Your research.
Dots connected.
Cutonce turns your investment process into automated research pipelines. Use AI to understand financial reports, gather insights from earnings calls, extract sentiment, and surface signals. Your strategy, our engine.
Built for boutique RIAs, quantitative architects, and independent analysts.
A quick tour of the canvas, a live run, and results landing in your email.
From thesis to shortlist, on repeat
Set up your research once. It runs on a schedule and delivers the answer, so you get your time back.
Connect your universe and data
Start from a preset universe (S&P 500, NASDAQ 100, sector indices) or your own ticker list. Cutonce already holds the SEC filings, earnings transcripts, and fundamentals.
Define the logic on a canvas
Chain filter, score, AI, and compare nodes to encode your thesis. No code - but every condition is explicit and yours to tune.
Schedule it and ship the results
Run on demand or every morning. Output to Google Sheets, Drive, email, Slack, or a webhook. Each run is logged and reproducible.
Find opportunities before they're priced in
Cross-reference earnings calls, 10-Ks, filings, and fundamentals across your entire universe in one pass. Surface what others miss while it still matters.
Structure your strategy, not someone else's
Build your research logic on a visual canvas. Define rules, weight signals, and see exactly how your thesis turns into a ranked shortlist. You direct; the engine executes.
10x yourself, overnight
Deploy pipelines that run on a schedule. Work that took a team a week runs while you sleep - and lands in your inbox before the open.
Turn any video into a running strategy
Paste a link to an earnings call, an analyst breakdown, or a strategy video. Cutonce reads the full transcript, extracts the thesis and signals, and assembles them into a pipeline you can edit, schedule, and ship.
- Works on earnings calls, interviews, and strategy breakdowns
- Pulls out the thesis, universe, tickers, and signals automatically
- Every generated node is yours to edit and tune
- Schedule it to re-run as new videos drop
The data layer is already wired
Cutonce ingests the filings, transcripts, and fundamentals centrally, so your pipelines run on fresh data without you maintaining a single API key.
Results where you already work
Google Sheets & Drive
Append or overwrite a tab, or drop a CSV/Excel into a folder.
An HTML report or CSV in your inbox the moment a run finishes.
Slack
A formatted message to any channel via incoming webhook.
Webhooks
POST results to your own systems with custom headers.
Defensible by design
Cutonce keeps the analyst in control: every decision the pipeline makes is yours, written down, and repeatable.
- Every run produces a reproducible audit log: trigger, data fetch, inference, score, output.
- Your logic is explicit and inspectable. No black-box recommendations, no hidden model.
- Data sourced from public SEC EDGAR and FRED, verifiable at the source.
- Results are yours: export to Sheets, Drive, or your own systems, nothing locked in.
Questions, answered
No. Pipelines are built by chaining nodes on a visual canvas. Every filter and score is explicit, but you never touch code. If you can describe your strategy, you can build it.
Your strategy, our engine.
Your research deserves better than manual reading and rigid screeners. Start free - no card required.