Everything Valarn can do
From configurable AI research teams to adversarial debate to daily market briefs — explore the complete feature set.
Three depths of research
Choose how deep to go
Every report type uses the same AI pipeline — more depth means more analysts, more debate rounds, and more structured output sections.
Basic
~30–60 sec · 2 agents
Fast single-stock snapshot. Market and News analysts run in parallel — no debate, no deep synthesis. Ideal for quick screening.
- Market Analyst + News Analyst
- Price action & recent headlines
- Basic risk summary
- Basic research view
Standard
~2–3 min · Up to 10 agents
Balanced AI research with full specialist coverage for your plan, plus a one-round Bull vs Bear debate and a structured research thesis.
- Up to 6 specialist analysts (Starter)
- Bull vs Bear debate — 1 round
- Risk Manager review
- Stock Reviewer final synthesis
- Full research thesis with conviction score
Deep Debate
~4–6 min · Up to 25 agents
Full adversarial multi-round debate with every analyst available on your plan. The most thorough research output Valarn produces.
- All specialists for your tier (up to 21)
- 1–3 configurable debate rounds
- AI Conviction Score + agent agreement %
- Scenario analysis (bear/base/bull prices)
- Red Flag, Capital Allocation & Quality Moat (Pro Plus)
The Research Team
25 AI agents across all plans
Each plan unlocks more specialists. Every Standard+ report also includes the full Bull/Bear Debate team — 4 additional agents that argue both sides and synthesise a final thesis.
Free
2 core specialists
Starter
6 specialists + debate team
Pro
12 specialists + debate team
Pro Plus
21 specialists + debate team
Core Analysts
Market + News on Free · all six active on Starter+
Market Analyst
FreePrice action & technical analysis
Reads price structure, volume patterns, and technical indicators to identify momentum shifts, trend direction, and key entry or exit levels.
- Candlestick & OHLCV data analysis
- Simple & Exponential Moving Averages
- RSI, MACD, and Bollinger Band interpretation
- Volume-weighted price analysis
- Support, resistance, and breakout detection
- Trend strength and reversal signals
- Beta, volatility, drawdown & relative strength vs S&P 500
News Analyst
FreeHeadlines, events & macro context
Scans breaking news, press releases, and macro developments to identify catalysts that could move the stock in the near term.
- Real-time news headline scanning
- Earnings announcements and guidance
- Analyst upgrades and downgrades
- M&A, partnerships, and product launches
- Macro events: Fed, inflation, employment
- Regulatory and legal developments
Fundamentals Analyst
Starter+Intrinsic value & financial health
Digs into financial statements, earnings history, and valuation metrics to determine whether a stock is priced fairly relative to its business quality.
- SEC 10-K and 10-Q filing analysis
- Revenue growth and profit margin trends
- P/E, P/S, and EV/EBITDA ratio assessment
- Debt-to-equity and interest coverage
- Free cash flow and working capital
- Forward guidance and analyst consensus
Sentiment Analyst
Starter+Crowd psychology & market positioning
Reads the crowd — tracking options market positioning to detect divergences between retail and institutional conviction.
- Options flow put/call ratio interpretation
- Short interest and days-to-cover metric
- Dark pool and block trade signals
- Retail vs. institutional divergence
- Fear & Greed index context
- Market regime positioning
Sector Analyst
Starter+Competitive position & peer valuation
Benchmarks the company against its peer group, assessing where it sits in the competitive landscape and whether the market prices it at a premium or discount to sector peers.
- Competitive position ranking (leader/challenger/laggard)
- Peer P/E, P/S, and EV/EBITDA comparison
- Sector tailwind and headwind assessment
- Market share trajectory analysis
- Key risks vs. sector opportunities
- Data sourced from yfinance peer universe
Catalyst Analyst
Starter+Upcoming events & earnings preview
Identifies near-term events that could materially move the stock within 30–90 days, producing a full earnings preview when the next report is within 30 days.
- Earnings date tracking & beat probability
- Historical EPS beat rate analysis
- Implied price reaction range
- Product launch & regulatory calendar
- Macro event impact assessment
- Options flow confirmation signals
Pro AnalystsPro+
Adds institutional-grade data: insider activity, macro context, analyst consensus, thesis stress testing, and more
Insider Analyst
SEC Form 4 filings & institutional flow
Monitors Form 4 filings from EDGAR to detect meaningful shifts in insider conviction — distinguishing pre-planned 10b5-1 sales from genuine open-market purchases.
Thesis Stress Tester
Devil's advocate stress test
Takes the opposite view of the bull thesis and builds the strongest possible case for why it will fail — probing assumptions, valuations, and macro risks.
