“Joromi AI has fundamentally changed how I prepare for client reviews. The evidence trail makes every recommendation defensible and clear.”
NEWMulti-agent research engine — evidence-backed by default
Research markets with more context, not more noise.
Joromi reasons across live markets, filings, earnings transcripts and your own documents — then answers with cited evidence, in seconds. One workspace instead of eleven tabs.
No card required · 7-day Pro trial · Cancel anytime
app.joromi.ai / research / margin-thesis
NVDA 1,182.40 +2.14%AAPL 241.06 +0.38%MSFT 508.92 −0.61%SPX 6,418.77 +0.42%UST10Y 4.128%BRENT 72.41 −1.02%DXY 101.88 +0.11%GOLD 3,412.10 +0.74%
NVDA 1,182.40 +2.14%AAPL 241.06 +0.38%MSFT 508.92 −0.61%SPX 6,418.77 +0.42%UST10Y 4.128%BRENT 72.41 −1.02%DXY 101.88 +0.11%GOLD 3,412.10 +0.74%
WORKSPACE
Research
Markets
Portfolio
Documents
Reports
RECENT
Gross margin durability
Rate-cut beneficiaries screen
10-K risk delta review
Example research thread: a user asks whether gross margin expansion is sustainable, and Joromi answers with a reasoning trace and cited sources.
Is gross margin expansion sustainable through next fiscal year? Cite filings.
REASONING · 4 AGENTS · 2.8s
Pulled segment margins from recent filings
Parsed earnings calls for mix commentary
Cross-checked supply-chain cost prints
Verifying claims against source spans…
Expansion is partially sustainable: mix shift supports continued gains, but cost offsets compress next year's margin[1][2].
[1] 10-Q · recent quarter[2] Earnings call[3] Supplier index
NVDA+2.14%
1,182.40
FUNDAMENTALS
Gross margin74.6%
FCF (TTM)$61.2B
Fwd P/E31.4×
Net cash$38.9B
RISK SIGNAL
Customer concentration rose — new language flagged in latest filing.
SIGNAL DETECTED
Unusual options flow
confidence 0.91
FILING INGESTED
8-K · 41 pages · parsed in 1.4s
PORTFOLIO EXPOSURE
Semis64%
Energy22%
Cash14%
TRUSTED BY RESEARCH-DRIVEN INVESTORS
INDEPENDENT DESKS
ACTIVE TRADERS
WEALTH ADVISORS
RESEARCH TEAMS
FAMILY OFFICES
RIA FIRMS
0.0M
Research sessions completed
0.0K
Public companies covered
0.0M
Documents processed
0K
Sources indexed daily
0.0M
Market signals analyzed
01 — THE PROBLEM
One question. Eleven tabs. Hours of stitching.
Serious research still means combining a terminal, EDGAR, a transcript service, spreadsheets and a news feed into a defensible answer — by hand, every single time.
Terminal
$24k / seat / yr
SEC EDGAR
manual · unstructured
Transcripts
40+ pages each
Statements
restated, footnoted
News feeds
noise > signal
Spreadsheets
stale by Monday
→
One intelligent workspace
Every source pre-joined, normalized and citation-linked. Ask in plain language; get an institutional-grade answer with the evidence attached.
Time to a defensible answerhours → seconds
Sources per answercited, every time
Coverageevery major exchange
02 — CAPABILITIES
Eight engines. One answer.
Each engine runs independently and is arbitrated by the planner, so conclusions survive scrutiny.
Financial Research
Ask a thesis-level question. Joromi decomposes it, gathers primary sources, and writes the memo — with every number traceable to a filing line.
Market Intelligence
Live quotes, order-flow anomalies, factor moves and cross-asset context — narrated, not just charted.
Portfolio Analysis
Exposure, factor tilt and drawdown attribution across every account you connect.
Document Intelligence
Drop a lengthy prospectus or 10-K. Get structured tables, deltas and flagged language.
News Intelligence
De-duplicated, source-ranked and mapped to the positions you actually hold.
Risk Analysis
Scenario, correlation and liquidity stress — with the assumptions shown.
