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What is Investhesis?
The service provides tools to calculate intrinsic values through discounted cash flow analysis, earnings multiples, and return on invested capital frameworks. Users can adjust inputs directly and see how changes affect the overall assessment compared to current market prices. Forensic elements include automated scans that apply established accounting quality metrics across historical filings to highlight potential inconsistencies. An integrated AI component produces structured investment theses while also tracking holdings disclosed by prominent investors through regulatory filings. Additional capabilities extend to connecting the platform with external AI assistants, enabling queries about fundamentals, sector context, and portfolio notes without manual data transfer. All outputs rely on publicly available financial statements rather than proprietary forecasts.
Key features
Institutional-grade DCF, multiples and ROIC valuations
160 forensic accounting checks (Beneish, Altman)
AI-written thesis on any listed stock
Superinvestor tracking via 13F filings
Automated accounting-quality checks and valuation calculators
AI connector (MCP) for Claude, ChatGPT and Cursor
What you can use Investhesis for
Stock Valuation
Value any stock yourself using institutional-grade DCF, multiples and ROIC valuations where you control every assumption.
Forensic Analysis
Run 160 automated forensic accounting checks including Beneish M-Score and Altman Z-Score across years of filings.
Superinvestor Tracking
Track and visualize public 13F SEC filings from investors like Terry Smith and Warren Buffett with quarterly portfolio changes.
How to use Investhesis
- 1Create your free account
- 2Search for a stock ticker
- 3Adjust assumptions in the valuation models
- 4Review forensic checks and AI thesis
- 5Compare calculated value to market price
Investhesis pricing
Pricing model: Freemium. Plan details are indicative — check the site for current prices.
Free
Free
- Full Microsoft (MSFT) analysis
- Six valuation methods
- 160-point data-check scan
Pro
Popular$9.99/mo
- Founding Member rate
- Any stock global coverage
- All valuation models
Ultra
$19.99/mo
- Founding Member rate
- MCP Connector for AI integration
- All Pro features
Editor's verdict
Pros
- +Full analysis and thesis in under 3 minutes
- +User controls all assumptions with auditable formulas
- +Grounded in public SEC filings and audited data
Cons
- –Does not provide buy/sell recommendations or investment advice
- –Full access requires paid subscription after free MSFT trial
Our take: Investhesis is a solid research & data choice. It's valued for full analysis and thesis in under 3 minutes and user controls all assumptions with auditable formulas. The main trade-off is does not provide buy/sell recommendations or investment advice. A good pick if you want capable AI without a high upfront cost.
Frequently asked questions
A free account includes the full Microsoft analysis with six valuation methods and 160-point data checks; paid plans unlock any stock in global coverage.
Summary
Investhesis is a solid research & data choice. It's valued for full analysis and thesis in under 3 minutes and user controls all assumptions with auditable formulas. The main trade-off is does not provide buy/sell recommendations or investment advice. A good pick if you want capable AI without a high upfront cost.
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