guest Mode

1. Zero-Friction Exploration

You can experience Pierce's full analytical capabilities directly from the homepage without creating an account or logging in:

  • Instant Query Execution: Type any prompt or ticker request (e.g. "Run a DCF valuation for NVDA") into the homepage search bar to immediately spawn a research session.
  • Guest Credit Allocation: Guest sessions receive complimentary credits to test Pierce's 42 AI skills and 9 native data engines.

2. Upgrading Guest Sessions

If you decide to register or upgrade your subscription, all guest research conversations, charts, and analysis threads seamlessly transfer to your permanent user dashboard.


Sharing Research Threads

Collaborative investment research is effortless with Pierce's thread sharing:

  • Generate Shareable Links: Click the Share button on any research thread to create a secure, public URL.
  • Read-Only Inspection: Shared links allow colleagues, clients, or investment partners to inspect the full conversation, interactive charts, valuation tables, and underlying data sources.
  • Forking Threads: Anyone viewing a shared thread can click "Fork Thread" to continue the conversation in their own session, asking follow-up questions or altering valuation assumptions.

Security & Privacy Controls

  • Private by Default: All research conversations in logged-in user accounts remain strictly private to your account.
  • Revokable Links: You can revoke or deactivate public share links at any time from your thread history settings.

Pierce combines public trial accessibility with private, institutional-grade security for your ongoing research.

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