SphereInvest AI
AI Investment Research · US & UK large caps

Research that explains why — never “buy this”.

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.

Start researching in minutes.

SphereInvest AI

SphereInvest AI is an investment research and analytical technology platform. It does not execute trades, hold client funds or provide personalised financial advice. Information provided through the platform is for research and educational purposes only. Capital at risk: the value of investments can fall as well as rise.

SphereInvest AI is operated by Three Spheres Healthcare Limited, a company registered in England and Wales (Company No. 14029879). Contact: info@threesphereshealthcare.org.

Research insights — built to support, not replace, your own decisions. © 2026 SphereInvest AI.