Event Timeline
Upcoming catalysts & key dates
Compiles a near-term event calendar: next earnings date, options expiry, product launches, and macro catalysts — ranked by potential price impact.
Macro Analysis
Fed, rates, GDP & global context
Reads FRED indicators — Fed rate, CPI, GDP, VIX, unemployment, and yield curve — to assess the macro tailwind or headwind behind the individual thesis.
Analyst Consensus
Wall Street ratings & price targets
Aggregates sell-side consensus: buy/sell/hold ratings distribution, mean and range of analyst price targets, and the gap between consensus and current price.
Short Interest
Short squeeze & borrow cost signals
Analyses short float percentage, days-to-cover, and borrow cost to identify potential squeeze setups or crowded short positions that could catalyse a reversal.
Pro Plus AnalystsPro Plus+
Elite coverage: earnings deep-dives, valuation models, capital allocation grading, quality & moat assessment, and more
Earnings & Guidance
EPS quality, beat/miss trends & margin
Deep-dives into earnings quality: beat rate, guidance tone, margin trajectory, and whether reported earnings are backed by genuine free cash flow growth.
Valuation Analysis
Bear / base / bull price scenarios
Builds three price scenarios (bear, base, bull) using DCF assumptions and relative multiples vs peers — producing a structured view on upside/downside asymmetry.
Peer Comparison
Relative value vs the sector universe
Ranks the stock across its full peer universe on revenue growth, margin, return on equity, and valuation multiples — identifying whether the premium or discount is deserved.
Sector Rotation
Sector momentum & ETF flow signals
Monitors sector ETF relative performance and fund flows to determine whether capital is rotating into or out of this company's sector — a critical macro positioning input.
Options Flow
Unusual activity & institutional positioning
Reads unusual options activity — large sweeps, deep in/out-of-the-money bets, and open interest builds — to surface what well-capitalised players may be expecting.
SEC Filings
10-K / 10-Q risk factors & language
Reads the risk factors section, MD&A, and footnotes of recent 10-K and 10-Q filings for red flags, tone changes, or forward-looking language shifts.
Red Flag Analyst
Going-concern, debt stress & fraud signals
Synthesises SEC red flags, insider sell clusters, debt covenant stress, and going-concern language to surface existential or near-term financial risks.
Capital Allocation
Buybacks, dividends & dilution grade
Grades management's capital return track record: FCF yield vs buyback activity, dividend coverage ratio, dilution risk, and debt reduction trajectory.
Quality & Moat
ROIC, margin durability & pricing power
Assesses business quality: ROIC relative to WACC, gross margin durability over 5 years, revenue quality, and pricing power signals — the building blocks of a durable moat.
Bull / Bear Debate TeamStarter+ · Standard & Deep Debate reports
4 agents that run after all specialists — they argue both sides and synthesise a final thesis
Bull Case Researcher
Builds the strongest case for upside
Reads all analyst memos and constructs the most compelling long case — identifying growth catalysts, competitive moats, underappreciated tailwinds, and asymmetric upside scenarios.
- Revenue growth catalyst identification
- Competitive moat & durable advantage analysis
- Positive sector tailwind mapping
- Earnings momentum & beat probability
- Valuation upside scenario modelling
- 1–3 round adversarial debate with Bear
Bear Case Researcher
Challenges every assumption, finds downside
Stress-tests the bull case — probing valuation stretch, execution risk, competitive threats, and macro headwinds that could materially impair or break the investment thesis.
- Valuation stretch & multiple compression risk
- Macro & regulatory headwind analysis
- Competitive threat & disruptor identification
- Balance sheet vulnerability detection
- Earnings miss & guidance risk assessment
- Full adversarial debate transcript
Risk Manager
Identifies thesis-breaking risks
Reviews both debate sides and surfaces the most credible scenarios that could break the bull thesis — acting as devil's advocate to expose hidden vulnerabilities before you act.
- Downside scenario modelling
- Weak assumption & logic gap detection
- Volatility & liquidity risk assessment
- Event & tail risk mapping
- Position sizing implications
- Thesis stress-test output
Stock Reviewer
Synthesises all research into a final thesis
Reads the complete debate thread, all analyst memos, and the risk assessment — then applies your configured risk profile and decision style to produce a unified thesis with a conviction score.
- Full debate thread synthesis
- Conviction scoring (0–100%)
- Risk-adjusted recommendation
- Bull vs. bear weight assessment
- Decision style application (consensus / contrarian / momentum)
- Complete reasoning chain exported
AI Research
Build & configure your AI research team
The Research Pipeline page gives you granular control over your entire AI research pipeline. Save multiple named team configurations, assign different AI models to different roles, customise every agent's reasoning instructions, control the debate depth, and tune how the final signal is reached — all from a visual interface, no code required.
