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We'll notify you the moment Stock Simplifier opens. In the meantime, here's exactly what you're getting access to and why 1,500+ investors are already calling it a game-changer.

1,500+
Investors on the waitlist
4.9/5
Average star rating
from 180+ reviews
3 min
Average time per analysis
2,000+
Stocks covered
Stock Simplifier Dashboard

Everything you need to analyze stocks like a pro.

Seven powerful features, all in one tool, built on the same framework used by the world's best investors.

Guided Analysis Wizard

Walk through every important dimension of stock analysis in a structured sequence. Business, Phase, Moat, Growth, Management, Risk, and Valuation. Nothing gets missed and your process is always repeatable.

AI-Powered Research

At every step, AI auto-populates charts, data summaries, and written analysis so you are never starting from scratch. You get the research. You make the call.

Institutional-Quality Data

Powered by Fiscal AI, the same financial data provider used by institutional investors. Every chart and metric is sourced in real time and updated the moment companies report earnings. No hallucinations, no stale data.

Powered by Fiscal AI

Phase-Aware Analysis

Stock Simplifier identifies a company's phase first, then automatically adjusts the analysis to surface the right questions, metrics, and valuation methods for that stage. Growth stocks are judged as growth stocks. Mature businesses as mature businesses.

Analysis History Tracker

Re-analyze stocks as businesses evolve. Your dashboard tracks every version of your analysis so you can see exactly how your conviction has changed over time and make better buy, add, hold, and sell decisions.

Education Built In

Every step has education woven directly into it. Click any info icon for a plain-language explanation of what you're looking at, why it matters, and a short explainer video. Learn the framework as you use it, not before.

Deep AI Analysis

Powered by the latest AI models and Fiscal AI's institutional-grade data, the deep analysis writes a complete narrative of the business: overview, customer profile, revenue breakdown, and risk factors. Available at every step of the wizard.

Pro feature

Research any stock in 3 simple steps.

No finance degree required. Just pick a stock and the wizard does the heavy lifting.

AAPL Apple Inc. MARKET CAP $3.4T REVENUE GROWTH +23.4%
1

Pick any stock

Enter a ticker symbol. Stock Simplifier instantly pulls in institutional-grade financial data for 2,000+ stocks. No manual data entry needed.

Business Moat Growth Mgmt Risk Value AI Score: 4/5 Your Score 4 out of 5
2

Build Conviction

AI researches the data, builds the charts, and does the analysis at every step across Business, Moat, Growth, Management, Risk, and Valuation. You review, score, and add your own notes.

OVERALL CONVICTION SCORE 4.1 / 5 BUY LIST High conviction WATCH LIST Keep monitoring PASS LIST Not for me
3

Save and Track

Add the stock to your Buy, Watch, or Pass dashboard. Every analysis is saved so you can monitor how the business evolves and act with confidence when the time is right.

"

"What used to take me 2 to 4 hours now takes 15 to 30 minutes."

Fatih Bekdemir
Fatih Bekdemir
Individual Investor
The Philosophy

Reading someone else's research
doesn't build your conviction.

Research is the most important work you can do as an investor. But most people take a shortcut. They read a newsletter, skim an analyst report, or follow someone they trust on social media. It feels productive. It isn't.

When you read someone else's research, you are borrowing their conviction, not building your own. You don't fully understand the business. You haven't stress-tested the thesis. You've just adopted someone else's conclusion.

Then the stock drops 20%. And you have no anchor. You never understood why you owned it in the first place. So you panic, sell at the bottom, and lock in the loss. This happens to most investors. Not because they picked wrong, but because they never truly believed.

The only conviction that holds through volatility is the kind you built yourself, by doing the work, asking the right questions, and reaching your own conclusion.

That kind of conviction lets you hold through the dip, add at the bottom, and realize the full return on a great business. It is the single biggest edge individual investors have, and almost nobody uses it.

So we studied the best investors in the world.

Not their picks. Their process. We spent years studying how the greatest investors of all time actually conduct research, then built Stock Simplifier around those exact principles.

Warren Buffett
Warren Buffett
Only buy wonderful businesses
Charlie Munger
Charlie Munger
Invert every assumption
Peter Lynch
Peter Lynch
Invest in what you understand
Chuck Akre
Chuck Akre
Reinvestment drives compounding
Seth Klarman
Seth Klarman
Always demand a margin of safety
Joel Greenblatt
Joel Greenblatt
Return on capital tells the truth
Bill Ackman
Bill Ackman
Deep research builds conviction
Tom Gardner
Tom Gardner
Patience is the edge
David Gardner
David Gardner
Back disruptors before they're obvious
Cathie Wood
Cathie Wood
Size the total addressable market
Pat Dorsey
Pat Dorsey
Name the source of the moat
Terry Smith
Terry Smith
Great businesses compound themselves

The pattern became clear.

Every great investor, regardless of their style, asks the same fundamental questions. Is this a great business? Does it have a durable moat? Is management trustworthy? Is it growing? Is the price fair? We mapped every overlapping principle into a single, structured checklist. That checklist is the foundation of every Stock Simplifier analysis.

Then we added what no checklist had ever had.

Three breakthroughs that make Stock Simplifier completely different from every other research tool.

1

Phase-aware analysis: the right framework for the right stock

Most investors apply the same checklist to every stock. That's a mistake. Different companies are in different phases of their business lifecycle, and they need to be judged differently. Stock Simplifier identifies the phase first, then automatically applies the right questions, metrics, and valuation methods. No other tool does this.

