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Product

One canvas for your entire research process

Connect data, encode your logic, and automate the output. Cutonce gives you the building blocks of institutional research - without the engineering team or the enterprise bill.

Build a pipeline, run it live, and watch results land in Google Sheets.

Pipeline canvas

Build research logic visually

Drag nodes onto a canvas and connect them left to right. Results stream in real time as each node lights up. The canvas is the workflow - and it's entirely yours to shape.

  • Searchable, category-organized node picker
  • Live execution with per-node results
  • Auto-save and full execution history
  • Start from scratch or from a template
app.cutonce.ai/canvas
Cutonce pipeline canvas
Node library

One mental model for every kind of logic

Every node does one job and passes its output to the next. Combine them to encode anything from a simple screen to a multi-stage thesis.

Triggers

Decide when a pipeline runs.

  • Manual - one-time runs on demand
  • Scheduled - market open, market close, weekly, or a custom time and days

Universe

Choose which stocks enter the pipeline.

  • Presets - S&P 500, NASDAQ 100, Russell 2000, Dow 30, sectors & industries
  • Custom - your own tickers, or upload your portfolio

Filters

Screen on the fundamentals that matter.

  • P/E, growth, margins, market cap, beta, and more
  • AND / OR logic, fully explicit thresholds

Scoring

Award points to rank what survives.

  • Positive or negative points per condition
  • Scores accumulate across every Score node

Financial reports

Ask a question of any SEC filing.

  • Reads 10-K, 10-Q, and 8-K filings
  • AI answers your prompt, per company

Earnings calls

Read management behavior at scale.

  • Analyzes call transcripts with your prompt
  • Score evasion, tone, or guidance confidence

Insider trading

Track what insiders are doing.

  • Form 4 buying and selling activity
  • Filter or score on cluster buys

News & sentiment

Factor in the latest coverage.

  • Headline volume or sentiment score
  • Filter or score by recent news

AI nodes

Run any prompt on any text.

  • Filter (pass/fail) or Score modes
  • Bring your own criteria in plain English

Analyst Rating

Filter by Wall Street consensus.

  • Strong Buy through Strong Sell
  • Configurable accepted ratings

Compare

Measure a name against its peers or a benchmark.

  • Similar Stocks - match sector, cap tier, industry
  • Benchmark - beat SPY, QQQ, DIA, IWM over a window

Outputs

Send results where you work.

  • Google Sheets, Drive, Email, Slack, Webhook
  • Local CSV/Excel download for manual runs
app.cutonce.ai/reading-room
AI node · extracted from a 2h 14m earnings call
Margin guidanceRaised to 18-20%
China demandSoftening - 3 mentions
CEO confidence6.1 / 10
Key commitmentFSD by Q3
Scored and passed downstream · 1 credit used
AI analysis

Read every call without reading a single one

An AI node reads the full text of an earnings call or filing and applies the criteria you write in plain language - flagging evasion, scoring confidence, or surfacing commitments. It's your judgment, scaled. Not a summary handed to you.

  • Filter or score on a natural-language prompt
  • Works on transcripts, 10-Ks, and filings
  • Credit-based, so cost is always visible
Data sources

The data layer is already wired

Cutonce ingests filings, transcripts, and fundamentals centrally - push-fresh, with no API keys for you to manage.

SEC EDGAR filingsEarnings call transcriptsFundamentals & ratiosTechnical indicatorsMarket & company newsInsider trades (Form 4)FRED economic dataAnalyst consensus
Outputs & integrations

Seamlessly integrates with your workflow

Chain as many outputs as you like. Same run, everywhere it needs to go.

Google Sheets

Append or overwrite a tab.

Google Drive

CSV or Excel into a folder.

Email

HTML report or CSV attachment.

Slack

Formatted message to a channel.

Webhook

POST/PUT/PATCH to your systems.

Local download

CSV/Excel in the browser.

Trust

Reproducible, inspectable, yours

Audit log on every run

Trigger, fetch, inference, score, and output are all timestamped and hashed - reproducible after the fact.

No black box

Every condition is explicit and editable. The pipeline never makes a decision you can't trace back to your own logic.

Exportable and yours

Every result can be pushed to Sheets, Drive, or your own systems. Nothing is locked in.

FAQ

Product questions

Chain a filter or score node upstream to narrow the universe before an AI node runs. The AI node only reads the names that already passed your logic, which keeps every run fast and cost-effective.

See it on your own universe

Start free and build your first pipeline in minutes.