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🐬 Fundamental research + portfolio management

Run your book like a hedge-fund PM.

Dolphy is a fundamental equity research and portfolio management system for self-directed investors and traders who want to run money like a hedge-fund PM. Institutional-style research and a fair value on any company, a managed book that tracks conviction and discount, a catalysts calendar, regime-based risk scoring, and a trade journal — the whole desk, working for you.

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CLSK
CleanSpark, Inc.
Undervalued
Current price $12 Fair value $13
6% discount to fair value
DCF · comps · scenarios — computed, not guessed.

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The problem

You bought the hype at the top. You sold the fear at the bottom.

Both times, you had no idea what the company was actually worth — you were reacting to the price, not the business. But a business’s real value doesn’t lurch up and down every day the way its stock price does.

🏠

When you buy a home, you check the price per square foot. You’d never pay double the going rate on a whim. Yet people buy companies — real businesses with real cash flows — without ever asking what they’re actually worth.

Buying a stock is buying a company. So the only question that matters is:

What is this company actually worth — and is today’s price fair?
How it works

From ticker to fair value in one step.

01
Enter a company
Type a ticker or name. Dolphy pulls filings, financials, transcripts and the latest news.
02
An AI analyst builds the case
The AI reads the primary sources, picks the right valuation framework, and computes the numbers with audited tools.
03
Get a fair value & verdict
A clear fair value, whether the stock is cheap or expensive (discount or premium), and the reasoning — scenarios, risks, catalysts and all.
04
Question it like a chat
Disagree with a model? Spotted missing news? Tell Dolphy and it revises the report on the spot.
The system

Everything a hedge-fund PM runs — in one place.

Research, size, manage, and review — the full PM loop. Value any company with institutional-style research, run a book that tracks conviction and discount to fair value, watch the catalysts that move your names, score your risk by market regime, and journal every trade to get sharper.

Institutional-style equity research
🔬Institutional-style equity research
Enter any ticker for a full research report — a fair value, DCF / comps / scenarios, a verdict and the reasoning, grounded in filings. Question it like a chat and it revises on the spot.
Portfolio management
🧭Portfolio management
Link your brokerage read-only and run a real book: portfolio value, CAGR vs the S&P, NAV vs any benchmark, and every holding ranked by conviction and discount to fair value.
Catalysts calendar
🗓️Catalysts calendar
Earnings, filings and events for the names you own and watch, on one calendar — so a print never blindsides you.
Risk scoring
🌡️Risk scoring
A live market-regime barometer scores the tape /16 and turns it into a position-sizing reference — lean in when the odds favour you, trim when they don’t.
Trade journal
📓Trade journal
Write an entry/exit/sizing plan for every name, then log the moments and outcomes that shaped your calls — and learn from a community doing the same.
Living watchlist
⭐Living watchlist
Every name you research tracks its live discount or premium to fair value, so Dolphy watches for your buy zone while you wait for the pitch.

Read-only brokerage linking. Dolphy never places trades or touches your money.

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What early users say

Reviewed by people who value companies for a living.

“Pretty smart — on a first look it got most of it right. Trust and data credibility are what matter most.”
Portfolio Manager & CIOHedge fund
“I took a good look at it — genuinely well done. This should really help retail investors get to what a company is actually worth.”
Founder & CIO, multi-family officeFormer Managing Director, global investment bank
“Genuinely professional — and honestly, a tool like this is really needed.”
Securities & Asset ManagementBrokerage professional
“Really nicely done — the site is great.”
Credit ExecutiveU.S. bank
“Not bad at all — it saves me a lot of time.”
Portfolio ManagerBoutique fund
“The AI tool you’ve built is genuinely professional.”
AI EngineerBig-tech · AI applications
The report

An institutional-style report — for the price of lunch.

The depth of an institutional research desk — but written for the buy-side, in your language: grounded, candid, and free of sell-side bias.

Fair value & verdictExecutive summaryInvestment thesisFinancial analysisValuation (DCF / comps / SOTP / NAV)Scenarios & sensitivityCatalystsRisksManagement & governanceEstimates & modelAnalyst consensusDisclosures

AI-generated research for your own due diligence — not investment advice.

CLSK — The report
Undervalued
$13Fair value
$12Current price
6%discount to fair value
Whose side are you on?

Institutional depth — built for the buy-side, not the sell-side.

Fewer than 1 in 20 Wall Street stock ratings says 'Sell.' Why? Most 'research' is written by the same banks that underwrite and trade the stock — ratings skew to Buy, the tone skews promotional, and the real client is the issuer, not you. Dolphy answers to one person: the investor.

Sell-side research
  • ✕Produced by banks chasing banking & trading revenue
  • ✕Overwhelmingly Buy-rated; 'Sell' is rare
  • ✕Promotional tone, optimistic targets
  • ✕Serves corporate & banking relationships
  • ✕You're not the client — institutions are
Dolphy — buy-side
  • ✓No bank, no issuer, no axe to grind
  • ✓An honest verdict: cheap, fair, or expensive
  • ✓Grounded and candid — what it's actually worth
  • ✓Reads primary filings, not management spin
  • ✓Works only for you, the investor
For option sellers

Sell premium with conviction — not hope.

Running the wheel — cash-secured puts and covered calls — starts with one number: what the underlying is actually worth. Dolphy gives you that, and tracks it live, so your strikes rest on value instead of vibes.

🎯 Anchor your strikes to value
Know the fair value and your put (SP) and call (CC) strikes stop being guesses — sell where the math is on your side.
🛡️ Assigned? No problem.
Sell puts below fair value, so if you’re put the stock, you’re buying a good company at a discount — exactly where you wanted in.
🚀 Called away? Still a win.
Sell calls above fair value, so if you’re called out, you sold it rich — a price you’d have been happy to take anyway.
⏳ Harvest theta, calmly.
When you know the value, you hold through the noise and collect time value with a steady hand.
Dolphy tells you what the business is worth; how you structure options is your call. Not investment advice.
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Pricing

Plans that scale with you.

1 credit = a full report · an update ½ · a chat revision ¼ — your credits stretch further than the report count.

Free
Free
3 credits to try
  • Standard engine (~5 min)
  • — No exports
  • 1 seat
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Starter
$49/mo
7 credits / mo · $7.0/credit
  • Standard engine (~5 min)
  • — No exports
  • 1 seat
Get started
Recommended
Pro
$99/mo
18 credits / mo · $5.5/credit
  • Standard engine (~5 min)
  • ✓ Excel & PDF exports
  • 1 seat
Get started
Team
$299/mo
55 credits / mo · $5.4/credit
  • Super engine (~2 min)
  • ✓ Excel & PDF exports
  • ✓ Priority queue
  • ✓ 3 seats
Get started

Buy credits, spend them however you research. The higher the tier, the lower the cost per credit.

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