Replace your $28k Bloomberg seat
with a $299/mo AI analyst.
Filings, market data, and cited research in one chat — backed by SEC EDGAR, Polygon, FRED, and your own Plaid-connected accounts. No price targets. Every answer cites its source.
No credit card required. Cancel anytime.
The 60-second proof
Paste a 10-K link → streamed, cited memo.
> sec_edgar.aapl.10-k.2024 retrieve → 10-K filed 2024-11-01 ✓ extract → segment mix, FCF margin, leverage ✓ compare → peer comps (MSFT, GOOGL, META) ✓ verify → citations cross-check against filing ✓ Apple FY2024 — 60-second memo [cited] • Revenue $391.0B (+2.0% YoY) [10-K p. F-4] • FCF mgn 26.1% (vs 3-yr avg 25.7%) [10-K p. F-5] • Services $96.2B (+12.9%; margin 74%) [10-K p. 28] • Leverage Net cash $52.9B [10-K p. F-3] Peer comps (FCF margin): AAPL 26.1% MSFT 31.2% GOOGL 21.9% META 32.3% What's material: — Services margin expansion continuing; diverging from hardware. — Greater China revenue down 8% YoY (materiality risk). — Buyback pace $110B authorization; $29B spent in Q4. Disclosures: not investment advice. Citations hyperlinked.
What it actually does
60-second 10-K memo
Paste a filing URL. We retrieve the 10-K, extract material KPIs (revenue, FCF margin, leverage, segment mix), surface peer comps, and return a cited memo streaming in under a minute.
Portfolio drift + rebalance
Connect Plaid + Alpaca. Monte Carlo 3 alternative allocations, show tax-lot impact, and stage a one-click rebalance for approval. Every citation links to the filing or price snapshot used.
Cash-flow anomaly watch
Daily transaction classifier flags duplicate charges, subscription drift, and unusual vendor activity. Surfaces as notifications with one-click resolve.
Compliance-safe by default
No price targets. No tax advice. FINRA-aware disclosure footer on every output. Citation-required mode refuses to answer without grounding in a named filing or source.
Connected to the sources you already use
Pricing for solo analysts + small teams
Pick monthly for optionality or annual for 20% off.
- SEC EDGAR + Polygon + FRED + CoinGecko
- Plaid + Alpaca (approval-gated) in live trial
- Unlimited memos + cited chat
- 14-day free trial, no credit card
- Everything in Solo
- Shared workspace + memos + KB
- SSO (SAML) via WorkOS
- Audit log export + SOC 2 Type I report
- Priority support (Slack channel)
FAQ
Why would anyone replace Bloomberg with this?
For most working analysts outside a trading desk, a $28k/year Bloomberg seat is over-spec. If you mostly read filings, run comps, and write memos, neww.ai gives you SEC EDGAR + Polygon + a cited-answer chat for $299/mo. You keep your Bloomberg seat for the terminal-specific workflows; we replace the work you already do in PDFs and Excel.
Is my portfolio data safe?
Plaid tokens live in an envelope-encrypted vault per tenant. Nothing is shared cross-tenant. Data never leaves our US region unless you explicitly enable EU residency. SOC 2 Type I readiness report is available on request.
Will the AI give me trade ideas?
No — that's a regulated activity. The finance advisor engine ships with a hard-coded 'no price targets, no recommendations' policy and refuses those queries with an explanation. It's a research accelerator, not an advisor.
What happens if the AI is wrong?
Every factual answer must cite its filing or price source. When the verifier can't find evidence, it returns 'insufficient evidence' rather than best-guess. You can click any citation to open the underlying 10-K / filing / price snapshot.
How do I cancel?
/billing/plans → Cancel, one click. Your data stays available for export for 30 days, then purges. No 'annual-only' traps.
Ready to stop paying Bloomberg for PDFs?
14-day free trial. No credit card. Cancel in one click.
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