Research Pipeline Architecture
AI Research Agents
Up to 21 specialist analysts run in parallel — drawing from curated live data sources to produce independent research memos. Which analysts run depends on your plan and report type.
Adversarial Debate
Two AI advocates — Bull and Bear — read all analyst memos and argue opposite sides across 1–3 configurable rounds. Included in Standard and Deep Debate report types.
Final Synthesis
The Stock Reviewer reads the full debate thread, applies your risk profile and decision style, and outputs a structured research thesis with a conviction score and complete reasoning.
Configuration & Customisation
Every knob, every dial
Unlimited Team Configurations
Save multiple named team setups. The Baseline Free Configuration is always preserved as a read-only reference — create unlimited custom copies and tune each independently.
- Baseline always preserved, never editable
- Unlimited custom team configs
- Name and describe each team
- Select which team runs each analysis
Per-Agent AI Model Selection
Every agent in your team runs on the model you choose — independently. Mix GPT-4o, Claude, Gemini, and others across different roles for maximum coverage.
- 6 providers supported
- Analysts, debaters & reviewer all configurable
- Mix providers freely across agents
- AI model costs included in your plan
Custom System Prompts
Override any analyst's full instructions, or use additive mode to append without replacing Valarn's optimised defaults. Control exactly how each agent reasons.
- Full system prompt override per agent
- Additive mode: extend, don't replace
- Applies to all agents including debaters
- Blank = Valarn optimised default
Debate Customisation
1–3 rounds of depth, three debate styles (Aggressive / Balanced / Conservative), and separate AI model selection for the bull and bear advocates with custom prompts per side.
- 1–3 configurable rounds
- Aggressive · Balanced · Conservative styles
- Independent AI model per debater
- Custom bull & bear advocate prompts
Portfolio Manager Settings
Tune the final decision-maker to your investment philosophy. Risk weighting controls how ambiguity is resolved; decision style shapes which research factors carry the most weight.
- Conservative · Balanced · Aggressive risk
- Consensus · Contrarian · Momentum styles
- Fundamental-first mode for value investors
- Custom manager system prompt
Data Source Control
Enable or disable individual data feeds per analyst. 14 live sources across five categories today — with sentiment, earnings transcripts, and alternative data on the roadmap.
- 14 live sources + more coming soon
- Toggle per analyst, not globally
- Active vs coming-soon status shown
- Alternative & supply chain data coming
Interface
Everything visible, nothing hidden
Pipeline Overview
A visual overview shows the current state of your team — all agents, debate config, and manager — at a glance. Click any stage to configure it inline.
Per-Analyst Tabs
Each analyst has its own tab: enable/disable, pick provider and model, override the system prompt, add instructions, and toggle data sources independently.
Debate Tab
Set rounds, style, and assign separate AI models with custom prompts to the Bull and Bear advocates — all from one screen.
Access Matrix
A plan-vs-agent grid shows exactly which analysts are available on Free, Starter, Pro, and Pro Plus — so you always know what you're getting.
Research Data
22 data sources. 15 live today.
Each analyst draws from a curated set of data feeds. Enable exactly what's relevant to your strategy — with live status on every source.
Market Data
Price & OHLCV
Historical price, volume, and candlestick data
Technical Indicators
RSI, MACD, Bollinger Bands, Moving Averages
Options Flow
Put/call ratio and unusual options activity
Dark Pool Prints
Off-exchange block trade signals
Short Interest
Short float %, days to cover, borrow rate
Fundamentals
Financial Statements
Income statement, balance sheet, cash flow
SEC Filings
10-K, 10-Q, 8-K from EDGAR
Earnings Data
EPS estimates, guidance, surprise history
Analyst Ratings
Price targets, buy/sell/hold consensus
Insider Transactions
SEC EDGAR Form 4 filings — insider purchases & sales
Peer Comp Multiples
P/E, P/S, EV/EBITDA vs peer universe via yfinance
Earnings Calendar
Next earnings date, consensus EPS, historical beat rate
Earnings Transcripts
Full earnings call transcript NLP
News & Events
News Feeds
Real-time headlines and summaries
Press Releases
Company announcements and IR communications
Macro Events
Fed, CPI, jobs reports, rate decisions
Events & Catalysts
Upcoming conferences, product launches, FDA decisions
Sentiment
Reddit Sentiment
r/stocks, r/wallstreetbets tone analysis
StockTwits Sentiment
Retail trader sentiment stream and bull/bear ratio
Google Trends
Search interest spikes as retail attention signal
Macro & Economic
FRED Macro Indicators
Fed rate, CPI, GDP growth, unemployment, 10-yr yield, VIX
Yield Curve & Rates
2Y/5Y/10Y/30Y Treasury yields and spread analysis
Platform Capabilities
The full analysis engine
Bull vs Bear Debate
Two AI advocates argue opposite sides of the research. Bull builds the case; Bear challenges every assumption. Standard reports include 1 round — Pro deep debates unlock up to 3 configurable rounds.