2

AI that does the research so you focus on the judgment

The framework was powerful. The barrier was time. Doing this research manually took hours. We layered AI into every step. AI gathers the data, builds the charts, and writes the analysis. You skip the grunt work and go straight to what only you can do: review, score, and decide.

3

A living research dashboard that grows with you

Every analysis you run is saved to your personal dashboard, organized by Buy, Watch, or Pass. Come back in six months and re-analyze in minutes. You will always know the thesis, when it changed, and when it broke.

The world's best investors' process, made fast enough for every investor to use themselves.
Brian Feroldi
Brian Feroldi · Founder
As seen in
As seen in CNBC, Yahoo Finance, Nasdaq, USA Today, MarketWatch, The Motley Fool, Inc., Morningstar

Hi, I'm Brian Feroldi.

When I bought my first stock, I had no idea what I was doing. I followed tips and headlines, had no framework, and couldn't explain why I owned anything. I got lucky sometimes. I lost money other times.

That changed when I started studying the world's greatest investors: Buffett, Lynch, Terry Smith. They all shared one thing: a repeatable process. They weren't guessing. They were methodically working through the same checklist every time, asking the right questions in the right order. I adopted that process and my results improved dramatically. Over 20+ years it compounded into a portfolio that has consistently outperformed the market. The more I used it, the more I thought: this shouldn't be a secret.

So I built Stock Simplifier: the same framework used by the world's best investors, turned into a guided, AI-powered tool anyone can use. The goal: help you become the kind of investor who buys with conviction and holds with confidence.

Brian Feroldi
Brian Feroldi portfolio returns vs. market benchmark
Brian's Portfolio S&P 500 Total Stock Market Index

Cumulative portfolio returns vs. benchmark, 2012–2025.

What investors are saying

The investing community is excited.

"I'm certain Stock Simplifier will change the lives of many investors."

Pieter Slegers
Pieter Slegers
Individual Investor & Compounding Quality Founder

"Brian is god-tier level at explaining complex financial concepts simply. He's also an excellent investor."

Braden Dennis
Braden Dennis
Investor & Founder of Fiscal.ai

"Stock Simplifier is such a great resource. Where was this product when I was starting out?"

Dave Ahern
Dave Ahern
Individual Investor & Investing For Beginners Podcast Host

"Stock Simplifier is a game-changer for anyone who wants to confidently analyze stocks without feeling overwhelmed."

Andrew Giancola
Andrew Giancola
Investor & Entrepreneur

"Stock Simplifier is exactly what beginner and intermediate investors need."

Shay Boloor
Shay Boloor
Investor & Podcaster

"Wow. Stock Simplifier does exactly what it says and more. This is EASILY one of the best investments you can make!"

Alex Divinsky
Alex Divinsky
Investor & YouTuber

Don't just take our word for it.

Here's what real investors are saying after using Stock Simplifier.

Common questions.

Stock Simplifier opens to the public in early May 2026. Everyone on the waitlist will receive an email the moment the doors open. You won't need to check back. We'll come to you.
Stock Simplifier is an AI-powered stock research tool that walks you through a proven, repeatable analysis process. It's built on the same fundamental investing framework used by Buffett, Lynch, and Terry Smith, and it guides you through every dimension of a stock: Business, Phase, Moat, Growth, Management, Risk, and Valuation. The average user completes a full analysis in under 3 minutes.
Waitlist members will be the first to know when we launch and first to get access. We aren't sharing pricing details yet, but we can say that joining the waitlist was the right move. Stay tuned.
No. Stock Simplifier is designed for investors at every level. The tool walks you through each step and explains what you're looking at along the way, so you learn the framework as you use it. If you already have experience, the tool will save you significant time and bring more structure and consistency to research you're already doing.
The average user completes their first full analysis in under 3 minutes. Once you're familiar with the process, you can move even faster. Experienced users tell us they can do a thorough analysis in about 15 minutes what used to take them 2 to 4 hours.
Stock Simplifier currently covers 2,000+ stocks, primarily U.S.-listed companies. International stocks have limited coverage at this time, though we are actively expanding. If a stock you want to analyze isn't available yet, let us know and we'll prioritize it.
Stock Simplifier was built by Brian Feroldi, a long-term investor and financial educator with over 15 years of experience covering stocks. Brian has written thousands of stock analyses, appeared on major financial media, and spent years distilling the frameworks of Buffett, Lynch, Munger, and Terry Smith into a process anyone can follow.
Stock Simplifier will be available in two versions: Standard and Pro.

Standard gives you the full guided analysis wizard, AI-powered research, institutional-quality data, phase-aware analysis, and your personal analysis history. Pro adds Deep AI Analysis at every step, advanced valuation tools, and priority access to new features.

We aren't publishing the final pricing here, but we can tell you this: waitlist members will receive a special launch deal that won't be available to the general public. You'll get the details the moment we open. Being on this list was the right move.
Yes. Stock Simplifier has an affiliate program. If you share your unique link and someone purchases, you earn a commission. It's a great fit if you have an audience of investors, run a finance newsletter, host a podcast, or are active on social media.

You can apply to become an affiliate here.
No. Stock Simplifier is an educational tool. It teaches you how to analyze stocks yourself. It does not tell you what to buy or sell. All investment decisions remain yours to make.