Cutonce is a no-code investment pipeline platform that enables independent analysts and boutique RIA teams to automate institutional-depth equity research. By connecting SEC filings, earnings transcripts, insider trading signals, and custom AI data nodes, users can design their core research thesis once and run it across hundreds of stocks simultaneously to deliver ranked investment shortlists directly to Slack, Google Sheets, or their inbox.
About
Cutonce redefines equity research by eliminating the traditional compromise between broad market screening and deep-dive asset analysis. Built specifically for boutique investment analysts, portfolio managers, and independent investors, the platform removes technical infrastructure barriers by providing a completely visual, no-code data orchestration framework.Instead of dedicating weeks to manual text parsing and document lookup, users can seamlessly link custom data filters, scoring weights, and specialized AI nodes to encode their precise proprietary investment parameters. Core Platform Capabilities & Integrations:Direct ingestion of SEC EDGAR filings and automated 10-K financial health tracking.Advanced text-parsing of earnings call transcripts to evaluate executive sentiment and communication quality.Tracking of insider trading metrics via Form 4 filings, alongside analyst consensus and fundamental financial ratios.Inclusion of macroeconomic inputs like FRED data streams and technical market indicators.The platform processes your chosen equity universe concurrently in a single automated pass. Each execution evaluates data strings to deliver a meticulously scored and ranked shortlist of investment opportunities directly to your team workflows via Google Sheets, Slack alerts, or email. Cutonce delivers institutional-grade coverage without the associated engineering overhead or database maintenance.
What we do
Industries
AI (Artificial Intelligence)Financial Services
Where we are
Tel Aviv District, IL