- 1 round in Standard reports (Starter+)
- Up to 3 rounds in Deep Debate (Pro+)
- Full transcript in every report
- Each side cites analyst findings
Daily Market Brief
A fresh market overview every morning before the open: sector momentum, earnings calendar, macro events, and IPO watch — all automatically generated from live data. No report credits needed.
- Auto-generated before market open
- Sector ETF momentum across 11 sectors
- Earnings calendar & upcoming catalysts
- Available from Starter+
AI Audio Reports
Every research report can be converted to a narrated AI audio brief — ideal for reviewing research hands-free. Choose a 2-minute Quick Scan or a full 15-minute deep-dive read-through.
- AI-narrated research briefs
- Quick Scan or Full Report format
- Streamed on any device via /listen
- Available from Starter+
Backtest Mode
Run any analysis as if today were a past date. The AI will only use data available on or before your selected date — letting you study whether Valarn would have identified a major move.
- Any historical date
- Data cutoff strictly enforced
- Compare to live run on same date
- Great for research validation
Scheduled Analysis
Set Valarn to run automatically on a schedule — daily before market open, weekly after close, or any custom cadence. You'll receive updated research reports without lifting a finger.
- Daily, weekly, or custom schedule
- Automatic watchlist coverage
- Email notification on complete
- Pause or adjust anytime
Ensemble Runs
Run the full analysis 2 or 3 times and merge results by majority vote. Ensemble averaging reduces the natural randomness in LLM outputs and gives you a more stable, higher-confidence research output.
- 1×, 2×, or 3× ensemble
- Majority vote recommendation
- Reduces output variance
- Multiplies credit usage proportionally
Performance Tracking
Every recommendation Valarn generates is timestamped and stored. Track how each research output would have played out, compare runs across dates, and identify which analysts contributed most to accurate findings.
- Full research history with dates
- Side-by-side run comparison
- Symbol-level trend view
- Export to CSV for external analysis
Checkpoint & Resume
For large watchlists (10+ symbols), enable checkpointing so a crashed or interrupted run picks up exactly where it left off — no duplicate analysis, no wasted credits.
- Per-symbol progress saved
- Auto-resume after failure
- Recommended for 10+ symbols
- Zero duplicate credit usage
Persona Lens
Re-frame the final thesis through a legendary investor's lens — Buffett-style quality & moat, Lynch-style growth, or Graham-style margin of safety. A perspective overlay for learning, never personalized advice.
- Buffett, Lynch & Graham framings
- Applied to the final synthesis
- Educational perspective, not advice
- One-click toggle on any report
Investor Cheat Sheet
A plain-English summary at the top of every report — what the analysis found, why it matters, and what to watch next — so you get the gist in 30 seconds before diving into the detail.
- Beginner-friendly TL;DR
- What it found and why it matters
- Key risks & catalysts to watch
- On every research report
Thesis Tracking
See how a stock's thesis evolves across runs. Valarn highlights what changed since your last report — new catalysts, rating shifts, and emerging risks — so you can follow a living thesis over time.
- "What changed" since the last run
- Rating & conviction shifts
- New catalysts and risks surfaced
- Per-symbol thesis timeline
Seven Languages
Use Valarn in your language. The platform, research reports, and legal pages are available in English, Spanish, French, German, Portuguese, Japanese, and Simplified Chinese.
- English, Español, Français, Deutsch
- Português, 日本語, 简体中文
- Localized reports & legal pages
- Switch language anytime
Powered by the best AI models
Valarn is model-agnostic and routes analysis through best-in-class providers — OpenAI, Anthropic, Google, DeepSeek, Grok, and local Ollama (Enterprise). AI model costs are included in your plan. Assign different providers to different roles in the same pipeline.
OpenAI
GPT-4o · o4-mini · o3-mini · GPT-4o-mini
Anthropic
Claude Opus 4.7 · Sonnet 4.6 · Haiku 4.5
Gemini 2.0 Flash · Gemini 1.5 Pro
DeepSeek
Reasoner · Chat
Grok / xAI
Grok 3 · Grok 3 Mini · Grok 2
Ollama (Local)
llama3.1 · phi3 · any local model
Enterprise onlyReady to build your team?
Free plan includes 1 research report per month. No credit card required. Your team is configured and ready in under two minutes.