Multi-Agent AI
A planner dispatches specialist agents — fundamentals, market, filings, news — that debate before converging.
plannerfundamentalsmarketfilingsnewsverifier
Evidence-backed answers
Every claim carries a source span. Hover a number, see the exact filing paragraph it came from. Unverifiable claims are withheld, not guessed.
03 — THE PRODUCT
Walk the workspace.
Six surfaces, one continuous session. Nothing you see here is a screenshot.
Morning brief
generated in 8.1s
Portfolio
$4.82M
+1.24% today
Alpha vs benchmark
+3.9%
rolling 90d
Open signals
7
2 high priority
Filings overnight
18
4 material
EQUITY CURVE · 12M
OVERNIGHT SIGNALS
Guidance cut flagged — 3.1% of book
high priority · 04:12
Sector inventory days +6 QoQ
watch · 05:48
Buyback authorization announced
positive · 06:02
Dashboard summary: portfolio value $4.82M, up 1.24% today, 7 open signals and 18 filings processed overnight.
04 — HOW IT THINKS
Reasoning you can audit.
Nine stages, all inspectable. If a claim can't be traced, it doesn't ship.
User questioninput
"Is gross margin expansion sustainable through next fiscal year? Cite filings."
AI planner0.2s
Decomposes the question into answerable sub-questions
Market data0.4s
Prices, volumes, factor moves, cross-asset context
Financial statements0.9s
Segment margins, cash flow, restatements normalized
News1.1s
De-duplicated, source-ranked, entity-mapped
Documents1.6s
Filings, transcripts and your uploads parsed to structure
Multi-agent reasoning2.3s
Specialist agents debate; disagreements surfaced
Evidence verification2.7s
Each claim re-checked against its source span
Final answer2.8s
Cited, ranked by confidence, exportable
05 — BUILT FOR YOUR SEAT
The same engine. Your workflow.
Retail Investor
Know what you’re buying — and exactly why.
Your portfolio+8.4% YTD
"Why did my energy sleeve fall today?"
Professional Trader
A data-driven edge before every session opens.
3 anomalies · last 5m
Wealth Manager
Client reviews backed by evidence, not gut feel.
Households184
Mandate breaches3
Reviews due11
Quarterly letters drafted on time, every quarter.
06 — ENTERPRISE
Deployable inside a regulated firm.
Joromi is built for review from day one: role-based access, isolated workspaces, and a traceable evidence chain for every generated answer. Client data is never used to train a shared model.
Access control
Role-based permissions and desk-level scoping on every query.
Data isolation
Client workspaces are isolated; your data never trains a shared model.
Audit trails
A traceable log of every prompt, source and generated export.
Single sign-on
Enterprise identity providers, with role-based provisioning.
Approval workflows
Built-in review steps before client-facing material ships.
Data residency
Regional hosting options for firms with residency requirements.
07 — IN PRACTICE
What the desk says.
“The earnings prep workflow saves me two hours before every call. I arrive with context already organised and sharper questions ready.”
CCarlos VegaEquity Analyst, BrightPath
“Audit-ready documentation used to take days. Joromi AI produces a traceable research record in minutes — it is genuinely remarkable.”
SSarah LindströmFamily Office CIO
08 — PRICING
A fraction of a terminal seat.
Starter
$0
for individual investors
- 25 research sessions / month
- Delayed market data
- Filings & transcripts
- 1 portfolio
MOST POPULAR
Professional
$49/mo
for active traders & advisors
- Unlimited research sessions
- Live market data
- Earnings prep workflows
- Multi-agent research & exports
- Unlimited portfolios
Enterprise
Custom
for desks, funds and institutions
- Everything in Professional
- SSO & role-based access
- Approval workflows
- Audit-ready documentation
- Client-isolated workspaces
- Dedicated onboarding
Questions, answered.
No. Joromi AI is a financial research copilot. It helps you investigate information and organize your thinking; all investment decisions remain yours.
It is built for self-directed investors, active traders, and wealth professionals who want more context around their financial research.
Yes. Source context is part of the research workflow, so you can review information before relying on a conclusion.
Start with the decision in front of you: a company, a portfolio position, a market move, or an upcoming client conversation.
Stop assembling research.
Start interrogating it.
Join the investors, traders and advisors running their research on Joromi.