SphereInvest AI reads real fundamentals, technical signals, peer valuations and news across 70+ US & UK large caps — then explains why a stock matches your criteria, and where the risks hide. Analysis, never instructions.
Real AI research output — no account needed.
AI-generated research · Not financial advice · Educational purpose
Market Scanner · match reasonsIllustrative preview
Undervalued QualityPE 32% below sector average with double-digit ROE and low leverage
Dividend Income4.1% yield with payout comfortably covered by earnings
Growth MomentumRevenue accelerating; price above rising 50- and 200-day averages
Oversold BounceRSI dipped under 35 while the longer-term uptrend stayed intact
Every screen result carries a plain-English reason it matched.
Eleven research modules, one terminal
From screening to stop-losses to UK tax basics — everything a self-directed investor researches, in one place.
Market Scanner
Screen 70+ US & UK large caps with preset or custom criteria — every match explains why it qualified.
AI Research Assistant
Ask questions in plain English; answers grounded in real cached fundamentals, technicals and news.
Portfolio Tracker
Track lots and P/L with proper UK pence handling — and ask “why did my portfolio fall today?”
Watchlists & Alerts
Follow candidates with price and RSI alerts, plus AI theses on what to watch next.
Risk Tools
Concentration warnings, volatility, beta and a diversification score for your holdings.
Stop-loss Calculator
Fixed, ATR-based and support-level stops with position sizing from your risk budget.
Dividend Calendar
Upcoming ex-dividend dates and a projection of your annual income — real data, honest gaps.
Economic News Analysis
Macro dashboard — indices, VIX, rates, FX — plus an AI daily briefing grounded in headlines.
Learning Centre
Twelve plain-English lessons with quizzes and an AI tutor, from foundations to UK essentials.
ISA & UK Tax Assistant
Allowance tracker and dividend/CGT estimators for the current tax year. Educational, not advice.
Wealth Simulator
Compound growth projections with Monte Carlo outcome bands — illustrations, not forecasts.
How it works
Grounded in data at every step — so the AI can show its working.
01
Real market data
Quotes, fundamentals, technical indicators and news headlines, cached from public market sources across the research universe.
02
Grounded AI analysis
The AI reads only that data — valuations against sector peers, trend and momentum signals, and what the headlines say.
03
Explanations, not predictions
You get attractive factors and risk factors in plain English. Never a buy or sell instruction, never a price target promise.
The product's voice
What a research summary looks like — balanced, specific, and always labelled as analysis.
AI Research SummaryExample output
Illustrative Large-Cap plc · Consumer Defensive
Attractive factors
Trades below its sector's average PE while margins have held steady
Dividend covered by earnings, with a decade of uninterrupted payments
Price above both 50- and 200-day averages — trend classified as uptrend
Risk factors
Revenue growth has slowed for two consecutive quarters
Debt-to-equity sits above the peer average, limiting flexibility
Recent headlines flag pricing pressure in its core market
Valuation view: cheaper than peers on earnings, in line on dividend yield — the discount reflects slower growth rather than obvious mispricing.
This is AI-generated research, not financial advice.
Not financial advice
Everything here is AI-generated research for educational purposes. It is never a recommendation to buy or sell anything.
Criteria, not tips
The platform tells you which companies match the criteria you selected — and why — not what will “go up”.
Grounded and transparent
Analysis is built only from cached public market data, and every AI output carries a visible disclaimer.